Age Pension Australia - understand the rules and how to qualify

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Ever wondered how the Age Pension works and how you qualify? In this episode, host Anne Fuchs sits down with Justin Bott from Services Australia to break down everything you need to know.
Tune in to learn:
- the rules for eligibility
- how Age Pension payments are calculated
- what income and assets are counted
- how to claim through Services Australia
- what to do if your circumstances change.
Whether you’re close to retirement, or just starting to think about it, this episode offers useful tips and insights to help you navigate retirement planning with confidence.
FOLLOW SUPER INSIDER  
Apple Podcasts - podcasts.apple...
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RECOMMENDATIONS  
How the Age Pension and super work together
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Enjoyed the video? Give it a thumbs up and share it with a friend who might like it too!  
WE’D LOVE TO HEAR FROM YOU!  
If you found this episode helpful, drop us a comment and let us know the topics or questions you’d like us to cover next. Or email us at podcast@art.com.au. Thank you!  
 CREDITS   
Anne Fuchs, Australian Retirement Trust Executive General Manager Advice, Guidance and Education  
Justin Bott, Services Australia Customer Information Officer
The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing.
This is general information only. It’s not based on your personal objectives, financial situation or needs. So, think about those things and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser.
This information and all products are issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975) (‘Trustee’), trustee of Australian Retirement Trust (ABN 60 905 115 063) (‘the Fund’ or ‘ART’).
Any advice given is 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 representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid.
Any information given by the guest speaker is provided as general information only and not financial advice.

Опубликовано:

29 сен 2024

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Комментарии : 7

@chillikoala День назад

I think it's important to note that the aged pension is a safety net for Australians that need it. It will only cover a minimum standard of living. A healthy super balance at retirement is what we should all be aiming for if we have the means to achieve it. It's mind boggling whenever I hear or read about someone trying to dwindle down their assets and super (which might have been going well) before retiring, just so that they can qualify for a full age pension.

@jeffreb55 4 дня назад

i didn't really understand having scenarios may of worked better. it seems to be that if you we ok with money and gathered assets throughout your life you get nothing.... again. i assume most people have super that are watching this and a few investments (A couple, combine assets $470,000) is very little in assets. Am i missing something

@CryptoObserver-0 6 дней назад

That was very informative, thank you. However, I wish you would have added something on CryptoCurrency. Every broadcaster always mentions, shares, cash, assets etc... but no one specifically mentions crypto. Is this something that must be declared for pension eligibility? Could you pls confirm... thanks

@AustralianRetirementTrust 6 дней назад

Hi! We frequently monitor the growth in cryptocurrencies and their behaviour. However, at this point, we have no plans to invest in bitcoin or other cryptocurrencies. As a super fund, we overwhelmingly invest in real and financial assets that generate reliable streams of income - dividends, interest, rent etc. - that can be accrued and reinvested on behalf of our members. At this stage of their development, cryptocurrencies are still highly speculative assets that are almost impossible to value in any fundamental sense and are traded on markets that are far from transparent. For further information on how Australian Retirement Trust invests, our Investment Reports provide a regular update on the economy and the market, along with the management and performance of our investment options: www.australianretirementtrust.com.au/investments/performance/reports Henri @ ART :)

@Briansunday-zw8wb 6 дней назад

Hi, why were no limits discussed? Thanks:)

@AustralianRetirementTrust 6 дней назад

Hi! If you're concerned about limits concerning the Pension - please contact Centrelink directly - www.servicesaustralia.gov.au/who-can-get-age-pension?context=22526 Thanks! Henri @ ART