58. Is your super working hard enough for you?
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Is your super quietly doing its thing in the background? That might be fine, but there are a few details worth paying attention to. In today’s episode, Hayden and Dave discuss all things superannuation and walk through the decisions and investing strategies behind their own portfolios.
In this episode they cover:
👉 How their super strategies evolved from default options to more intentional investing
👉 When and why they moved toward high-growth and indexed portfolios
👉 The role of international diversification inside super
👉 Tax considerations that influenced their investment decisions
👉 Hands-on vs hands-off super strategies
👉 Their current super portfolios, including the increasing use of geared ETFs
👉 They also touch on Pearler Super
Dave has also written a new book called 'You've Got Money.. Now What?' 📚
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Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
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