Luke on 2CC – Talking retirement and Account based pensions

Account based pension and retirement: Did you know you retirement earnings in an account based pension are tax free? 

Luke Smith joined Richard Perno on Radio Station 2CC Talking Canberra 1206AM.
The Money Show aired onLuke Smith, Financial Planner is on Talking Canberra Friday 10 August 2018.

Luke and Richard talk about how to turn your super into an income stream with an account based pension.

Topics covered include:

  • What an account based pension is? (formerly called an allocated pension)
  • How old you have to be to retire and what retirement actually means
  • The benefits of account based pensions – like tax free earnings and no capital gains tax
  • Be aware of the rules around retirement, and
  • Seek advice before you retire so you make the most of your options – it pays to plan.

Listen to the Podcast right now

 

Retirement planning with an account based pension

 

If you need advice, contact Luke on 02 6260 4749 or use our contact us form to make an appointment for a confidential discussion about your situation.

Envision 2CC offer – Your first appointment is at our cost, so make an appointment to confidentially discuss your financial situation and retirement goals.

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