When can you access your Superannuation?

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  • Опубліковано 21 тра 2024
  • Presented by Rob Goudie, Financial Adviser at Consortium Private Wealth in Horsham.
    Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.
    Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

КОМЕНТАРІ • 2

  • @AussieguyQLD
    @AussieguyQLD 17 днів тому +1

    Hi team, very informative thanks, and like the rest of your content: factual, concise and enjoyable. My understanding is that from age 65, we should be able to access our super as either an account-based income stream or a lump sum. This reflects what a lot of other commentators say also. But what I'm not hearing anyone say is - and maybe it's because we're not able to - that we can take part-lump sum and part-income stream. Can we determine to take a percentage as a lump-sum as a percentage as an income stream? Cheers😊

    • @ConsortiumPW
      @ConsortiumPW  16 днів тому

      Thank you for your feedback. Correct full access at age 65 regardless of working or not. Yes you can. What many do is roll 100% to pension then grab the lump sums they need along the way for the extra spends. Its harder to get large amount into superannuation but easy to take it all out. Thanks Rob