How the Age Pension Really Works (With Real Case Studies)

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Superannuation, the Age Pension and tax rules can feel like a minefield and one wrong move can cost you tens of thousands of dollars. In this episode, we walk through real-life case studies that show how small timing and structure decisions can dramatically change your tax bill and pension outcome.

You’ll learn:
How delaying the sale of an investment property by weeks or months can significantly reduce capital gains tax
Why selling assets in your last year of work is often far more expensive than selling after retirement
How catch-up concessional super contributions can be used to legally reduce tax on large capital gains
How Centrelink’s assets test and income test really work for couples approaching the Age Pension age
Why income drawn from super does not count as income for the Age Pension, and how deeming actually applies

00:00 Navigating The Retirement Minefield
01:47 Investment Property Decisions in Retirement
09:44 Understanding Age Pensions Application
19:42 Real-World Application of Financial Strategies

#CapitalGainsTaxAustralia #AgePensionExplained #SuperAndRetirement #RetirementCaseStudy #AustralianWealth

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General advice only. This content doesn’t consider your objectives, financial situation or needs. Consider whether it’s appropriate for you and read our FSG before acting. Past performance is not a reliable indicator of future results. Wealthlabplus Pty Ltd (AFSL 485478).

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