Episode Details

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most important questions on retirement. Drew and James also make a 12 month bet on CBA.

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Topics covered today:

1. Should I switch my super fund?
2. Pensions with two separate super funds
3. Super fund returns versus ETFs
4. What order should you draw on wealth when you have super and investments?
5. Borrowing against the home to put in super
6. Transferring shares directly into your super
7. Drawing an allocated pension and recontributing to super at the same time
8. A personal wager on the CBA share price
9. Having enough cash to make pension payments

Resources for this episode:

• Drew on LinkedIn
• James on LinkedIn
• SPIVA comparison
• Minimum Pension Payments from A60 onwards
• ATO guidance on deductions for debts
• Restaurants for Drew to consider when he takes James out to dinner

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