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three financial advisers vs your superannuation questions (campfire chat) (ep 847)

Автор: money money money

Загружено: 2025-11-24

Просмотров: 2455

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Glen James was joined by 3 financial advisers at the Financial Advice Association of Australia's annual congress in Perth! They answer your questions about superannuation, touching on:
05:48 when is the right time for partners to set up a self managed super fund (SMSF)?
22:38 spouse splitting and spouse contributions - what are these?
26:48 realised vs unrealised gains - what's the difference?
34:16 over $500k in super + catch up rules
37:58 salary sacrifice year round vs in a lump sum
43:35 what advice would 3 advisers share to anyone reviewing their super?
47:26 what do 3 financial advisers think of superannuation contribution caps?

Check out the advisers in this chat below:
John from Thriving Wealth: https://www.thrivingwealth.com.au/
Deline and Jayde from Mazi Wealth: https://maziwealth.com.au/

#superannuation #glenjames #moneymoneymoney #moneypodcast #personalfinance #retirement #retirementplanning

money money money is proudly brought to you by Sphere Home Loans. No matter where you are in Australia, their team is ready to assist with your mortgage needs—whether you're purchasing a home, investing in property, or looking to refinance.

Sphere Home Loans: https://www.spherehomeloans.com.au/

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11ai

Need a system to manage your money? Check out the free Glen James Spending Plan here: https://education.moneypodcast.com.au...

This video is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment video as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this video. SYMO interactive Pty Ltd, the publisher of the video, is an authorised representative of MoneySherpa Pty Ltd (as is Glen James) which holds financial services licence 451289. Please read our Financial Services Guide located at moneypodcast.com.au. This video is intended for residents of Australia.

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Midroll Segment:
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three financial advisers vs your superannuation questions (campfire chat) (ep 847)

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