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Your super fund might be offering “free financial advice” but what if that advice quietly costs you over $100,000 in retirement income? In this episode, we unpack a real case where limited advice inside a super fund led to a costly Age Pension mistake.

You’ll learn:
- What “intra-fund” advice actually covers — and what it legally cannot advise on
- Why retirement planning requires considering both partners, not just one super account
- How moving super into pension phase at the wrong time can reduce Age Pension eligibility
- Why money held in accumulation phase may be exempt from Centrelink assessment (if one spouse is under Age Pension age)
- How missing broader advice can cost six figures in Age Pension payments over time

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General advice only. This content doesn’t consider your objectives, financial situation or needs. Consider whether it’s appropriate for you and read our FSG before acting. Past performance is not a reliable indicator of future results. Wealthlabplus Pty Ltd (AFSL 485478).

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