• 310 making $500K last before accessing super, super tax deductions & shifting to defensive assets

  • Mar 5 2025
  • Length: 57 mins
  • Podcast

310 making $500K last before accessing super, super tax deductions & shifting to defensive assets

  • Summary

  • Today's Q&A is packed with great questions from the Retire Right community and Glen is joined by financial adviser Nathan Fradley to unpack them:


    👉 what to do with a $500k property sale before retirement

    👉🏼 can you claim a tax deduction on extra super contributions?

    👉🏽 when should you start shifting your super to more defensive assets?

    👉🏾 plus, estate planning, pension strategies & more


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    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 (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.


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