Navigating Superannuation Phases

In today’s episode Dev interviews Scott Taylor, touching on:

👉🏾 what is preservation age?

👉🏿 what are my options when I retire?

👉🏻 can I chop and change phases?

👉 what is Transition to Retire (TTR)?

👉🏼 how does tax work in the retirement phase?

👉🏽 how does an aged pension get affected?

👉🏾 what is a downsizer contribution?

👉🏿 what is the re-contribution strategy?

👉🏻 what is binding death nomination?

👉 how long can I continue to work and get super?

👉🏼 any specific rules on investment in retirement?

Scott Taylor scott@everestpw.com.au

Everest Wealth (everestwealthgroup.com.au)

Instagram (@everestwealth)

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