Living your best retirement

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  • Опубліковано 4 гру 2024

КОМЕНТАРІ • 18

  • @AnhNguyen-bi6vg
    @AnhNguyen-bi6vg 7 місяців тому

    Excellent contents, thank you, especially the examples on how to apply the different super rules to optimise our balance

  • @bigbobgriffollo4814
    @bigbobgriffollo4814 6 місяців тому +1

    Ok probably don’t need the notebook and laptop. I love to listen to the show.

  • @IfranReinfeld
    @IfranReinfeld 5 днів тому +57

    Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family...

    • @ClarieZwiehoff
      @ClarieZwiehoff 5 днів тому

      I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks...

    • @IfranReinfeld
      @IfranReinfeld 5 днів тому

      @@ClarieZwiehoff Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* ..

    • @ClarieZwiehoff
      @ClarieZwiehoff 5 днів тому

      Oh please I’d love that. Thanks!

    • @IfranReinfeld
      @IfranReinfeld 5 днів тому

      @@ClarieZwiehoff *MARGARET MOLLI ALVEY*

    • @IfranReinfeld
      @IfranReinfeld 5 днів тому

      Lookup with her name on the webpage.

  • @cryptokuki
    @cryptokuki 7 місяців тому

    Enjoyed the series & thank you for your breakdown
    May I ask when you hit preservation age 60 plus can you go abroad let say for 4 to 6 months a year for travel & come back. What impact will be felt & will my superfund be hindered because of it?

    • @AustralianRetirementTrust
      @AustralianRetirementTrust  7 місяців тому

      Hi Cryptokuki,
      To answer your question we'll need to verify your details first - can you please contact us securely via email, phone or live chat at www.australianretirementtrust.com.au/contact-us. For your own security, we encourage you not to send any personal information about your Australian Retirement Trust account via UA-cam.
      Kind regards,
      ^Lola

  • @caroleyates7664
    @caroleyates7664 5 місяців тому

    If my husband has an income stream account already does it make sense to draw more from that rather than accessing mine as a transition to retirement as I'm not of pension age and it would then impact his pension amount

  • @hungvan1854
    @hungvan1854 19 днів тому

    Hi what happened when you passed away and in case 100 percent beneficiaries passed away who can get the fund left in pension super fund Thanks

  • @mangoman9290
    @mangoman9290 7 місяців тому

    Re: Recontribution strategy - Where on the ART website can I find out what % of my account is Taxable and Non-Taxable?

    • @AustralianRetirementTrust
      @AustralianRetirementTrust  7 місяців тому

      Hi @mangoman9290, thank you for your message. So we can assist, please contact us either by phone, email or webchat www.australianretirementtrust.com.au/contact-us We look forward to hearing from you soon. All the best, Betty

    • @keithbaillie2341
      @keithbaillie2341 6 місяців тому +2

      Great point - i have asked ART before to add this basic info to portal as most other funds have it - don’t see why it is so hard - i have got the info over the phone but please add to self-service portal - or at least include on the annual statement please

  • @damitrx2
    @damitrx2 6 місяців тому

    Why am I paying 1% on fees when I could buy ETFs and pay .1%? A lot of fat in these super funds.

    • @Elliott_Wave
      @Elliott_Wave 5 місяців тому

      Or just buy the stocks that are in the ETFs, screw the fees... The Risk of ETFs is that you don't own the underlying assets, you don't own the stocks, if the ETF company went belly up then you could loose the lot. Just saying...