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Joannie

13,282 Posts.

730

21/06/25

13:24

Post #: 79516156
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Originally posted by IronMike94: ↑

IMO it would be cheaper to approach a new accountant and get their opinion of you're only after tax advise and NOT financial advice on income requirements and investment options.

To get a clearer picture, have you done the following:

• income and expense modelling to see how much income you will require to sustain your current lifestyle?
• were you advised to perhaps spread sales of your shares over several income years to minimise tax?
• have you looked into using unused prior year concessional super contributions?
• apart from tax minimisation have you thought about nominating a power of attorney, drafting a will etc?

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Well said!

I certainly think it is time for@Wombat to find a new accountant.
A decent one is worth every dollar imo.
2 Upvote

0 Great analysis

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