My superannuation strategy | 2021

Описание: I share my superannuation strategy as of October 2021. Planning to take advantage of my unused concessional contributions. Sign up to my weekly newsletter: https://sanjee.substack.com

Join me on other social channels:
Twitter:   / sanjeesen  
Instagram:   / sanjee_investing  
TikTok (yes really):   / sanjeesen2020  

My website: https://www.sanjeesen.com

Links:
MySuper comparison site (Australian Government): https://www.ato.gov.au/Calculators-an...
The Super product I use: https://hostplus.com.au/indexed-balanced
Unused contributions: https://www.ato.gov.au/individuals/su...
Superannuation calculators: https://www.australiansuper.com/tools...
ATO site on superannuation: https://www.ato.gov.au/individuals/su...

Timestamps:
0:00 - Intro
2:02 - My situation (background)
4:24 - My strategy
5:22 - Carry forward concessional amounts
6:03 - Estimate of how much I’ll finish with
6:28 - Where am I investing my super?
7:53 - What should we try and achieve in these strategies?
8:50 - Risks of my strategy
10:40 - No I’m not doing SMSF (or ever)
11:20 - What should you consider?


My other superannuation videos:
Super Basics:    • How To Optimise Your Superannuation Strategy  
Super Levers:    • 3 Things You Should Change In Your Superan...  
My HECS Debt strategy:    • Видео  


My setup (Australian Amazon Affiliate links):
Canon 80d camera and lens: https://amzn.to/2He8SS6
Rode Main mic: https://amzn.to/3t1F2Uk
Rode mic (lapel): https://amzn.to/2TdeDBX

Useful links:
Australian Government website on personal finances: https://moneysmart.gov.au

Disclaimer:
The information provided in this video is general in nature only and does not constitute personal financial advice. You should also consider seeking the advice of an investment advisor who holds an Australian financial services (AFS) licence or is a representative of an AFS licensee. Be sure to work with someone who understands your investment objectives and tolerance for risk. Your investment advisor should understand these products, be able to explain whether or how they fit with your objectives, and be willing to monitor your investment alongside you. There are some Amazon Affiliate links above - if you purchase from there, at no additional cost to you, I will earn a small commission for each sale.