25 retirement questions: Australian retirement podcast (part 5)

Welcome to Part 5 of 5 in Rask's Australian retirement podcast mini series, on this episode of The Australian Investors Podcast with Owen Rask and Drew Meredith, CFP of Wattle Partners.
If you want us to keep going with the Australian retirement podcast, let us know in the comments!
This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.
Australian retirement podcast resources:
Invest with Owen in retirement: bit.ly/R-invest
Get matched with a financial planner: bit.ly/R-plan
Free retirement Q&A checklist (get it in your free Rask account): www.rask.com.a...
~~ Resources ~~
Invest with Owen: bit.ly/R-invest
Access Show Notes: bit.ly/R-notes
Mortgage Broking: bit.ly/broke-rask
Financial Planning: bit.ly/R-plan
Property Coaching: bit.ly/R-P-coach
100-point property checklist (PDF): bit.ly/prop-check
Accounting with Grey Space: bit.ly/3DG5lWS
Business Coaching: bit.ly/o-coach
Ask a question: bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): www.rask.com.a...

[@tim_100percent]

Can you do series on retiring in your 40s?😊😊

[@wildcat1419]

A PAF can only donate to a dgr1 charity. Not a dgr2 charity

[@NurseRowee]

Life insurance under Australian super needs that binding nomination before they can actually give it to beneficiaries when they die. A lot of Aussies don’t know this. Can you please recommend estate lawyer or at least give us some pointers how to find good estate lawyer with reasonable price tag. They are very pricey! Especially if you will ask for a Will containing a trust. Thanks 😊

[@wildcat1419]

You get what you pay for. A good estate plan will cost circa $3k+. Btw I’m an FP not a lawyer. If you think of it as estate insurance. If you pay $4k on $2m it’s 0.2% and it’s a once off charge. If you pay $1k on car worth $30k it’s 3.3% annually. Which is the more important thing to protect and which one is more valuable and have serious consequences of loss. Both can be written off btw.