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Superannuation/Retirement Options - Coggle Diagram
Superannuation/Retirement Options
Aware Lifecycle fund
Last week of June 2025
Check non-concessional balance left for 2025 in ATO (Mygov) & Aware (should be $120K)
over by $1110
Check concessional balance left for 2025 in ATO & Aware (should be $30K input) :check:
If concessional is over $30K - reduce non-concessional $120K by the amount over.
Calculations in Retirement/Super folder
Aware advised - dep funds via BPay - Aware will automatically know it is carry forward contributions (advised on 14/1/25) :check:
2025-2026
Deposit $360K non-concessional from sale of Newstead :check:
Aware Ph. 1300 192 602
Investment and fees
handbook
My Retirement Planner
Investments
Comparison
Retirement
Guide
Take LSL from mid June - half pay = approx. 8 months :check:
Resign approx. 11th April 2026
Give notice early March 2026
Retirement Essentials
Advise
Villiers St CGT - if more than CGT losses - "move back" in for 12 months (6 months?) and Home Exchange it.
ATO
info
market valuation or LJ
Hooker
Aware advised can contribute concessional contirubtions until 67yo - no work test