Australian Finance Podcast

New super funds, divorce settlement and using your leave entitlements wisely | Q&A with Gemma and Owen

Apr 3, 2025
Listeners dive into fascinating discussions about optimizing leave entitlements after leaving a job. Practical advice on handling new super funds and divorce settlements is shared, along with personal stories of investment wins and losses. The hosts discuss when to seek professional help versus going DIY in ETF investing. Small steps for starting investments post-divorce are encouraged, promoting confidence in financial decision-making. Together, they explore proactive financial planning amidst life changes, inviting listeners to engage and learn.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Gemma's Property Stories

  • Gemma Mitchell's best investment was a mortgagee property purchased at 50% market value.
  • However, she also sold a property pre-COVID that later doubled in value, highlighting unpredictable market fluctuations.
ANECDOTE

Owen's Top Investments

  • Owen Rask considers his career and education as his best investments, leading to his business.
  • ProMedicus shares also yielded substantial returns, exceeding property gains.
ADVICE

Leave Entitlement Payout

  • Consider timing lump-sum leave payouts strategically to minimize tax implications.
  • Consult an accountant for personalized advice.
Get the Snipd Podcast app to discover more snips from this episode
Get the app