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Super cooling-off double hit & what's really happening to property values
In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth open with footy chaos and ageing parents challenges, then dive into what's really happening in property markets using the fresh Cotality April 2026 report.
The Boomer Briefing exposes the super rollover waiting period double hit: outgoing funds must now provide risk warnings before you can switch - designed to make you think twice. But here's the absurd catch: those same funds cannot pay for independent advice about whether switching is right for you. The rules are so restrictive (SOA requirements, payment limits) that advisers won't touch it. So you get the warning... but no help navigating it.
Then Drew and James unpack the growing issues in property values. The Cotality April 2026 report reveals what retirees planning to downsize or leverage equity need to know right now - pages 5 and 7 tell the real story behind the headlines.
Plus: Are SMSFs actually good for retiree couples, or are most people simply not up to full control? Drew doesn't hold back.
If you like this Australian Retirement Podcast episode, don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Resources for this episode
Show partner resources
Rask Resources
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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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By RaskIn this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth open with footy chaos and ageing parents challenges, then dive into what's really happening in property markets using the fresh Cotality April 2026 report.
The Boomer Briefing exposes the super rollover waiting period double hit: outgoing funds must now provide risk warnings before you can switch - designed to make you think twice. But here's the absurd catch: those same funds cannot pay for independent advice about whether switching is right for you. The rules are so restrictive (SOA requirements, payment limits) that advisers won't touch it. So you get the warning... but no help navigating it.
Then Drew and James unpack the growing issues in property values. The Cotality April 2026 report reveals what retirees planning to downsize or leverage equity need to know right now - pages 5 and 7 tell the real story behind the headlines.
Plus: Are SMSFs actually good for retiree couples, or are most people simply not up to full control? Drew doesn't hold back.
If you like this Australian Retirement Podcast episode, don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Resources for this episode
Show partner resources
Rask Resources
Follow us on social media
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