

Superannuation basics: a financial adviser's guide to sorting your retirement out
Jun 13, 2024
Financial advisers Alex Luck and Daisy Magor from Everest Wealth discuss superannuation basics, investing inside vs outside of super, using super calculators, comparing super funds, the value of financial advice, and more. They emphasize the importance of aligning investment decisions with personal goals, caution against relying solely on projected superannuation amounts for retirement planning, and provide strategies for growing super balances.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Importance of Superannuation and Retirement Planning
01:32 • 18min
Managing Multiple Super Funds
19:55 • 2min
Navigating the complexities of super fund consolidation and comparison
21:31 • 2min
Understanding Fees and Ethics in Superfunds
23:38 • 9min
Strategies for Growing Your Super Balance
32:45 • 5min
Wrapping up superannuation basics and financial advice disclaimer
38:10 • 3min