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It's that nearly time of year again: tax time! In this episode of Nucleus Wealth Empower, Chief Operating Officer Shelley George is joined by Nucleus Wealth’s Senior Financial Adviser, Samuel Kerr, to discuss if it is appropriate for you to make a contribution to your superannuation before we hit that 30 June deadline. Take a look and find out if concessional contributions and catchup contributions are right for you.

Empowering you to develop money and investing as tools for living your fullest life.

 

 

How to Make Pre-Tax Concessional Contributions & After-Tax Non-Concessional Contributions to Super Including Catch-up Contributions

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Shelley George is Head of Operations at Nucleus Wealth.

Shelley George
Post by Shelley George
June 27, 2022
Shelley is a CFA® charterholder and holds a Bachelor of Commerce (Finance and Econometrics). She has over a decade’s experience working in financial services. She built the multi-asset class dealing capability at AustralianSuper, has dealt across global equity, derivative, currency, and bond markets, and performed small capitalisation Australian equity analysis.