Afleveringen
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In todayโs episode Glen James and financial adviser Martin McGrath discuss key points from a Grattan Institute report which details a simpler super system that would allow retirees to stress less, spend more, and enjoy their retirement years. Glen and Martin also explain what annuities are and how they can be used in your retirement strategy. For more on annuities check out the episode below.
Read the Simpler Super report here: https://grattan.edu.au/report/simpler-super/
๐ง Listen to the annuity deep dive episode here: Apple Podcast | Spotify
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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In today's episode Glen and financial adviser Martin McGrath chat about what to do with your money during this uncertain economic climate, how much financial advice costs and why it could save you from making huge money mistakes in retirement. They also discuss one listener's question about her 90yo grandad.
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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Zijn er afleveringen die ontbreken?
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Stop! Don't panic! I ask you to pause and step back and not do anything out of fear when it comes to investing and your superannuation.
Episode on YouTube with presentation: https://youtu.be/xHNAhZrtBNE?si=dQHe3-9tjw52NyOO
Perth Live Show tickets: https://www.eventbrite.com/e/m3-live-in-perth-tickets-1295263831989
John's Property Masterclass in Perth: https://events.humanitix.com/perth-property-workshop-25
The Quick-Start Guide to Investing (book): https://amzn.to/4iQ9qua
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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 & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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How much super do you need for a comfortable retirement? Glen and financial adviser Nathan Fradley break it down with real life numbers, covering:
๐ how much the age pension pays & who qualifies
๐๐ผ the impact of homeownership on retirement savings
๐๐ฝ super balances - will $500k, $1M, or $1.5M last?
๐๐พ why spending in retirement feels different (and how to plan for it)
๐๐ฟ how Centrelink payments change as your super runs down
If you want to see the numbers in action, check out the episode on YouTube here: https://youtu.be/780-i0UgnqU
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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Michael Read is the Financial Review's economics correspondent, reporting from the federal press gallery at Parliament House. He was previously an economist at the Reserve Bank of Australia and at UBS.
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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Got mortgage questions in retirement? Mortgage broker Rachelle Kroon from Sphere Home Loans joins Glen in this episode to unpack your questions. The touch on:
๐ whatโs the cut-off age for a new loan?
๐๐ผ can you refinance in retirement?
๐๐พ how parental guarantees work if you're retired
๐๐ป bridging finance - is it still a thing and is it worth it?
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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Big changes are coming to aged care from 1 July, and we've got aged care expert Rachel Lane back to break it all down. Glen and Rachel dive into whatโs changing, how it affects costs and care, and what you need to know if you or a loved one might need aged care in the next few years. They touch on:
๐ major reforms coming to aged care in July
๐๐ผ why aged care is getting more expensive
๐๐ฝ understanding home care vs residential care
๐๐พ how Government support is changing
๐๐ฟ the financial mistakes to avoid when moving into care
๐๐ป why you shouldnโt rush to sell the family home
๐ what to look for in a specialist aged care financial adviser
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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Today's Q&A is packed with great questions from the Retire Right community and Glen is joined by financial adviser Nathan Fradley to unpack them:
๐ what to do with a $500k property sale before retirement
๐๐ผ can you claim a tax deduction on extra super contributions?
๐๐ฝ when should you start shifting your super to more defensive assets?
๐๐พ plus, estate planning, pension strategies & more
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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Thinking about downsizing but confused by the options? Rachel Lane, Australiaโs leading aged care expert, joins Glen to break down the differences between lifestyle villages and retirement villages. They cover on:
๐๐ผ how contracts and fees differ
๐๐ฝ whether you own the home, the land, or neither
๐๐พ the real deal with exit fees and capital gains
๐๐ฟ what to check before signing the dotted line
๐ how to know if a village is the right fit for you
Downsizing Made Simple by Rachel Lane & Noel Whittaker: https://amzn.to/41iUPjc
Check out the exercises and resources mentioned at https://downsizingmadesimple.com.au/
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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In today's Q&A episode, Glen and financial adviser Vince Scully from Life Sherpa discuss community questions, touching on:
๐ tax and retiring overseas
๐๐ผ how small business owners can access super in retirement
๐๐พ investing inside vs outside of super
๐๐ฝ whether selling a block of land before retirement makes sense
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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Loaning money to family can get messy, fast. In this episode, Glen shares a real life case study where a son wants to help his dad out of a financial mess by buying his house at a discount. But what seems like a good deed could wreck Centrelink benefits, estate planning, and family relationships.
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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What should you do with your super as you approach retirement? Economist Brian Parker from Australian Retirement Trust joins Glen to break it all down. They chat about:
๐๐ผ the magic numbers of 60, 65, and 67
๐๐ฝ how to invest super in your 50s and beyond
๐๐พ managing risk as you move into retirement
๐๐ฟ why super is your money (and safer than you think)
๐ common mistakes to avoid in drawdown phase
If you want more insights from Brian, check out his deep dive on the economy in episode 805 over on the money money money podcast!
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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In today's Q&A, Glen and Martin discuss your questions about:
๐ can you leapfrog investment properties to avoid capital gains tax?
๐๐ผ can you access super at 60 while still working?
๐๐พ what circumstances define "ceasing employment?" to access your super
๐๐ฝ what investment strategy should you have for your super as you near retirement?
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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In today's bonus episode Glen and Martin go deeper on your questions about planning a caravanning trip around Australia. They touch on:
๐ what to do with your home while travelling
๐๐ผ strategic ways to use long service leave to fund your trip
๐๐ฝ budgeting for fuel and other costs
๐๐ฟ dealing with waste
๐๐พ managing the โholiday mindsetโ on the road
๐๐ป and the challenge of balancing flexibility and booking parks in advance
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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Ever dreamt of hitting the road and exploring Australia? In today's episode, Glen chats with Retire Right cohost, Martin McGrath who shares how he and his family turned that dream into reality... twice! Plus, we play an audio clip from listener of the show Colin who shares his caravanning experience! Martin shares his top tips, lessons learned, and what it really costs to caravan across the country, including:
๐๐พ the planning process: from gear to finances
๐๐ป budgeting for the big trip (and cutting costs)
๐ how they handled work, school, and life on the road
๐๐ฝ unexpected challenges (and funny moments!)
๐๐ฟ the gear you actually need vs. what you donโt
๐๐ป insider tips for choosing the right caravan setup
๐๐ฝ favourite stops and hidden gems along the journey
๐ managing kids and keeping them entertained
Listen out for the bonus Q&A tomorrow!
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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In this episode, Glen and John Pidgeon, cohost of this is property, unpack smart strategies for managing property as you approach retirement. They cover:
๐ how downsizing can free up cash
๐๐ผ the growing trend of sidesizing
๐๐ฝ renovating with resale in mind
๐๐พ balancing lifestyle and property goals
๐๐ฟ tips for leveraging investment properties
๐๐ป and ๏ปฟwhy planning ahead is key for a smooth transition
Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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 45128
Hosted on Acast. See acast.com/privacy for more information.
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In today's episode, financial advisers Martin McGrath and Wayne Terry tackle retirement planning strategies and considerations for singles and widows, focusing on how to make the most of your assets. They also dive into a scenario of retiring with a $2M portfolio - unpacking whether to set up a pension, live off a managed fund, or rely on cash income.
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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.
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To kick off the new year financial advisers, Martin McGrath and Wayne Terry answer your questions about:
๐ funding your pre-super years if retiring before 60
๐๐ฝ best way to structure joint investment property ownership
๐๐พ CGT strategies for moving shares into super
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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.
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Retirement comes with its fair share of uncertainties, but understanding the risks can help you retire confidently. In this episode, Glen chats with Ben Marshanโformer financial adviser and head of policy at the Financial Planning Association (FPA)โto unpack some of the biggest risks retirees face and how to tackle them. With years of experience helping clients and advisers navigate retirement, Ben shares valuable insights on how to approach this crucial life stage. They touch on:
๐ longevity risk
๐๐ผ sequencing risk
๐๐ฝ inflation risk
๐๐พ market risk/diversification
๐๐ฟ interest rate risk
๐๐ป health care costs
๐ liquidity risk
๐๐ผ behavioural risk
๐๐ฝ purpose and social risk
Learn more about Impaktful here: https://www.impaktful.com.au
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
Hosted on Acast. See acast.com/privacy for more information.
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In one of our final community Q&As for the year, Glen and Martin chat about:
๐ why you may or may not need a financial adviser
๐๐ผ tax implications for inheriting shares and holding vs selling
๐๐ฝ and using testamentary trusts in estate planning
If youโd 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
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก 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.
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