The SUPERmen Podcast

In this special episode of the SUPERmen Podcast, Lionel and Matt introduce Jack O'Mally and Izack Fuller, who share their journeys into financial advice and the exciting next chapter of their careers with Purpose Planning and Newcastle Advisers.The episode also reflects on the past financial year, covering career milestones, business growth, proudest moments, and the lessons learned along the way. From changing careers and building businesses to helping more Australians achieve financial confidence, it's an honest conversation about growth, purpose, and what's ahead.In this episode:Meet Jack and IsaacTheir journeys into financial adviceReflections on the past financial yearCareer milestones and business growthGoals and aspirations for the year ahead🎙️ Listen now to this special episode of the SUPERmen Podcast.

This week on the SUPERmen Podcast, Lionel and Matt break down the latest SMSF borrowing changes, discuss when buying property through super may or may not make sense, and explain why getting the right financial advice matters.They also share real client stories, practical retirement strategies, and lessons from Die With Zero—exploring how to make the most of your retirement while you're still able to enjoy it.In this episode:The latest SMSF borrowing changesProperty investing through superTransition to Retirement strategiesReal client conversations and retirement insightsWhy retirement is about more than just building wealth🎙️ Listen now to the latest episode of the SUPERmen Podcast.

In this episode of the SUPERmen Podcast, Lionel and Matt dive into some of the most common questions Australians ask when planning for retirement.Using real client conversations and practical examples, they explore how the right superannuation strategy can create clarity, confidence, and greater financial freedom. The discussion covers the power of compound interest, investment performance, retirement timing, contribution strategies, and the decisions that can have a lasting impact on retirement outcomes.The episode also looks at some of the challenges people face when transitioning into retirement, from balancing work and lifestyle choices to understanding the opportunities available within the superannuation system.Whether you're years away from retirement or actively planning your next chapter, this episode offers valuable insights into building confidence around your financial future.🎙️ Topics discussed:• The power of compound interest and long-term wealth creation• How investment performance can influence retirement outcomes• Common retirement planning questions and decisions• Super contribution opportunities and strategies• Real client conversations that changed retirement outlooks• Why financial confidence starts with understanding your optionsListen now to the latest episode of the SUPERmen Podcast.

In this episode of the SUPERmen Podcast, Lionel and Matt discuss some of the biggest developments currently shaping Australia's superannuation and retirement landscape.The conversation covers the growing trend of Australians moving money out of industry super funds, the opportunities and responsibilities that come with SMSFs, and the costly mistakes people can make when managing their own retirement savings. They also explore the importance of insurance inside super, common traps that can leave Australians underinsured, and why having a clear investment strategy matters.The episode also dives into Age Pension and Centrelink strategies, including ways retirees can maximise their entitlements and gain greater confidence heading into retirement.Most importantly, Lionel and Matt share why retirement planning is about more than just building wealth. They discuss the concept of "memory dividends", making the most of your healthy years, and why creating meaningful experiences with family and loved ones can be just as important as growing your super balance.Whether you're building your retirement savings, considering an SMSF, approaching retirement, or already retired, this episode is packed with practical insights and real-world lessons from the front line of financial advice.

Welcome back to the Superman Podcast with Lionel O’Mally and Matt McCabe. In this episode, the boys unpack new ASIC research exposing Australia’s growing retirement readiness crisis and what it reveals about the way Australians are planning — or avoiding planning — for retirement.They dive into the key findings from ASIC’s survey of 2,065 Australians aged 45–75, including the alarming gap between people who know when they want to retire and those who actually have a strategy in place. Lionel and Matt discuss why your 50s are such a critical stage for retirement planning, the importance of having a “10-year runway,” and why so many Australians still feel financially unprepared for retirement.As always, Lionel and Matt keep it real — sharing honest opinions, practical strategies, and conversations based on real client experiences from the frontlines of retirement advice in Australia.If retirement is on your horizon, or you simply want more confidence around your financial future, this episode is packed with insights to help you start planning smarter.Lionel O'Mally https://www.purposeplanning.com.au/https://bunniesmonies.com.au/Matthew McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/downsizers-australia/https://newcastleadvisors.com.au/claim-strong/

In this episode, Lionel & matt unpack a series of proposed government changes impacting superannuation, housing affordability, capital gains tax and negative gearing, and explain why many Australians may not realise the real consequences until it is too late. The boys dive deep into concerns around proposals to automatically move superannuation accounts into pension phase at age 65, highlighting how this could unintentionally hurt retirees, disabled Australians, and people strategically using accumulation accounts to protect Centrelink benefits and long term financial flexibility.Lionel and Matt also tackle the housing affordability debate, questioning whether politicians truly understand the real world impact of their policy decisions. From taxing empty rooms, immigration pressures, downsizing incentives and negative gearing changes, to rising interest rates crushing borrowing capacity, the conversation gets honest very quickly.The episode also includes real client examples showing how strategic financial planning can legally reduce capital gains tax, including one case study that saved a client approximately $40,000 in tax through careful use of super contributions and tax planning strategies.This is a raw and practical conversation about policy, politics, retirement and money, without the political spin.Lionel O'Mally https://www.purposeplanning.com.au/https://bunniesmonies.com.au/Matthew McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/downsizers-australia/https://newcastleadvisors.com.au/claim-strong/

We are back. And a lot has changed.After six months off the mic, the Supermen Podcast is back and this one hits different.New businesses. New team. New direction.And a world that feels like it is shifting again.In this episode:Matt breaks down what is really happening inside Newcastle Advisors Two new advisers joining the team Launch of Claim Strong and Downsizes Australia And why more Australians are reaching out for help right now than ever beforeLionel shares his move, life changes, and the launch of Bunnies and Munnies A kids book series teaching financial literacy that is already gaining global attentionThen we get into the bigger stuff…Market volatility Tensions with Iran What investors should actually be doing right nowNo noise. No panic. Just real strategy.The key message?The people who stay consistent win.The people who wait… fall behind.And soon, you will start hearing from the next generation of advisers coming through.This is not just a podcast anymore.It is a front row seat to what is being built.🎧 Episode out nowLionel O'Mally https://www.purposeplanning.com.au/Matt McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/claim-stronghttps://newcastleadvisors.com.au/downsizers-australia/Bunnies and Monies Bookhttps://bunniesmonies.com.au/

Chalmers Backflips on Super – Common Sense or Damage Done?The Treasurer’s done a U-turn and it’s shaking up Australia’s super system.Back in May, Jim Chalmers announced plans to tax unrealised gains on super balances over $3 million. Fast forward to October, and he’s walking it all back. No tax on unrealised gains. The $3 million cap is now indexed. But the damage to public trust? That’s another story.In this episode, Matt McCabe breaks down: 💥 What’s changed and why it matters 💥 The new 30% and 40% tax tiers 💥 How younger Aussies were almost dragged into the “rich list” 💥 Why this backflip proves the super system is political football 💥 What smart investors and retirees should do next🎧 Listen now to hear why this “win” for common sense might have come too late for everyday Australians.