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325 spouse super splitting, pension accounts for inheritance, motorhomes & Centrelink + more
Manage episode 490828483 series 3530837
In today's community Q&A, Glen James and Martin McGrath unpack:
๐ what is spouse super splitting and who would this strategy suit
๐๐ผ can/should anon open a new pension account for an inheritance?
๐๐ฝ when to fill out a notice of intent to claim for a super contribution
๐๐พ can my motorhome be deemed my primary residence for Centrelink purposes?
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก Join the retire right facebook group: https://www.facebook.com/groups/retireright
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
86 episodes
Manage episode 490828483 series 3530837
In today's community Q&A, Glen James and Martin McGrath unpack:
๐ what is spouse super splitting and who would this strategy suit
๐๐ผ can/should anon open a new pension account for an inheritance?
๐๐ฝ when to fill out a notice of intent to claim for a super contribution
๐๐พ can my motorhome be deemed my primary residence for Centrelink purposes?
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
Sign up to the Retire Right newsletter here: https://email.retireright.com.au/
๐ก Join the retire right facebook group: https://www.facebook.com/groups/retireright
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
86 episodes
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