Australian Retirement Podcast

Super cooling-off double hit & what's really happening to property values

Australian Retirement Podcast

Show Notes

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth open with footy chaos and ageing parents challenges, then dive into what's really happening in property markets using the fresh Cotality April 2026 report.

The Boomer Briefing exposes the super rollover waiting period double hit: outgoing funds must now provide risk warnings before you can switch - designed to make you think twice. But here's the absurd catch: those same funds cannot pay for independent advice about whether switching is right for you. The rules are so restrictive (SOA requirements, payment limits) that advisers won't touch it. So you get the warning... but no help navigating it.

Then Drew and James unpack the growing issues in property values. The Cotality April 2026 report reveals what retirees planning to downsize or leverage equity need to know right now - pages 5 and 7 tell the real story behind the headlines.

Plus: Are SMSFs actually good for retiree couples, or are most people simply not up to full control? Drew doesn't hold back.

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Topics covered today:

Super rollover waiting period - the double hit for fund switchers

Why outgoing funds can't pay for switching advice (and what that means)

$250M AustralianSuper exodus - members switching blind

Property values reality check - Cotality April 2026 report deep dive

Are SMSFs good for retiree couples? Most aren't up to it

Resources for this episode

Cotality Housing Chart Pack April 2026

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