About this episode

Dev Raga interviews retirement adviser Martin McGrath to discuss the workings of superannuation in retirement.

In today's episode Dev is joined by retirement adviser and host of Retire Right, Martin McGrath to unpack how super works in retirement. He covers: 👉🏾 what is pension phase and how does it work? 👉🏿 when can you access your super 👉🏻 tax in super - money in accumulation vs pension phase 👉 what is a transition to retirement (TTR) and how does it work 👉🏾 the transfer balance cap explained 👉🏼 div 296 - who does it affect and and how does it work For more on retirement check out Retire Right on Youtube or wherever you listen to podcasts. Dev Raga Personal Finance is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au To chat with a professional and get help about your situation, 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…

People in this episode

Host: Dev Raga

Guest: Martin McGrath

Topics covered

• retirement planning
• superannuation
• taxation in retirement
• pension phase
• transition to retirement
• financial advice

Keywords

• superannuation
• retirement
• pension phase
• tax in super
• transition to retirement
• financial advice

Sponsors

Sphere Home Loans, Skye Wealth

Mentioned in this episode

Organizations: Retire Right, Money Sherpa PTY LTD

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