In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O’Reilly from Northeast Wealth kick things off with Drew’s CBA share price bet update. The bet backfired when CBA fell in 2025, costing Drew $150. But he’s doubling down – the new bet is whether CBA will finish above or below $150. Will Drew learn his lesson?
The Boomer Briefing tackles a fascinating trend: Why are retirees checking their super balances more than their kids’ wellbeing? New data reveals heightened anxiety among retired members, particularly in funds like UniSuper where engagement with retirees has spiked. Drew and James unpack what’s driving this retirement anxiety and whether it’s justified.
They also break down what balanced returns look like for calendar year 2025 and reveal the 2025 top super fund performers according to SuperRatings.
Then comes today’s big question: How do you avoid or reduce paying a massive $130k capital gains tax bill when selling an investment property at or just before retirement? A 61-year-old listener with $800k in super, still working and planning to retire at 65, needs smart CGT strategies. Drew and James deliver practical solutions.
Plus, the Moooving Paramedic (the 41-year-old farming paramedic with 5 kids) asks whether he should switch from pre-tax to post-tax super contributions. Currently contributing 9% via salary sacrifice and looking to increase, he’s worried about the 15% tax on payout. Should he diversify his contribution strategy now?
If you like this Australian Retirement Podcast episode on CGT planning and super strategies, you’ll love the series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
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