Australian Retirement Podcast

Your curly retirement questions resolved by Drew and James


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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.


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Topics covered today:

  1. Life when you’re asset rich and cash poor
  2. Putting an investment property into an SMSF
  3. How Downsizer contributions work
  4. Stamp duty issues for ‘love and affection’ transfers
  5. Financial support for low super balance retirees
  6. How can I set up a Pension for my SMSF including regular payments

  7. 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

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      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

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      Australian Retirement PodcastBy Rask