When Super Fund Advice Can Cost You the Age Pension
Wealthlab Financial Advisors
0:00 / 0:00
When Super Fund Advice Can Cost You the Age Pension
15 860 просмотров · 8 месяцев назад
Wealthlab Financial Advisors
31,8 тыс. подписчиков
15 860 просмотров · 8 месяцев назад
General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-p...
Free retirement quiz (60 seconds) → https://wealthlab.com.au/retirement-q...
| Book a free call → https://wealthlab.com.au/strategy-rev...
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
00:00 Understand IntraFund Financial Advice
06:14 The Risks of Free Financial Advice
11:46 Case Study:Costly Mistakes in Retirement Planning
#SuperannuationAustralia #retirementplanning #agepensionexplained #FinancialAdviceAU #wealtheducation
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 does not consider your objectives, financial situation or needs. Consider whether the information is appropriate for you and read our FSG before acting. Past performance is not a reliable indicator of future performance.
Wealthlabplus Pty Ltd (ABN 29 678 976 424) is a Corporate Authorised Representative (No. 001311287) of MiPlan Advisory Pty Ltd (ABN 70 600 370 438), Australian Financial Services Licence No. 485478.
Read our Privacy Policy, fees and AFSL information here: https://wealthlab.com.au/compliance-p...