Retire Right is an Australian Retirement podcast.
You only retire once, so retire right.
Brought to you by the podcast, 'money money money'.
Hosted on Acast. See acast.com/privacy for more information.
Retire Right is an Australian Retirement podcast.
You only retire once, so retire right.
Brought to you by the podcast, 'money money money'.
Hosted on Acast. See acast.com/privacy for more information.
In today's episode Glen James, Martin McGrath and Nathan Fradley answer your questions about super in retirement covering:
👉🏾 accessing super to help children buy a property
👉🏿 if I don’t spend all my compulsory pension drawdown, can I put the money back into super?
👉🏻 types of super beneficiaries explained & reversionary pension explained
👉 what actually happens to your super pension when your spouse dies?
👉🏽 can inheriting a pension push you over the transfer balance cap?
👉🏼 should you withdraw super at retirement to pay off your mortgage?
👉🏾 triggering access to the super at age 60 through change of employment
👉🏿 if you and your spouse pass at the same time how is a binding nomination handled?
👉🏻 use the downsizer contribution vs non concessional contribution via bring forward rule following the sale of your home
👉🏼 Martin and Nathan's advice around super
Check out Nathan's blog here: https://www.nathanfradley.com.au/blog
Watch Retire Right on Youtube: https://youtube.com/playlist?list=PLQW_VRWNC0jR1KQDXi5pcXwREjc0pde9L&si=zIMg1Vow9SOhug_Z
If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
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🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.