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301 retiring before 60, structuring property ownership, CGT strategies + more

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Manage episode 458852303 series 3530837
Content provided by Glen James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Glen James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

To kick off the new year financial advisers, Martin McGrath and Wayne Terry answer your questions about:


๐Ÿ‘‰ funding your pre-super years if retiring before 60

๐Ÿ‘‰๐Ÿฝ best way to structure joint investment property ownership

๐Ÿ‘‰๐Ÿพ CGT strategies for moving shares into super


If youโ€™d 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/


๐Ÿก 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.


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.

  continue reading

82 episodes

Artwork
iconShare
 
Manage episode 458852303 series 3530837
Content provided by Glen James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Glen James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

To kick off the new year financial advisers, Martin McGrath and Wayne Terry answer your questions about:


๐Ÿ‘‰ funding your pre-super years if retiring before 60

๐Ÿ‘‰๐Ÿฝ best way to structure joint investment property ownership

๐Ÿ‘‰๐Ÿพ CGT strategies for moving shares into super


If youโ€™d 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/


๐Ÿก 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.


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.

  continue reading

82 episodes

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