Your curly retirement questions resolved by Drew and James

13/03/2025 44 min
Your curly retirement questions resolved by Drew and James

Listen "Your curly retirement questions resolved by Drew and James"

Episode Synopsis

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer the hard questions that our listenerest just can’t seem to get straight answers to.

If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

Life when you’re asset rich and cash poor

Putting an investment property into an SMSF

How Downsizer contributions work

Stamp duty issues for ‘love and affection’ transfers

Financial support for low super balance retirees

How can I set up a Pension for my SMSF including regular payments


Resources for this episode

ATO Tax variations

Stamp duty spouse or partner exemptions (VIC)

ATO Downsizer Contributions

Ask a question (select the Retirement podcast)


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