442 superannuation part 2 - retirement phase

In today’s episode Dev interviews Scott Taylor, touching on:

👉🏾 what is preservation age?

👉🏿 what are my options when I retire?

👉🏻 can I chop and change phases?

👉 what is Transition to Retire (TTR)?

👉🏼 how does tax work in the retirement phase?

👉🏽 how does an aged pension get affected?

👉🏾 what is a downsizer contribution?

👉🏿 what is the re-contribution strategy?

👉🏻 what is binding death nomination?

👉 how long can I continue to work and get super?

👉🏼 any specific rules on investment in retirement?

Scott Taylor scott@everestpw.com.au

Everest Wealth (everestwealthgroup.com.au)

Instagram (@everestwealth)

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SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.

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. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf

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