Episode Details
Back to EpisodesYour curly retirement questions resolved by Drew and James
Description
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer the hard questions that our listenerest just can’t seem to get straight answers to.
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Topics covered today:
- Life when you’re asset rich and cash poor
- Putting an investment property into an SMSF
- How Downsizer contributions work
- Stamp duty issues for ‘love and affection’ transfers
- Financial support for low super balance retirees
- How can I set up a Pension for my SMSF including regular payments
Resources for this episode
- ATO Tax variations
- Stamp duty spouse or partner exemptions (VIC)
- ATO Downsizer Contributions
- Ask a question (select the Retirement podcast)
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