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Meg Heffron

The super trick every couple should know about

It can make a material difference to your total retirement kitty and the tax you pay – but you need to get it right.

Meg HeffronContributor

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When it comes to super, a new financial year means new opportunities. One is looking back over the previous financial year to see if there are any contributions made for you that you’d like to give to your spouse.

It’s not just about being generous. And it’s not pointless – if you intend to retire together, does it really matter who has what? Actually, sometimes it does.

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Meg Heffron is managing director at SMSF specialist firm Heffron.

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    Original URL: https://www.afr.com/wealth/personal-finance/the-super-trick-every-couple-should-know-about-20240701-p5jq6t