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004 Using your Super to pay your Mortgage

004 Using your Super to pay your Mortgage

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 In this episode, Nathan Fradley and Jordan Varka explore the complex decision of whether to pay off a mortgage using superannuation. This is a common question for financial advisers, balancing the financial aspects: the fundamentals of superannuation, preservation age, tax implications, and with the personal and emotional considerations such as work stress or financial pressure or lifestyle creep. The conversation emphasizes the need for professional advice due to the nuanced nature of these financial strategies, particularly in relation to Centrelink and pension phase. takeaways
  • Understanding your own financial circumstances is crucial.
  • Superannuation is a tax structure designed for retirement savings.
  • The tax rate within super is significantly lower than personal tax rates.
  • Decisions should not be made solely based on tax benefits.
  • Accessing superannuation is subject to preservation age rules.
  • Employment status affects access to superannuation funds.
  • Converting super to a pension can have tax implications.
  • Personal feelings and financial stress play a significant role in decision-making.
  • Centrelink assessments can impact superannuation strategies for couples.
  • Professional advice is essential for navigating complex financial decisions.

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