Episode 50 - The New Financial Year Playbook for Your Super

Episode 50 - The New Financial Year Playbook for Your Super

A new financial year brings new opportunities to strengthen your retirement strategy. In this episode of the SUPERmen Podcast, Lionel is joined by Jack to unpack the latest super contribution caps, key rule changes, and the strategies Australians should consider to make the most of the 2026–27 financial year. From carry forward and bring forward contribution rules to Centrelink updates and tax-effective super strategies, this episode is packed with practical insights to help you maximise your retirement savings. In this episode: * New super contribution caps for 2026–27 * Carry forward and bring forward contribution strategies * Tax-effective ways to grow your super * Centrelink and Age Pension updates * Practical super tips for different stages of life 🎙️ Listen now to the latest episode of the SUPERmen Podcast. Lionel O'Mally  https://www.purposeplanning.com.au/ [https://www.purposeplanning.com.au/] https://bunniesmonies.com.au/ [https://bunniesmonies.com.au/] Matthew McCabe https://newcastleadvisors.com.au/ [https://newcastleadvisors.com.au/] https://newcastleadvisors.com.au/downsizers-australia/ [https://newcastleadvisors.com.au/downsizers-australia/] https://newcastleadvisors.com.au/claim-strong/ [https://newcastleadvisors.com.au/claim-strong/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Episode 49 - Meet Jack & Izack

In this special episode of the SUPERmen Podcast, Lionel [https://www.linkedin.com/in/lionelomally/] and Matt [https://www.linkedin.com/in/m-mccabe/] introduce Jack O'Mally [https://www.linkedin.com/in/jack-o%E2%80%99mally-a39671158/] and Izack Fuller [https://www.linkedin.com/in/izack-king-6254a8218/], who share their journeys into financial advice and the exciting next chapter of their careers with Purpose Planning and Newcastle Advisers. The episode also reflects on the past financial year, covering career milestones, business growth, proudest moments, and the lessons learned along the way. From changing careers and building businesses to helping more Australians achieve financial confidence, it's an honest conversation about growth, purpose, and what's ahead. In this episode: * Meet Jack and Isaac * Their journeys into financial advice * Reflections on the past financial year * Career milestones and business growth * Goals and aspirations for the year ahead 🎙️ Listen now to this special episode of the SUPERmen Podcast. Lionel O'Mally  https://www.purposeplanning.com.au/ [https://www.purposeplanning.com.au/] https://bunniesmonies.com.au/ [https://bunniesmonies.com.au/] Matthew McCabe https://newcastleadvisors.com.au/ [https://newcastleadvisors.com.au/] https://newcastleadvisors.com.au/downsizers-australia/ [https://newcastleadvisors.com.au/downsizers-australia/] https://newcastleadvisors.com.au/claim-strong/ [https://newcastleadvisors.com.au/claim-strong/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Episode 48 - Super News, Property Changes & Smarter Retirement Strategies

This week on the SUPERmen Podcast, Lionel and Matt break down the latest SMSF borrowing changes, discuss when buying property through super may or may not make sense, and explain why getting the right financial advice matters. They also share real client stories, practical retirement strategies, and lessons from Die With Zero—exploring how to make the most of your retirement while you're still able to enjoy it. In this episode: * The latest SMSF borrowing changes * Property investing through super * Transition to Retirement strategies * Real client conversations and retirement insights * Why retirement is about more than just building wealth 🎙️ Listen now to the latest episode of the SUPERmen Podcast. Lionel O'Mally  https://www.purposeplanning.com.au/ [https://www.purposeplanning.com.au/] https://bunniesmonies.com.au/ [https://bunniesmonies.com.au/] Matthew McCabe https://newcastleadvisors.com.au/ [https://newcastleadvisors.com.au/] https://newcastleadvisors.com.au/downsizers-australia/ [https://newcastleadvisors.com.au/downsizers-australia/] https://newcastleadvisors.com.au/claim-strong/ [https://newcastleadvisors.com.au/claim-strong/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Episode 47 - Can I Retire Yet?

In this episode of the SUPERmen Podcast, Lionel [https://www.linkedin.com/in/lionelomally/] and Matt [https://www.linkedin.com/in/m-mccabe/] dive into some of the most common questions Australians ask when planning for retirement. Using real client conversations and practical examples, they explore how the right superannuation strategy can create clarity, confidence, and greater financial freedom. The discussion covers the power of compound interest, investment performance, retirement timing, contribution strategies, and the decisions that can have a lasting impact on retirement outcomes. The episode also looks at some of the challenges people face when transitioning into retirement, from balancing work and lifestyle choices to understanding the opportunities available within the superannuation system. Whether you're years away from retirement or actively planning your next chapter, this episode offers valuable insights into building confidence around your financial future. 🎙️ Topics discussed: • The power of compound interest and long-term wealth creation • How investment performance can influence retirement outcomes • Common retirement planning questions and decisions • Super contribution opportunities and strategies • Real client conversations that changed retirement outlooks • Why financial confidence starts with understanding your options Listen now to the latest episode of the SUPERmen Podcast. Lionel O'Mally  https://www.purposeplanning.com.au/ [https://www.purposeplanning.com.au/] https://bunniesmonies.com.au/ [https://bunniesmonies.com.au/] Matthew McCabe https://newcastleadvisors.com.au/ [https://newcastleadvisors.com.au/] https://newcastleadvisors.com.au/downsizers-australia/ [https://newcastleadvisors.com.au/downsizers-australia/] https://newcastleadvisors.com.au/claim-strong/ [https://newcastleadvisors.com.au/claim-strong/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Episode 46 - Super, SMSFs & Age Pensions: What You Need to Know

In this episode of the SUPERmen Podcast, Lionel and Matt discuss some of the biggest developments currently shaping Australia's superannuation and retirement landscape. The conversation covers the growing trend of Australians moving money out of industry super funds, the opportunities and responsibilities that come with SMSFs, and the costly mistakes people can make when managing their own retirement savings. They also explore the importance of insurance inside super, common traps that can leave Australians underinsured, and why having a clear investment strategy matters. The episode also dives into Age Pension and Centrelink strategies, including ways retirees can maximise their entitlements and gain greater confidence heading into retirement. Most importantly, Lionel and Matt share why retirement planning is about more than just building wealth. They discuss the concept of "memory dividends", making the most of your healthy years, and why creating meaningful experiences with family and loved ones can be just as important as growing your super balance. Whether you're building your retirement savings, considering an SMSF, approaching retirement, or already retired, this episode is packed with practical insights and real-world lessons from the front line of financial advice. Lionel O'Mally  https://www.purposeplanning.com.au/ [https://www.purposeplanning.com.au/] https://bunniesmonies.com.au/ [https://bunniesmonies.com.au/] Matthew McCabe https://newcastleadvisors.com.au/ [https://newcastleadvisors.com.au/] https://newcastleadvisors.com.au/downsizers-australia/ [https://newcastleadvisors.com.au/downsizers-australia/] https://newcastleadvisors.com.au/claim-strong/ [https://newcastleadvisors.com.au/claim-strong/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.