In today's episode Glen and Martin answer a listener question about quitting a casual job at age 60 and what that means for accessing super. Plus, they dive deep into the behind-the-scenes super components that can affect tax, estate planning and insurance. They touch on:

👉🏻 when quitting a job at 60 lets you access super

👉 the difference between preservation age and conditions of release

👉🏼 how “taxable” vs “non-taxable” super components actually work

👉🏽 why eligible service dates (ESDs) matter for tax and TPD

👉🏾 the risks of rolling over super without understanding the rules

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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. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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