EPISODE · Mar 13, 2025 · 44 MIN
Your curly retirement questions resolved by Drew and James
from Australian Retirement Podcast · host Rask
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer the hard questions that our listenerest just can’t seem to get straight answers to. If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Life when you’re asset rich and cash poor Putting an investment property into an SMSF How Downsizer contributions work Stamp duty issues for ‘love and affection’ transfers Financial support for low super balance retirees How can I set up a Pension for my SMSF including regular payments Resources for this episode ATO Tax variations Stamp duty spouse or partner exemptions (VIC) ATO Downsizer Contributions Ask a question (select the Retirement podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Your curly retirement questions resolved by Drew and James
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