Q1: Nikki asks, I would like to understand what the benefit is for my husband to withdraw funds when he turns 60, and then I reinvest the funds back in my name.
Q2: Geoff asks, I have a super balance that’s very close to the $1.7 million cap. I wanted to know if I should transfer an amount to my wife’s super, so I stay under the cap.
A: This is another issue which has become very topical around these spouse equalisation strategies. There are a couple of admin issues or a couple of issues that need to be dealt with first.
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