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How to retire on $650,000 as a single
Discover the keys to retiring comfortably as an individual with $650,000 in superannuation and savings. We delve into everything from setting spending limits to optimising your tax arrangements, and explore practical advice for managing income and assets tests to maximise your pension entitlements. Tune in for expert insights to help you retire with confidence… To view the video version of this episode visit https://youtu.be/gmP-nC5-8rY Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Making the Most of a Lump Sum
In this episode, we dive into the smart steps to take when you receive a lump sum of money, whether it’s from a farm or business sale, an inheritance, or even a Tattslotto win. We’ll cover the key considerations around timing and capital gains tax, as well as strategies for what to do with the funds once taxes are sorted. Learn how to make the most of your windfall with a plan that sets you up for long-term financial success. To view the video version of this episode visit https://youtu.be/ZK0sc2aGgxk Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.