18 episodes

The Simplifying Investing series aims to de-mystify the often-complex world of investing. Whether it’s big or small, we are all invested in something, that's why we're drawing on the knowledge of AMP’s experts to answer the big questions in superannuation, retirement, home loans and beyond.

Simplifying Investing Simplifying Investing

    • Business

The Simplifying Investing series aims to de-mystify the often-complex world of investing. Whether it’s big or small, we are all invested in something, that's why we're drawing on the knowledge of AMP’s experts to answer the big questions in superannuation, retirement, home loans and beyond.

    Episode #16: Securing financial freedom in retirement

    Episode #16: Securing financial freedom in retirement

    Why is receiving that last paycheque so daunting? How you can plan for the future to ensure you are comfortable and confident when it comes time to retire?

    Di Charman, an AMP Financial Planning representative from Jade Financial Group, joins us again to discuss how you can feel at ease when that final date comes around, and the best ways to secure your financial freedom in retirement.

    Important information:
    This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 15 October 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

    • 18 min
    Episode #15: Transitioning to retirement

    Episode #15: Transitioning to retirement

    How do you transition to retirement, or even prepare for it? And when is the right time to start? As we move through life, our aspirations evolve and so will our financial needs.

    In this episode, we talk to Jade Financial Group's Di Charman. As an AMP Financial Planning representative, Di devotes her time to helping clients secure a smooth transition to life after work. Di's work focuses on teaching clients how to set early goals and flex their financial muscle through education.

    Important information:

    This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 1 October 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

    • 17 min
    Episode #14: ESG and responsible investment explained

    Episode #14: ESG and responsible investment explained

    With the responsible investment market in Australia now worth more than $1.2 trillion and growing 15 times faster than the rest of the market, it’s clear that environmental and social factors have started playing a bigger role in how people chose to invest their money.

    This week, we are joined by AMP’s Head of Group Sustainability, Tom Treffry to discuss ESG, what it is, and the importance of responsible investing.

    Join us as we examine how you can make sure your investments align with what’s most important to you.

    Important information:
    This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 17 September 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

    • 12 min
    Bonus episode: 'Your Future, Your Super' explained

    Bonus episode: 'Your Future, Your Super' explained

    In this bonus episode of Simplifying Super, we dive into the ‘Your Future, Your Super’ reforms that were announced as part of the 2020-21 Federal Budget.

    With efficiency and transparency at the core of these reforms, what changes are being made to provide the best outcomes for super members?

    AMP’s Senior Manager Advocacy & Technical Services, Kelly Kerr, joins the program to share her expert knowledge and break down what it all means for your retirement planning.

    Important information:

    This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. For further information on the ‘Your Future, Your Super’ reforms, visit the Australian Tax Office website at ato.gov.au. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 3 September 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

    • 9 min
    Episode #13: Is a self-managed super fund right for you?

    Episode #13: Is a self-managed super fund right for you?

    Have you ever wondered what a self-managed super fund is and whether it's right for you? This week, we sit down with SuperConcepts' Executive Manager, Graeme Colley, to chat through the basics of the SMSF, and offer you an insight into whether an SMSF is the best vehicle to help save for your retirement.


    Important information:

    This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 20 August 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

    • 11 min
    Episode #12: The top five super questions

    Episode #12: The top five super questions

    When it comes to preparing for your retirement, there is no such thing as a silly question. That’s why AMP’s Workplace Education Manager Jess Arambulo meets with super members to help them map out their future. In this episode, Jess answers the top five most common questions she faces, and examines topics including fee structures, the benefits of salary sacrificing and why it’s important to nominate a beneficiary in super.

    Important information:
    This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only and not to be relied upon. We recommend you consult with a registered tax agent / tax professional before deciding to act on the information provided. Remember the value of investments may go up or down and you may not get back the amount you invested. NB: binding death benefit nominations must satisfy all legal requirements to be binding. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 06 August 2021. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group.

    • 18 min

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