Super Insider How to make your money last through retirement
Retirement is a major milestone in most people’s lives. But making sure that our money lasts throughout retirement can be a worry, and sometimes even a challenge. Don’t miss Australian Retirement Trust’s Senior Manager of Advice Delivery, Luke Caruana in conversation with host Anne Fuchs as they discuss how much superannuation is needed to retire comfortably, options for accessing your super in retirement and what you can do to help make your super last.
#Superannuation #Retirement #Super
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CREDITS:
Host: Anne Fuchs, Australian Retirement Trust Executive General Manager of Advice, Guidance and Education
Guest: Luke Caruana, Australian Retirement Trust Senior Manager of Advice Delivery
Any advice given is provided by representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL 227867) or QInvest Limited (ABN 35 063 511 580, AFSL 238274), both wholly owned by the Trustee as an asset of Australian Retirement Trust. As representatives, they may recommend ART superannuation products when they are appropriate. Please refer to the relevant Financial Service Guides available at art.com.au/fsg for Super Savings and at qsuper.com.au/disclosure for QSuper. The content is provided for general information and educational purposes only, any personal views and opinions in this podcast are not necessarily the views of the Trustee.
This information and all products are issued by Australian Retirement Trust Pty Ltd ABN 88 010 720 840 AFSL No. 228975, the trustee of the Fund, Australian Retirement Trust ABN 60 905 115 063. Any reference to "QSuper" is a reference to the Government Division of the Fund. Information is correct at the time of publishing. This is general information only and does not take into account the investment objectives, financial situation or needs of any particular individual. You should consider if the information is appropriate to your own circumstances before acting on it. You should also consider the relevant Product Disclosure Statement (PDS) before deciding to acquire or continue to hold any financial product and also the relevant Target Market Determination (TMD). For a copy of the PDS or TMD, please phone 13 11 84 or go to the Australian Retirement Trust website at art.com.au/pds or for QSuper products visit qsuper.qld.gov.au/pds or call us on 1300 360 750 for a copy.
Past performance is not a reliable indicator of future performance. Investment returns are net of investment fees, costs, and taxes (where applicable). For performance details, please see more information here: Investment performance. Super Savings products issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL No. 228975) as trustee for Australian Retirement Trust (ABN 60 905 115 063). Consider the Super Savings product disclosure statements and TMDs before deciding.
Taxes may be payable in foreign countries in respect of income derived from non-Australian investment earnings, and a penalty tax on notional earnings may apply if you have a high total balance in one or more superannuation retirement pensions.