When Super Fund Advice Can Cost You the Age Pension скачать в хорошем качестве

When Super Fund Advice Can Cost You the Age Pension

Find out more → https://wealthlab.scoreapp.com/ or book in a complimentary chat https://meetings.hubspot.com/jkarauri... / 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 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 (AFSL 485478). General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-p...