As 30 June approaches, couples have a valuable opportunity to review their super and make end‑of‑financial‑year decisions that could improve tax outcomes and retirement income over time.
Did you know that planning and retiring as a couple may open up additional tax and income opportunities? This webinar is designed to help you understand what to review before the end of the financial year — and how coordinating your approach as a couple can make a real difference to your financial future.
Join Retirement experts Bec Wilson and Aware Super’s Technical Advice Manager, Ibrahim Ibrahim for a relaxed, friendly and conversational session. Together, they’ll share practical strategies and EOFY insights to help you and your partner plan the retirement you want.
Highlighted learning outcomes
In this webinar, you’ll learn more about:
- Super contribution opportunities to consider before 30 June, and how to decide who should contribute as a couple.
- How concessional contribution caps, carry‑forward rules and couple‑based strategies may influence tax and retirement outcomes over time.
- How to coordinate retirement timing, accessing super and transition‑to‑retirement strategies to help optimise income and tax outcomes as a couple.
- Opportunities to access or boost the Age Pension and other government benefits based on couple-specific means tests
- Helpful EOFY strategies for couples, including contribution splitting, spouse contributions and making the most of contribution caps.
Bec Wilson
Podcaster, author and columnist
Bec Wilson is one of Australia’s leading authorities on modern retirement. The bestselling author of “How to have an epic retirement”, Bec contributes to The Sydney Morning Herald and ABC radio.
Ibrahim Ibrahim
Technical Advice Manager at Aware Super
Ibrahim has over 20 years experience in financial services, primarily in financial advice. He has built his career around helping Australians make confident, informed decisions about their financial future.
