The retirement 'sweet spot' is under threat
Update: 2025-08-07
Description
Inside the advice sector, they call it ‘the sweet spot’: The perfect amount of money to have in super that also guarantees you access to a government pension. With the majority of Australians accessing full or part-time pensions, it’s a big game and the rules have been clear for a long time.
But those ‘pension access’ rules may soon be overhauled as the government launches a major tax review this month at the so-called ‘productivity summit.
Hugh Robertson of Centaur Financial Services joins Associate Editor - Wealth James Kirby in this episode.
In today's show, we cover...
- The retirement sweet spot for optimising pension access
- The retirement black spot - just missing out on a pension
- Why the pension asset test may soon be tightened
- Dividend Reinvestment Plans - Not for everyone
See omnystudio.com/listener for privacy information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
