Investor nearing $2 million super cap explores tax-advantaged strategies
A 59-year-old investor approaches the $2 million superannuation cap and seeks advice on excess funds. Experts suggest that caps over $2 million, now $2.1 million, remain tax-advantageous, and options include in-specie transfers of shares or investments outside super. Caution is advised regarding single-asset concentration in retirement portfolios to secure better growth outcomes.
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Published 04 Jul 2026, 19:01 UTC · Updated 04 Jul 2026, 19:10 UTC
Summary by OZbrief Editorial. Original report: SMH. Editorial policy · Corrections
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