
← Retire Right12 aug · 47 min
433 Couples age gap & Age Pension, inheriting a home, the retirement sweet spot + more
Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/
In today's episode Glen and financial adviser Nathan Fradley talk about:
👉 Wendy's questions around an older spouse applying for the age pension:
- how will Centrelink assess my income when my husband applies?
- if he doesn't qualify, what seniors health cards are available?
- should I consider reducing my work hours before he applies?
- if he uses his super to pay off the mortgage, how will his assets be assessed?
- is a car on novated lease assessed by Centrelink?
👉🏼 Ignatius - I'm inheriting my parent's home. Can I make it my PPOR to pay no tax when I sell?
👉🏽 Richard - my defined benefit must be cashed out upon retirement. Should I roll the money into my retail super or use the cash to invest?
👉🏾 Col - how can I calculate the retirement sweet spot in 10 years time?
Glen's favourite tea: link.amazon/B0bziQ7s5