{"podcast":{"title":"Australian Retirement Podcast","slug":"australian-retirement-podcast-6957560","podcast_index_feed_id":6957560,"rss_url":"https://feeds.megaphone.fm/australian-retirement-podcast","website_url":"https://www.raskmedia.com.au/podcasts/australian-retirement-podcast","image_url":"https://megaphone.imgix.net/podcasts/098b4d20-3ab4-11ef-a5bc-2f6b6d083b47/image/27acd18cf210968772478c43f4c13fe8.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Rask","episode_count":115,"summary":"The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 In every episode of the podcast, in the description provided, you will find our key resources, including: A link to work with us and our expert teams A link to the free Rask community - join the conversation, it's free. A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and Extra resources for each episode Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcas…","last_synced_at":"2026-07-16T14:17:32.899602+00:00","page_url":"https://stenobird.com/podcast/australian-retirement-podcast-6957560"},"episode":{"title":"Proposed CGT shake-up & de facto relationship pension trap explained","slug":"proposed-cgt-shake-up-de-facto-relationship-pension-trap-explained","published_at":"2026-02-19T04:00:00+00:00","page_url":"https://stenobird.com/podcast/australian-retirement-podcast-6957560/proposed-cgt-shake-up-de-facto-relationship-pension-trap-explained","show_page_url":"https://stenobird.com/podcast/australian-retirement-podcast-6957560","url":"https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/","audio_url":"https://traffic.megaphone.fm/RRKKR1825974775.mp3?updated=1771290721","summary":"In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth deliver critical updates on tax changes and relationship traps that could cost you thousands. After quick summer highlights and the CBA share price update (plenty of AI-driven outperformers despite volatility), they dive into the Boomer Briefing's two massive topics: PROPOSED CGT CHANGES - New proposals threatening the capital gains tax discount could dramatically affect retirement planning and asset sales. Drew and James break down what's being proposed, who's pushing for it, which assets are targeted, and what retirees should do RIGHT NOW before potential changes take effect. Should you accelerate asset sales? Change your portfolio strategy? This is urgent information every retiree needs. INTEREST RATES & INVESTMENT MARKET IMPACT - What's happening with rates and how it's reshaping portfolio strategies heading into 2026. Then comes the de facto relationship pension trap: \"Not Your Average Listener\" asks: \"I'm 64M on Disability Support Pension with limited assets. My partner (57F) is working full-time with investment properties and shares - doing much better financially than me. We're looking to move in together soon, but I'm concerned about what this will do to my pension. Can you demystify this for me?\" Plus: Savvy Stay-at-Home Mum's credit card hack - Using interest-free periods with a redraw account to save $10K/year on a $200K mortgage. Does it actually work over 10 years? If you like this Australian Retirement Podcast episode on CGT changes and pension relationship traps, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Resources for this episode Ask a…","meta_description":"In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth deliver critical upd…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2254,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/australian-retirement-podcast-6957560/episodes/proposed-cgt-shake-up-de-facto-relationship-pension-trap-explained/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/australian-retirement-podcast-6957560/proposed-cgt-shake-up-de-facto-relationship-pension-trap-explained.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}