How to retire on $650,000 as a couple
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- Опубликовано: 11 фев 2024
- Unlock the secrets to retiring comfortably as a couple with $650,000 in superannuation and savings. From determining spending limits to optimising tax structures, we cover it all.
Learn how to maximise your Centrelink pension benefits while safeguarding assets for the surviving partner, including leveraging exemptions and exploring the Home Equity Access Scheme. Dive into estate planning considerations, including wills and superannuation strategies, and gain practical tips for navigating income and assets tests to maximise pension entitlements.
Don't miss out on expert insights to help you retire confidently.
MyValues website: www.myvalues.org.au/
Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.
Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.
Good to see the options. I wanted to know how $650k from the age of 60 a couple can retire? How much do they have yearly to spend until 93 years of age? Sorry, you didn’t get into that.
Would a segment on debt recycling be possible (pros, cons, products, asset and debt ownership structures, etc)? Really enjoy your videos, thanks guys.
Great suggestion Glenn! Thanks Rob
Would be great to do another one of these for singles :)
Thank you for your reply.
U are doing amazing work👏🏽
Thank for this great video… there’s so much information I learned
Glad it was helpful!
Who’s the “owners of this land”
I agree
Im surprised how much i pay my super fund in fee's on 600k
Hi Tony, fees can have a significant impact on your net returns and your balance over a long period of time. Important to understand what your paying, there are three types of fees. Product admin fees, ICR or investment manager fees and possibly a adviser fee if you use an adviser. If your in an old product, it may be costly when compared to more modern day options.
I was very interested in what you are about to say but switched off as soon as you wanted to preach the woke religion.
You lost me and all of your credibility with the woke welcome to country crap. No subscription from me today. Next time start with something less divisive.