Are You on Track? How Wealthy Australians Build a Tax-Free Retirement
Автор: Mont Wealth Advisors - Investment & Superannuation
Загружено: 2025-12-11
Просмотров: 26
In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, delves into the complexities of retirement in Australia. T
he video covers the cost and duration of retirement, strategies used by wealthy Australians, and the potential flaws in common retirement benchmarks. Rob discusses the importance of superannuation as a tax engine, and various strategies such as concessional and non-concessional contributions, downsizing contributions, and tax planning to achieve a comfortable retirement. Detailed projections and advice are provided for couples and singles aiming to build a substantial retirement portfolio.
00:00 Introduction to Pizz-Spectives
01:09 Understanding the Retirement Challenge
01:56 ASFA's Comfortable Retirement Benchmark
04:21 Real Costs and Capital Requirements
06:52 Strategies for Maximizing Superannuation
08:31 Advanced Superannuation Strategies
11:16 Self-Managed Super Funds and Tax Planning
14:43 Final Thoughts and Key Takeaways
Rob Pizzichetta | BBus MFinPlan
Founder | Chair Investment Committee | Wealth Advisor
Mobile: 0419 514 278
Email: [email protected]
Authorised Representative: 1267301
Mont Wealth Advisors Pty Ltd
Address: Level 22, 8 Exhibition Street, Melbourne 3001
Website: www.montwealth.com.au
ABN 84 640 452 115 | AFSL 534358
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