In this episode Glen and Martin unpack your questions:
👉 should you change your super investment strategy when the markets are volatile
👉🏼 inheriting property and CGT rules after 2 years
👉🏽 strategies to reduce tax when selling inherited property
👉🏾 how the 6-year rule works if you rent out your PPOR
👉🏿 what the transfer balance cap means in retirement planning
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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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