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224 transition to retirement pension

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Manage episode 431689817 series 3530837
Content provided by Glen James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Glen James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today's chat financial advisers Martin & Wayne from Financial Edge Group unpack the transition to retirement (TTR) pension, touching on:


๐Ÿ‘‰ what it is and how they work

๐Ÿ‘‰๐Ÿผ eligibility

๐Ÿ‘‰๐Ÿฝ impact on tax

๐Ÿ‘‰๐Ÿพ practical case studies

๐Ÿ‘‰๐Ÿฟ and more


If youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retireright


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

38 episodes

Artwork
iconShare
 
Manage episode 431689817 series 3530837
Content provided by Glen James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Glen James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today's chat financial advisers Martin & Wayne from Financial Edge Group unpack the transition to retirement (TTR) pension, touching on:


๐Ÿ‘‰ what it is and how they work

๐Ÿ‘‰๐Ÿผ eligibility

๐Ÿ‘‰๐Ÿฝ impact on tax

๐Ÿ‘‰๐Ÿพ practical case studies

๐Ÿ‘‰๐Ÿฟ and more


If youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retireright


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

38 episodes

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