The NON-NEGOTIABLE for your SUPER! - In-specie Transfers

SugarMamma’s Fireplay

My job as a Financial Planner, is to help you build wealth and financial security by making informed and intelligent decisions with your hard earned money. If there is a hack, strategy, legal loophole, I will make it my number one priority to ensure that you know about it, so that you can decide if it is worth utilising in your financial freedom journey.

This one particular non-negotiable superannuation product feature, (in-specie transfers from accumulation to pension phase), is probably one of the most important tips to know about. Not only could this help you save $$$ in tax when you go to retire, it could also improve the quality and longevity of your retirement.

Everything you need to know about this, is in this episode. And you can refer to this IG Post as a guide: https://www.instagram.com/p/C_Fl3EdTw-c/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== - where I list for educational purposes, which superfunds offer this at this point in time. Please note that there may be others beyond this list. So always do your research and speak with a Financial Planner.

In the meantime...

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ADDITIONAL GENERAL ADVICE WARNING:

Whilst we discuss various financial topics, this podcast is not advice in anyway, but purely for educational purposes only. Nothing in this podcast is personal advice, investment advice or product advice. With any major financial decision, you must always do your own research, consider all the pros and cons, fees, caps, limits, costs, taxes etc. Always proactively educate yourself before making any major financial decision, consider your own financial goals, deadlines and risk profile. So please bear all of this in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams.

GENERAL ADVICE WARNING & FINANCIAL PLANNING LICENSE DETAILS:

The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

See omnystudio.com/listener for privacy information.