How the Age Pension Really Works (With Real Case Studies)

General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-p... Take the free retirement quiz →https://wealthlab.com.au/retirement-q... Want to chat? Book a free intro call →https://wealthlab.com.au/strategy-rev... Superannuation, the Age Pension and tax rules can feel like a minefield and one wrong move can cost you tens of thousands of dollars. In this episode, we walk through real-life case studies that show how small timing and structure decisions can dramatically change your tax bill and pension outcome. You’ll learn: How delaying the sale of an investment property by weeks or months can significantly reduce capital gains tax Why selling assets in your last year of work is often far more expensive than selling after retirement How catch-up concessional super contributions can be used to legally reduce tax on large capital gains How Centrelink’s assets test and income test really work for couples approaching the Age Pension age Why income drawn from super does not count as income for the Age Pension, and how deeming actually applies 00:00 Navigating The Retirement Minefield 01:47 Investment Property Decisions in Retirement 09:44 Understanding Age Pensions Application 19:42 Real-World Application of Financial Strategies #CapitalGainsTaxAustralia #AgePensionExplained #SuperAndRetirement #RetirementCaseStudy #AustralianWealth About Wealthlab Wealthlab helps Australians build wealth, grow businesses, and live life on their terms, through smart financial advice, investing strategies, and financial education. 📲 Follow Us: Instagram:   / wealthlabau   Facebook:   / wealthlabau   Disclaimer: 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 (ABN 29 678 976 424) is a Corporate Authorised Representative (No. 001311287) of Index Tracking Financial Advice Pty Limited (ABN 47 646 019 543), Australian Financial Services Licence No. 566193. Read our Privacy Policy, fees and AFSL accreditations here: https://wealthlab.com.au/compliance-p...