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Age Pension Australia – understand the rules and how to qualify

Автор: Australian Retirement Trust

Загружено: 2024-09-23

Просмотров: 137716

Описание:

Ever wondered how the Age Pension works and how you qualify? In this episode, host Anne Fuchs sits down with Justin Bott from Services Australia to break down everything you need to know.

Tune in to learn:
the rules for eligibility
how Age Pension payments are calculated
what income and assets are counted
how to claim through Services Australia
what to do if your circumstances change.

Whether you’re close to retirement, or just starting to think about it, this episode offers useful tips and insights to help you navigate retirement planning with confidence.

FOLLOW SUPER INSIDER  
Apple Podcasts - https://podcasts.apple.com/au/podcast...
Spotify - https://open.spotify.com/show/1aXYHWZ...

RECOMMENDATIONS  
How the Age Pension and super work together
https://www.australianretirementtrust...
How much Age Pension can you get?
https://www.servicesaustralia.gov.au/...

IF YOU LIKED THIS EPISODE YOU MAY LIKE  
Income in retirement: how to access your superannuation
https://www.australianretirementtrust...
Is financial advice worth it?
https://www.australianretirementtrust...

Enjoyed the video? Give it a thumbs up and share it with a friend who might like it too!  

WE’D LOVE TO HEAR FROM YOU!  
If you found this episode helpful, drop us a comment and let us know the topics or questions you’d like us to cover next. Or email us at [email protected]. Thank you!  

 CREDITS   
Anne Fuchs, Australian Retirement Trust Executive General Manager Advice, Guidance and Education  
Justin Bott, Services Australia Customer Information Officer

The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing.

This is general information only. It’s not based on your personal objectives, financial situation or needs. So, think about those things and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser.

This information and all products are issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975) (‘Trustee’), trustee of Australian Retirement Trust (ABN 60 905 115 063) (‘the Fund’ or ‘ART’).

Any advice given is by representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL 227867) or QInvest Limited (ABN 35 063 511 580, AFSL 238274), both wholly owned by the Trustee. As representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid.

Any information given by the guest speaker is provided as general information only and not financial advice.

Age Pension Australia – understand the rules and how to qualify

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