When Super Fund Advice Can Cost You the Age Pension

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Your super fund might be offering “free financial advice” but what if that advice quietly costs you over $100,000 in retirement income? In this episode, we unpack a real case where limited advice inside a super fund led to a costly Age Pension mistake.

You’ll learn:
What “intra-fund” advice actually covers — and what it legally cannot advise on
Why retirement planning requires considering both partners, not just one super account
How moving super into pension phase at the wrong time can reduce Age Pension eligibility
Why money held in accumulation phase may be exempt from Centrelink assessment (if one spouse is under Age Pension age)
How missing broader advice can cost six figures in Age Pension payments over time

00:00 Understand IntraFund Financial Advice
06:14 The Risks of Free Financial Advice
11:46 Case Study:Costly Mistakes in Retirement Planning

#SuperannuationAustralia #retirementplanning #agepensionexplained #FinancialAdviceAU #wealtheducation

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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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