In today's Q&A episode, Martin and KP from Financial Edge Group discuss:

👉 what to consider with long service leave prior to retirement

👉🏼 pay off mortgage or top up super?

👉🏽 if I go back to work should I change my super from pension to accumulation phase?

👉🏾 do I need to report money I receive from my super pension to the ATO?

👉🏿 are super funds covered by the $250,000 government guarantee?

👉 should I put the proceeds from the sale of an investment property into super?

👉🏼 re-contribution strategies

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

🏡 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 are authorised representatives of Synchron Advice AFSL 243313.

Hosted on Acast. See acast.com/privacy for more information.