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935 super september: calculators, fees, fund selection & SMSF with financial journalist James Kirby

About this episode

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH 

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


In this episode Glen is joined by James Kirby, wealth editor at The Australian and host of The Money Puzzle podcast, for a wide-ranging chat on the state of superannuation in Australia. They touch on:


๐Ÿ‘‰๐Ÿผ the super system

๐Ÿ‘‰๐Ÿพ pros & cons of super calculators

๐Ÿ‘‰๐Ÿฝ AI financial advice from your super fund

๐Ÿ‘‰๐Ÿฟ how much do you need in retirement?

๐Ÿ‘‰๐Ÿป the super performance test

๐Ÿ‘‰ the lack of industry standard definitions for "growth" vs "balanced"

๐Ÿ‘‰๐Ÿผ fees and what's reasonable

๐Ÿ‘‰๐Ÿพ pros, cons and pitfalls of SMSF


The episode clip comparing Vanguard Super and Care Super: https://youtu.be/ajLwXOMZXJ0


The Money Puzzle podcast - Apple Podcast | Spotify


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This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donโ€™t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.


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935 super september: calculators, fees, fund selection & SMSF with financial journalist James Kirby

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