432 Downsizer rules, super contributions, investing for teens & can AI do your retirement planning?

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In this episode Glen is joined by return guest Gemma Dale, Head of Investor Behaviour and SMSF at nabtrade and host of the Your Wealth podcast. They discuss your questions touching on:

👉 is there a program that can put together a financial plan?

👉🏼 DIY vs paying for financial advice

👉🏽 how effective is AI for financial advice?

👉🏾 when do you need to submit a notice of intent to claim form to your super fund?

👉🏿 what is a downsizer contribution and how does it work?

👉🏻 investing for an 18yo - choosing index funds, tax implications & paying off HECs

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