this is daily super beneficiaries, insurance policies inside super + frequently asked questions
Superannuation gets complicated when it comes to beneficiaries, tax treatment, insurance, and estate planning. Glen James and John Pidgeon break down who really gets your super (and how much tax they’ll pay), why group insurance inside super isn’t always the best deal, and how to check if your fund is working for you.
This audio is from a clip on the money money money YouTube channel: https://youtu.be/QxDxQWe9xGY
money money money is proudly brought to you by Sphere Home Loans. No matter where you are in Australia, their team is ready to assist with your mortgage needs—whether you're purchasing a home, investing in property, or looking to refinance.
Sphere Home Loans: https://www.spherehomeloans.com.au/
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11ai
We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need: https://email.moneypodcast.com.au/
Need a system to manage your money? Check out the free Glen James Spending Plan here: https://education.moneypodcast.com.au/courses/the-glen-james-spending-plan
This video is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. 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 and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment video as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this video. SYMO interactive Pty Ltd, the publisher of the video, is an authorised representative of MoneySherpa Pty Ltd (as is Glen James) which holds financial services licence 451289. Please read our Financial Services Guide located at moneypodcast.com.au. This video is intended for residents of Australia.
Intro theme:
"Coal" by Hartley
Licensed via Shutterstock Music – royalty-free, commercial use permitted.
Community Segment Theme:
"Tuscan" by Geoffrey Jerrell
Licensed via Shutterstock Music – royalty-free, commercial use permitted.
Midroll Advice Segment:
"Sunset Paradise Pop" by Lesion X
Licensed via Pixabay Music – royalty-free for commercial use.
Outro Music:
"Photograph" by nomaBeats
Licensed via Pixabay Music – royalty-free for commercial use.
No copyright infringement intended. All music used under appropriate commercial licences.
Hosted on Acast. See acast.com/privacy for more information.