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The retirement 'sweet spot' is under threat

The retirement 'sweet spot' is under threat

The Money Puzzle · The Australian

August 7, 202527m 58s

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Show Notes

Inside the advice sector, they call it ‘the sweet spot’: The perfect amount of money to have in super that also guarantees you access to a government pension. With the majority of Australians accessing full or part-time pensions, it’s a big game and the rules have been clear for a long time.

But those ‘pension access’ rules may soon be overhauled as the government launches a major tax review this month at the so-called ‘productivity summit.

Hugh Robertson of Centaur Financial Services joins Associate Editor - Wealth James Kirby in this episode.


In today's show, we cover...

  • The retirement sweet spot for optimising pension access
  • The retirement black spot - just missing out on a pension 
  • Why the pension asset test may soon be tightened
  • Dividend Reinvestment Plans - Not for everyone

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Topics

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