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333 selling inherited shares, share brokerage terms, non-concessional contribution vs mortgage, downsizing property to super + more

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Manage episode 501418582 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.

In today's Q&A, Glen and Martin discuss:


๐Ÿ‘‰๐Ÿป should you sell inherited shares and buy ETFs? Plus SRN, HIN and CHESS sponsorship explained

๐Ÿ‘‰ extra non-concessional contributions vs paying down the mortgage

๐Ÿ‘‰๐Ÿผ can I still salary sacrifice up to the $30k cap even if my super balance is over $500k

๐Ÿ‘‰๐Ÿฝ retire with an IP or sell IP and put money in super?


Watch the 'money by age' mini-series here: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCsz


Subscribe to this is property: https://www.youtube.com/@thisisproperty


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. 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.

  continue reading

95 episodes

Artwork
iconShare
 
Manage episode 501418582 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.

In today's Q&A, Glen and Martin discuss:


๐Ÿ‘‰๐Ÿป should you sell inherited shares and buy ETFs? Plus SRN, HIN and CHESS sponsorship explained

๐Ÿ‘‰ extra non-concessional contributions vs paying down the mortgage

๐Ÿ‘‰๐Ÿผ can I still salary sacrifice up to the $30k cap even if my super balance is over $500k

๐Ÿ‘‰๐Ÿฝ retire with an IP or sell IP and put money in super?


Watch the 'money by age' mini-series here: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCsz


Subscribe to this is property: https://www.youtube.com/@thisisproperty


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. 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.

  continue reading

95 episodes

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