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Age Pension Australia – understand the rules and how to qualify

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Manage episode 441407385 series 2842044
Treść dostarczona przez Australian Retirement Trust. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Australian Retirement Trust lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Ever wondered how the Age Pension works and how you qualify? In this episode, host Anne Fuchs sits down with Justin Bott from Services Australia to break down everything you need to know.

Tune in to learn:

  • the rules for eligibility
  • how Age Pension payments are calculated
  • what income and assets are counted
  • how to claim through Services Australia
  • what to do if your circumstances change.

Whether you’re close to retirement, or just starting to think about it, this episode offers useful tips and insights to help you navigate retirement planning with confidence.

FOLLOW SUPER INSIDER  

Apple Podcasts - https://podcasts.apple.com/au/podcast...  

Spotify - https://open.spotify.com/show/1aXYHWZ...   

RECOMMENDATIONS  

How the Age Pension and super work together

How much Age Pension can you get?

IF YOU LIKED THIS EPISODE YOU MAY LIKE  

Income in retirement: how to access your superannuation

Is financial advice worth it?

WE’D LOVE TO HEAR FROM YOU!   

If you have any feedback, or topics you want us to cover in upcoming episodes, just drop us an email at podcast@art.com.au. Thank you!    

CREDITS   

Anne Fuchs, Australian Retirement Trust Executive General Manager Advice, Guidance and Education  

Justin Bott, Services Australia Customer Information Officer

The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing.

This is general information only. It’s not based on your personal objectives, financial situation or needs. So, think about those things and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser.

This information and all products are issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975) (‘Trustee’), trustee of Australian Retirement Trust (ABN 60 905 115 063) (‘the Fund’ or ‘ART’).

Any advice given is by representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL 227867) or QInvest Limited (ABN 35 063 511 580, AFSL 238274), both wholly owned by the Trustee. As representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid.

Any information given by the guest speaker is provided as general information only and not financial advice.  

  continue reading

28 odcinków

Artwork
iconUdostępnij
 
Manage episode 441407385 series 2842044
Treść dostarczona przez Australian Retirement Trust. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Australian Retirement Trust lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Ever wondered how the Age Pension works and how you qualify? In this episode, host Anne Fuchs sits down with Justin Bott from Services Australia to break down everything you need to know.

Tune in to learn:

  • the rules for eligibility
  • how Age Pension payments are calculated
  • what income and assets are counted
  • how to claim through Services Australia
  • what to do if your circumstances change.

Whether you’re close to retirement, or just starting to think about it, this episode offers useful tips and insights to help you navigate retirement planning with confidence.

FOLLOW SUPER INSIDER  

Apple Podcasts - https://podcasts.apple.com/au/podcast...  

Spotify - https://open.spotify.com/show/1aXYHWZ...   

RECOMMENDATIONS  

How the Age Pension and super work together

How much Age Pension can you get?

IF YOU LIKED THIS EPISODE YOU MAY LIKE  

Income in retirement: how to access your superannuation

Is financial advice worth it?

WE’D LOVE TO HEAR FROM YOU!   

If you have any feedback, or topics you want us to cover in upcoming episodes, just drop us an email at podcast@art.com.au. Thank you!    

CREDITS   

Anne Fuchs, Australian Retirement Trust Executive General Manager Advice, Guidance and Education  

Justin Bott, Services Australia Customer Information Officer

The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing.

This is general information only. It’s not based on your personal objectives, financial situation or needs. So, think about those things and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser.

This information and all products are issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975) (‘Trustee’), trustee of Australian Retirement Trust (ABN 60 905 115 063) (‘the Fund’ or ‘ART’).

Any advice given is by representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL 227867) or QInvest Limited (ABN 35 063 511 580, AFSL 238274), both wholly owned by the Trustee. As representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid.

Any information given by the guest speaker is provided as general information only and not financial advice.  

  continue reading

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