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Retire Right
Glen James
92 episodes
5 days ago

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.

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All content for Retire Right is the property of Glen James and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Investing
Business
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325 spouse super splitting, pension accounts for inheritance, motorhomes & Centrelink + more
Retire Right
34 minutes 43 seconds
1 month ago
325 spouse super splitting, pension accounts for inheritance, motorhomes & Centrelink + more

In today's community Q&A, Glen James and Martin McGrath unpack:


πŸ‘‰ what is spouse super splitting and who would this strategy suit

πŸ‘‰πŸΌ can/should anon open a new pension account for an inheritance?

πŸ‘‰πŸ½ when to fill out a notice of intent to claim for a super contribution

πŸ‘‰πŸΎ can my motorhome be deemed my primary residence for Centrelink purposes?


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


Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


🏑 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.

Retire Right

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.