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Apr 2025
34m 40s

Ask An Adviser: Retirement tax strategie...

Equity Mates Media
About this episode

The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings.


To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth.


Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!)


Want more?

  • Read the Mr Equity retirement case study that Dylan prepared here
  • Want to speak to Dylan or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.


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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


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Equity Mates Investing is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.


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