Podcasts about eofy

A new financial year, a new set of rules, and a lot to recalibrate. Atlas Wealth Group Managing Directors, James Ridley (APAC) and Jeremy Harper (Mortgages) take stock of a softening Sydney market, diverging capital city performance, and what rising rents mean for the RBA's next move. The bigger conversation, though, is structural: with the incoming CGT changes hitting non-resident property owners particularly hard, buying in a personal name is increasingly hard to justify. They unpack why company structures are becoming the default for expat investors, what lenders are doing about it, and what every expat with an existing loan should be doing right now as the new financial year kicks off. Relevant Links:
 • Order your copy of the The Expat's Handbook - atlaswealth.com/resources/the-exp…working-overseas/ • Upcoming events & webinars: https://atlaswealth.com/events/
 • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
 • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast
 • Expat Chat Podcast – atlaswealth.com/news-media/austra…pat-chat-podcast/
 • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast
 If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group:
 Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you're based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us:
 Facebook: www.facebook.com/atlaswealthmgmt
 LinkedIn: www.linkedin.com/company/atlas-wealth-management
 X: www.x.com/atlaswealthmgmt
 Instagram: www.instagram.com/atlaswealthgroup
 Youtube: www.youtube.com/atlaswealthmgmt

It's the EOFY and Producer George wants to know what the team's best moments of the 25-26 financial year were. Leisel had a moment with someone else's child at the doctor's office. She was compelled to discipline the child, whose parent was not keeping an eye on them! Play on or not on? Liam found someone in the office that posted old cloth nappies on Facebook Marketplace. Surely that's over the line? Podiums are back with the MVP of Household Items! Finally, Leisel's marathon day is creeping up and it's time to lock in her online dating form, for spectators to scan via QR code on the day!See omnystudio.com/listener for privacy information.

Spoiler: Our goal-setting habits are broken. But, it’s not your fault. It’s the psychology we’re raised with. It’s Deep Dive time! And this financial new year, Victoria and Jess are here to help you get out of your own way, so you can start ticking off those EOFY resolutions nice and early. How? By revisiting the psychology behind setting and sustaining financial goals for the year. During this episode, the girls share insights about how current approaches to budgeting, investing and general goal-setting might actually be limiting our capabilities, plus ways we might overcome this with practical advice from authors Adam Grant and Angela Duckworth. This is less about one quick fix for your best year yet, and more about setting goals you’ll actually stick to. Controversial opinion: They don’t fall apart because the journey is hard, they crumble because the journey is boring. P.S. Please share your goals with us, so we can a) hold you accountable, and b) celebrate you! BONUS READING: Love the theories introduced in this ep? Check out Think Again: The Power of Knowing What You Don't Know, and Hidden Potential: The Science of Achieving Greater Things Adam Grant. THAT TED TALK: Watch this iconic TED talk by author Angela Duckworth titled, Grit: The Power of Passion and Perseverance. MINDSET RESET: Stream our playlist on How To Change Your Money Mindset over here. STUDY WITH US: Looking for a course to keep you accountable? Check out Your Best Year Yet (victoriadevine.com.au/your-best-year-yet) New here? Follow us on Instagram (@shesonthemoneyaus) for Q&As, bite-sized advice, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett (nartarshabamblett.com.au) The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 4451289See omnystudio.com/listener for privacy information.

As the EOFY sales come to a halt, it is time to take stock of the sporting year. Our fearless, peerless (and some would say clueless) panellists give their three predictions for the rest of the year. Finey forsees the World Cup, Brownlow, AFL Premiers, Coleman Medal & Melbourne Cup results. Kev's prognostications are England's chances in the World Cup plus changes at the top of Aussie cricket and AFL HQ. Stephen J uses his crystal ball (stop sniggering please) to announce the 2026 AFL Premiers and the woman who will win Wimbledon and the US Open. New balls please. Ken is missing this week - he had a better offer. Hard to believe, we know, but seeing Colin Hay live at Elisabeth Murdoch Hall seemed more appealing. Full report next week. Kevin Hillier, Mark Fine, Stephen J Peak, Ken Francis Producer - Steve Visscher © 2026 Howdy Partners MediaSee omnystudio.com/listener for privacy information.

Send us Fan Mail Episode 165: Jet WorstelingThis week we are joined by a guy who is gun fisho, rising media star and genuine good bloke, Jet Worsteling. Having first joined us in April 2024, Jet is back for another chat about all that he has been up to! He is slowly but surely taking over the IFish TV show from his dad, has recently visited SA to fish all around Port Lincoln and also presented at a Flathead Forum for RecFish SA. He has also been smashing the fish off the east coast of Tassie, including an epic day out catching a Marlin, Swordfish and Yellowfin Tuna all in the one day! But the fish he still wants to tick off his bucket list - a Samson Fish, right here in SA!We also chat about all of the news in SA fishing:Cuttlefish numbers at Whyalla have been low, but some optimism now that they may have arrived, albeit a bit late!Boat speed cameras installed to tell boaties if they are abiding by the 4 knot speed limit in a few locations across the state.50 Tonne of Kingfish dies off Port Lincoln with a link to Algal bloom!Reef modules are in the water off Nepean Bay KI, while the Sea Wolves Dive Club have dived on the artificial reef off Wirrina.Bird Flu has hit mainland AustraliaOur tackle item of the week is the Kimbo Knife Sharpener that Dizzy has loved using and Rohdey has just ordered one in the EOFY sales! Plus - all the fishing reports with the Barrel Tuna still around after a period of bad weather, while winter Salmon fire across the state and the winter whiting are coming good too!

In this episode, Cathy Love speaks with Karan Anand from Hnry about the financial admin load that sits behind self-employment, sole trading and running an Allied Health business. Karan explains how Hnry supports sole traders with income flow, tax calculations, GST, expenses, invoicing, BAS and tax returns, while keeping the process simple enough for business owners who would rather spend their time with clients, family or building the business. The conversation explores why Allied Health has become such a strong part of the self-employed economy, particularly with the rise of NDIS work, contracting and portfolio-style careers. Karan also shares data from the Hnry Sole Trader Pulse, including the reality that healthcare sole traders spend around eight hours a week on financial admin. Topics covered on sole trader tax, financial admin systems and cash flow confidence: Sole trader tax – The hidden admin load behind self-employment, and why Allied Health sole traders need clearer systems around tax, GST, expenses and reporting. Financial admin systems – Why good habits matter from the beginning, especially when managing invoices, receipts, payments and EOFY preparation. Cash flow confidence – How Hnry can work alongside platforms like Splose or Halaxy to support tax flow, payments and financial admin behind the scenes. P.S. If this episode is hitting on pain points you're facing, let's chat. We can support you. Book a 20-minute complimentary call with us, and let's talk about how we can help you achieve your vision for your Allied Health business. Midroll Message: Have a great podcast idea or know someone who should be part of the conversation? Email podcast@nacre.com.au Connect with Nacre Consulting: Let's connect on Instagram Follow us on Facebook Let's connect on LinkedIn Join our Facebook Group online community More about The Allied Health Business Brilliance Podcast: The Allied Health Business Brilliance podcast (previously known as Private Practice Made Perfect) powered by Nacre Consulting features authentic conversations that offer real-life stories and expert perspectives for Australian Allied Health Business Owners. Cathy Love, our engaging host, gathers wisdom from Allied Health professionals and industry supporters alike. We dive into the real experiences of running and growing Allied Health businesses in Australia, revealing both the rewards and the inevitable challenges along the way. It's raw, sometimes vulnerable, but always valuable. Join us and stay tuned to keep up with every inspiring story and lesson shared.

For many brokers, EOFY is synonymous with tax planning and paperwork. But it can also provide the perfect opportunity to reconnect with clients, reflect on business performance, and lay the foundations for the year ahead. That was the focus of this week's Business Accelerator, where Broker Essentials founder Jason Back joined Broker Daily's Julian Barnes to unpack how brokers can use EOFY as a catalyst for stronger client relationships and smarter business planning, rather than simply another compliance milestone. The pair explore why meaningful client conversations often begin with a simple check-in, how brokers can review what's working (and what isn't) within their own businesses, and why the lessons learned over the past 12 months can shape success over the next 12. Whether it's strengthening referral relationships, refining business processes, or reconnecting with existing clients, this episode examines how brokers can make EOFY more than just a date on the calendar.

We're backkkk and Ruby has some exciting news to share!With rising CPAs, unpredictable performance, EOFY pressure, and global uncertainty impacting consumer behaviour — a lot of brands are asking the same question right now: “What do we do when Meta stops working?”In this episode of Marketing & Margaritas, Maddi breaks down why the worst thing you can do during a performance dip is panic, switch everything off and disappear.Instead, we're talking about the moves smart ecommerce brands make when paid ads get tough, from shifting towards efficiency campaigns, refining creative strategy, leaning into your best sellers, strengthening email marketing and exploring channels beyond Meta.We cover:

Tax. You’ll do it “later”, right? Famous last words, my friends. This week’s Deep Dive is here to save your EOFY by giving you a laundry list of things to consider ahead of June 30. Whether you’re employed, a side-hustler or a sole trader, Victoria and Jess have gathered their recommendations for approaching the new financial year with confidence – and they’ve got the receipts to prove it. They’ll cover the latest changes to CGT, including how and when it might impact your investments, as well as immediate considerations if you’ve been worried about your accounting habits. From claims, offsets, salary sacrificing, BAS, GST, and tax brackets to defining what really makes your hobby a business, tune in for answers to those tax questions that you were too embarrassed to ask your accountant (again). This episode is brought to you by Hnry, Australia’s largest tax automation and accounting service, just for sole traders. Head to hnry.com.au to never think about tax again. READ THE BUSINESS BIBLE: Have questions about starting or running your business? VD wrote a whole (award-winning) book on this topic called The Business Bible: How to build a successful business – and a life you love. CONSIDERING A PIVOT: Grab a copy of our Career Pivot Guide over here. MAX YOUR TAX: Want more ways to maximise your tax return? Tune into this playlist. ASK THE ATO COMMUNITY: Have a specific tax question or need something niche explained by someone who’s been there before? Check out the ATO Community (https://community.ato.gov.au/s/). New here? Follow us on Instagram (@shesonthemoneyaus) for Q&As, bite-sized advice, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements (nartarshabamblett.com.au) The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 4451289See omnystudio.com/listener for privacy information.

Mastering your winter wardrobe capsule is easy when you have an expert personal stylist in your corner. Lucinda is joined by friend of the pod, stylist, and tech founder Tina Abeysekara to completely reinvent your seasonal style. From packing a week’s worth of European holiday looks into a single hand luggage bag to mastering the viral 'wrong shoe theory,' Tina is sharing the ultimate insider styling secrets straight from LA. Plus, the girls dive deep into her enviable wardrobe, unveiling everything from her boldest lace pants to the story behind a gorgeous vintage Chanel grail found on the streets of Japan. Then, it’s an SOS wardrobe rescue as Lucinda and Tina tackle your styling questions. They’re breaking down exactly how to layer summer slip dresses for freezing winter days, how to look effortlessly chic at kids' Saturday morning sport (hint: it's time to ditch the basic leggings), and the ultimate secret to tailoring your pants so your favourite loafers don't look clunky. Plus - Mamamia is having it's very own EOFY sale! Support independent women’s media and get our biggest offer of the year. Subscribe here for 30% off your annual Mamamia subscription. Code applied at the checkout. Offer ends June 30. BOUJIE TO BUDGET: Lucinda's Pick: Pillbox Hats Budget: NA-KD Black Wool Pill Hat, $34.97 (down from $69.95). Mid-Range: ASOS Felt Pillbox Hat, $55. Boujie: Lack of Color Pillbox Hat, $129. Tina's Picks: Seasonal Staples Budget: Uniqlo C Smooth Cotton Crew Neck Sweater, $59.90. Mid-Range: Maku The Label Oversized Graphic Tees, $99. Boujie: The Second Occasion Darby Trench Coat, $549. GET YOUR FASHION FIX: Watch us on YouTube. Follow us on Instagram & TikTok: @nothingtowearpod Shop the Pod: Sign up to the Nothing To Wear Newsletter to see all the products mentioned plus more, delivered straight to your inbox after every episode. Feedback? We’re listening! Email us at podcast@mamamia.com.au CREDITS: Host: Lucinda Pikkat Guest: Tina Abeysekara Producers: Talissa Bazaz, Ella Maitland & Zara Sengstock Audio Producer: Jacob Round Video Producer: Artemi Kokkaris Just so you know, some of the product links in these notes are affiliate links, which means we might earn a small commission if you buy through them. It doesn’t cost you anything extra, and it helps support the show. Happy shopping! Mamamia acknowledges the traditional owners of the land on which we have recorded this podcast.Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

The end of the financial year may be just around the corner, but it's not too late to make some superannuation moves that could benefit your balance.On this episode of the Friends With Money podcast, Money's Tom Watson is joined by Greg Elias, senior private client adviser at UniSuper, to discuss the steps you can take before June 30 and the upcoming super changes worth knowing about.01:44 Making a concessional contribution05:35 Contribution caps explained06:18 The benefits of salary sacrificing09:00 Division 296: who it affects and what to know12:01 What are the payday super changes?15:03 Market volatility and superannuation18:40 Common EOFY mistakes20:38 Conclusion#friendswithmoney #tomwatson #gregelias #superannuation #eofyPodcast Links:Listen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: podcast@moneymag.com.auGet stories like this in our newsletter: bit.ly/3GDirbR

At this time of year, we are all conscious of Tax Time and this year, things may be more complicated given changes announced in the Federal budget. Life, Culture and Current Events from a Biblical Perspective with Neil Johnson.Your support sends the gospel to every corner of Australia through broadcast, online and print media: https://vision.org.au/donateSee omnystudio.com/listener for privacy information.

You know the drill. One minute you're cruising, the next it's mid June and you're up to your eyeballs in tax planning, renewals, and emails marked "urgent" that probably aren't. Sound familiar? Pour a bevvy and pull up a log, because Andrew and Aly have dragged Amy and Will back to the campfire for an end of financial year reality check.We get into the good stuff: annual service agreements, re engaging clients without losing your mind. Then it gets spicy. Tax planning, final lodgements, trust distributions and a grounded chat about AML that won't put you to sleep.Equal parts strategy and solidarity, with a few laughs to get you through to 1 July.Press play, then go tell a fellow accountant they're not alone in the scramble.AAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSBGL With 35 years of experience and ISO 27001 certification, BGL Corporate Solutions delivers innovative, multi-award winning company compliance, self-managed superannuation fund, investment management, identity verification and AI-powered paper-to-data software solutions to 12,700+ businesses maintaining 1.5 million+ entities worldwide. TOA Global Where you can hire elite talent for your accounting team.FuseSign Digital Signing, Done Simply. FuseSign is an affordable, intuitive and easy to use Digital Signing platform. Greater Control, Greater Flexibility, Greater Client Experience.FOLLOW US ON THE SOCIALSwww.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X Email: podcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards, and business visionaries, perfectly tailored to elevate your biz. Let's soar together! Illumin8 | Purpose-led cloud-driven accounting humansMUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Instagram

Megan Markle's Makeup Artist's highly questionable foundation technique, e.l.f cosmetics are officially dipping their toes into haircare & Chappell Roan reveals her MAC Viva Glam campaign for the girls, gays and theys! Then, Leigh and Kelly are diving into the world of night creams, and their recommendations might actually surprise you. Plus, the only hair tools lazy girls should actually spend their money on this EOFY sales season. And, as always, their favourite product recommendations at every price point, including a "wild card" skincare product that literally looks and feels like glue but acts like a total dream under makeup. WANT MORE OF LEIGH? Read ‘I have Access To Every Hair Product Going. Here’s What I Actually Buy’ here. For access to ALL of Leigh’s advice become a Mamamia subscriber here - and right now you can get 30% off your annual Mamamia subscription. Offer ends June 30! YOUR EXCLUSIVE BEAUTY NEWSLETTERIf you want a private email from Leigh featuring even more beauty goodness including exclusive articles, recommendations and discounts make sure you subscribe to the newsletter here. Read about Amy's Makeup Tutorial with Meghan Markle's makeup artist here. Product recommendations ✨ Brow Harmony Tinted Flexible Lifting Gel, $21. Elf Cosmetic Haircare Range, $9-10 USD. Shark SmoothStyle Heated Comb Straightener + Smoother, $149.99. Mermade Hair Interchangeable Blow Dry Brush, $159. Lady Jayne Rechargeable Smoothing Brush, $45. Dyson Airwrap, $999. GHD Chronos Curve Conical Wand Curler, $320. QV Nurturing Night Cream, $24.99. Olay Super Peptide Cream, $69.99. Medik8 Advanced Night Restore, $138. L’Occitane Immortelle Divine Cream, $169. GlucaMune Cream, $42. Thayers Barrier Bestie Ultra Whip Cream, $34.99. Spendy, Savey & MVPs ✨ Dr Dennis Gross DermInfusions Plump + Repair Lip Treatment, $53. Jo Malone London Velvety Butternut Cologne, $127. Mebak N1 Neck and Shoulder Massager with Heat Therapy, $119.99. Morphe Cheek Thrills Multi Finish Face Trio in Poolside Spritz, $31. Vaseline Cocoa Shimmer Protecting Jelly Stick, $13.99. Mecca Cosmetica Brushes (Multiple Prices). ALL OF OUR SOCIALSFollow Us on Instagram and TikTok to get all our fabulous beauty hacks, tips & tricks! Join all 87,000 Youbies over in our Facebook Group here to ask questions and get exclusive behind the scenes content. Got a beauty dilemma you need solved?! Email us youbeauty@mamamia.com.au. MORE TO LISTEN TO If you want something else to listen to you can find a link to all the Mamamia podcasts here. MEET THE TEAM Hosts: @leighacampbell and @kelly_mccarren.Producers: Talissa Bazaz, Zara Sengstock & Ella Maitland.Video Producer: Artemi KokkarisSocial Producer: Zara Meier Mamamia acknowledges the traditional owners of the land on which we have recorded this podcast.Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

There are a few moments throughout the financial year that lend themselves to a portfolio review.  While investors should always remain diligent, January 1 provides a fresh opportunity to cast a critical eye over one's holdings, while the February and August reporting seasons offer another chance to decide which companies continue to make the cut. But perhaps EOFY trumps them all, particularly due to tax-loss selling, where investors realise capital losses on underperforming investments to offset capital gains elsewhere in their portfolios and reduce their overall tax bill. Most of the treatment above, however, focuses on the losers. What about the winners? What about those stocks that have had a ripping 12 months and become the stars of your portfolio?  Can they continue to outperform, or was the past year as good as it gets? To help answer those questions and run the ruler over five of FY26's top performers, Livewire's Chris Conway is joined by ClearBridge Investment's Reece Birtles and Yarra Capital Management's Marcus Ryan.  For good measure, each guest highlights one company that has had a great 12 months that they believe will kick on in FY27.  This episode was filmed on Wednesday, 17th June 2026.

Because tax time is upon us yet again, this week we are re-sharing this BONUS

Markets breathed a sigh of relief as the US and Iran confirmed a peace deal, sending stocks higher and oil lower. Bryce & Ren unpack what the agreement means for investors, why the biggest IPO in history has everyone talking, and how to think about the wave of mega-listings still to come. Plus, with tax time approaching fast, they run through a practical EOFY checklist that could save maximise your return.In this episode:00:00 – US-Iran peace deal confirmed02:12 – How markets reacted: oil, stocks & gold07:11 – Why long-term investors should ignore short-term panic08:13 – SpaceX becomes the largest IPO in history10:20 – IPOs explained: how they work and how they're priced14:57 – The hidden risks of buying hot IPOs21:42 – EOFY tax checklist for investors27:30 – Avoiding common tax-time mistakesETFs and Stocks mentioned: SpaceX (NASDAQ: SPCX), Meta Platforms (NASDAQ: META), Uber Technologies (NYSE: UBER), Spotify Technology (NYSE: SPOT), QBE Insurance Group (ASX: QBE)Video Editor Role: https://employmenthero.com/jobs/position/betashares-video-editor-equity-mates-lkxag/ Equity Mates Explains Channel: https://www.youtube.com/@EquityMatesExplains Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

If you've ever sent money to family back home or received a large amount from overseas, the Australian Taxation Office (ATO) would want to know about it. Most transfers are legal and untaxed, but the rules around what to declare, what to keep records of, and the AUSTRAC and ATO rules most people don't realise apply to them. In the final episode of Money Matters, Swati Sharma of SBS Hindi sits with registered tax agent Puneet Singh ahead of the EOFY to walk through the rules on sending and receiving money or inheritance from overseas.In the final episode of Money Matters, host Swati Sharma sits with a registered tax agent to walk through the rules on sending and receiving money or inheritance from overseas.

You’ve started your investing journey (yay!), but you’re oblivious about how your portfolio is going to be taxed during this financial year (boo!). If this year’s budget convos about Capital Gains Tax (CGT) have you sweating, strap in for a deliciously informative Deep Dive. In this episode, Victoria and Jess discuss how shares and ETFs are taxed, explaining the difference between dividends, distributions and franking credits, plus how to offset your earnings or your income when completing your tax return. Learn how to make the most of your investing platforms, why it pays to play the long game, and when to hand things over to a professional (read: your accountant). Soon you too will have a clear understanding of how each asset class is taxed, and why sticking it out is smarter than you think. This episode is brought to you by our friends at Sharesies. Visit Sharesies.com.au to learn how to kick off (or supercharge) your investing journey. INVESTING CHEAT SHEET: You heard me. Download our Investing Cheat Sheet and kick off the new FY, flying. START INVESTING: Not yet begun your investment journey? Check out this episode on how to start. New here? Follow us on Instagram (@shesonthemoneyaus) for Q&As, bite-sized advice, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements (nartarshabamblett.com.au) The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 4451289See omnystudio.com/listener for privacy information.

The End Of Financial Year sales are here, if your feed is chaos, and your credit card is nervous... Lucinda and Tam are here to help! We're diving into the mid-year fashion frenzy, the EOFY sales, but before you tap your card on anything, they're staging a full wardrobe intervention. Shop smarter, reset your winter wardrobe, and sidestep the buyer's remorse spiral. Consider this your permission slip to browse, plan and buy smarter not harder! Plus - Mamamia is having it's very own EOFY sale! Support independent women’s media and get our biggest offer of the year. Subscribe here for 30% off your annual Mamamia subscription. Code applied at the checkout. Offer ends June 30. BOUJIE TO BUDGET: Tam's Pick: Boxy denim jackets Budget: Mid Blue Wash Oversized Classic Denim Jacket, $120. Midrange: Nakedvice The Maxwell Blue Denim Jacket, $199.95. Boujie: Henne Sophia Jacket, $289. Lucinda's Pick: ‘lived in’ loafers: pleated/ruched side detailing Budget: Wildfire Casper Loafer, $50. Midrange: Tony Bianco Libby Black Vintage, $219.95. Boujie: Alias Mae Ivana Loafers, $249.95. GET YOUR FASHION FIX: Watch us on YouTube. Follow us on Instagram & TikTok: @nothingtowearpod Shop the Pod: Sign up to the Nothing To Wear Newsletter to see all the products mentioned plus more, delivered straight to your inbox after every episode. Feedback? We’re listening! Call the pod phone on 02 8999 9386 or email us at podcast@mamamia.com.au CREDITS: Hosts: Lucinda Pikkat & Tamara Holland Producers: Talissa Bazaz, Ella Maitland & Zara Sengstock Audio Producer: Jacob Round Video Producer: Artemi Kokkaris Just so you know, some of the product links in these notes are affiliate links, which means we might earn a small commission if you buy through them. It doesn’t cost you anything extra, and it helps support the show. Happy shopping! Mamamia acknowledges the traditional owners of the land on which we have recorded this podcast.Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

Already feeling stressed about EOFY and tax time? We've got you covered.In this episode, Ana sits down with Julian from Mauro to break down what you actually need to know and action before 30 June. From dodgy deductions to sole trader traps, this one is packed with practical tips whether you're an employee, investor, or building something on the side.In this episode, they cover:

Are you constantly chasing the next goal, stuck in waiting energy? What if that's the very thing keeping your dream life out of reach? In this episode, Georgie shares one of the biggest mindset shifts that's transformed the way she approaches manifestation, business and life: stop waiting for the feeling and start embodying it now. You'll learn: - Why "waiting energy" keeps you stuck - The difference between chasing goals and embodying your future self - Why your energy matters more than your strategy - A simple shift you can make today to start creating your dream reality Because your dream life doesn't begin when you achieve the goal... it begins when you become the person who already believes it's possible.

Welcome to the one hundred and seventy ninth episode of the #Expatchat podcast, End of Financial Year Checklist, where we discuss the latest tax and financial issues affecting an #Australianexpat.  As the Australian financial year draws to a close, expats have a valuable opportunity to review their tax position, investments, superannuation, insurance, and cross-border arrangements before 30 June. In this episode of Expat Chat, Managing Directors, James Ridley and Brett Evans discuss the key EOFY tasks Australian expats should address to avoid ATO issues and improve their financial outcomes. Key Takeaway: The main message is not just to know the EOFY checklist, but to act on it promptly. Small delays can create bigger problems later, particularly where residency, foreign income, investment disposals, or rental properties are involved. Completing these reviews before the year closes gives you more options, better records, and a smoother tax process. Relevant Links:
 • Upcoming webinar - US Exit Tax: https://us02web.zoom.us/webinar/register/6017810897348/WN_f4PEmohsTUmZ-KWqVP-C2Q • The Expat's Handbook now available - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you're based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt

Tax scams in Australia have got more sophisticated, and so has the misinformation around tax time. Fake ATO calls. WhatsApp messages promising big refunds. Unregistered tax agents charging for advice they can't legally give. And now AI tools confidently giving the wrong answer to Australian tax questions. In this episode of Money Matters, host Swati Sharma sits with registered tax agent Puneet Singh to walk through the scams to watch out for, how to verify a real tax agent, and whether you can actually trust AI tools like ChatGPT, Gemini and Claude with your tax return.In this episode of Money Matters, host Swati Sharma sits with a registered tax agent to walk through the scams to watch out for, and whether you can actually trust AI tools like ChatGPT, Gemini and Claude with your tax return.

It’s mid-year money reset-time! The end of financial year brings all of that new money energy, without the post fireworks slump. Not only is it a time where people are already looking at their finances (or looking out for a tax return), it’s a brand new chapter for folks who want to rewrite their money story. Frankly, with all of the cost of living pressures adding up, it feels right to pause and hit reset. Join Bec and Jess for a Deep Dive into EOFY energy; our highlights and lowlights from the year that’s been, as well as resolutions for FY27. Budgeting, saving, shrinking that debt or finally investing, we’ll share some new financial year goals from our community, as well as tips to help you get organised before the spenny end of the year. January 1 has nothing on July 1. OUR 30-DAY MONEY RESET: Did you sign up for our FREE mid-year challenge? It’s designed to help you get closer to your money goals by the time the countdown actually strikes. Join here. SUPERCHARGE YOUR SAVINGS: Stop procrastinating, start automating. Download our Shuffle Saver Challenge here. DISAPPEARING DEBT: Pay it down with our episodes devoted to diminishing debt. New here? Follow us on Instagram (@shesonthemoneyaus) for Q&As, bite-sized advice, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements (nartarshabamblett.com.au) The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 4451289See omnystudio.com/listener for privacy information.

This week its all about hobbies! Tessa joins her mom for a bell-ringing class, and Mike shows us just how collecting honey can be about a lot more than having a sweet tooth. The bells by Tessa Crozier “And you don't pull the rope hard; you pull it gently, but firmly, and get a feel for when it's about to leave on its journey around the frame” As the years pass, our parents might get more time to take on new hobbies. You know - gardening, mahjong, reformer pilates, ceramics. When Tessa’s mum retired, she got really into…bellringing. Tessa takes us up into the bell tower. Producer: Tessa Crozier Supervising Producers: Zacha Rosen, Felicity Weaver, Mel Bakewell Interviewee: Jeanne Crozier 100 Jars of Honey by Mike Williams Mike’s dad is really into bees. He started a curious collection of honey. In this story, Mike cracks the lid on the collection and offers us a taste. Written, produced and performed by Mike Williams. This story was originally performed as part of a live storytelling night All The Best held at the State Library of New South Wales as part of the series The Library That Made Me. Support ATB If you love what we do, you can donate to the show to support the next generation of audio storytellers. Head to https://allthebestradio.com/donate to make a tax deductible donation before EOFY. All The Best Credits Host: Gabriella Accaria Executive Producer: Melanie Bakewell Programming & Community Coordinator: Catarina Fraga Matos Production Manager: Kwame Slusher Digital Trainee: Imogen Brosnan Mixed & Compiled: Emma Higgins Theme Music composed by Shining Bird Special shout-out to all our volunteersSee omnystudio.com/listener for privacy information.

A wide-ranging edition of Overdrive examines how transport policy, motoring costs and changing consumer behaviour are reshaping Australian mobility. David Brown and Paul Murrell debate apartment parking mandates, shifting new-car pricing, church-based car sharing and whether high-speed buses could outperform costly rail projects. They also unpack the risks and realities of extended warranties, political “U-turns”, Jaguar's controversial EV naming strategy and road test the latest Suzuki Swift hybrid hatch. Parking Policy, Warranty Risks, Reimagining Buses Episode Breakdown • Apartment Parking Debate — 00:01 • Car Discounts and Market Shifts — 00:23 • Church Car Sharing Trial — 00:34 • High-Speed Bus Concept — 00:43 • Extended Warranty Concerns — 00:56 • Jaguar's “Type Zero 1” Naming — 01:42 • Suzuki Swift Hybrid Review — 01:48 Apartment Parking Debate The program opens with discussion around a Grattan Institute report claiming mandatory parking minimums are adding major costs to apartment developments. David Brown and Paul Murrell argue the issue is more complex than headline figures suggest, particularly when balancing resident needs, on-street congestion and transport alternatives. They question whether governments should dictate parking requirements or let the market decide, while also warning against simplistic “one-size-fits-all” urban planning policies. The broader conversation explores density, public transport limitations and the social cost of inadequate parking infrastructure. Car Discounts and Market Shifts The hosts note a dramatic turnaround in the new-car market, with manufacturers now offering aggressive EOFY incentives after years of shortages and waiting lists. Electric vehicles and plug-in hybrids are seeing especially heavy discounting. They discuss negotiation tactics, depreciation concerns and how sudden price cuts affect both new and used vehicle values. The conversation also touches on how emissions rules may influence future vehicle pricing and fleet choices. Church Car Sharing Trial A University of Sydney project involving church-based car sharing sparks discussion about community transport behaviour. The idea encourages parishioners to travel together rather than individually, potentially reducing congestion, parking demand and emissions. Brown argues these initiatives work best when practical benefits are demonstrated rather than simply promoted as moral obligations. The segment also revisits broader themes of social connection, community responsibility and smarter transport use. High-Speed Bus Concept California's proposal for high-speed buses using dedicated freeway lanes prompts debate about whether buses deserve renewed attention as efficient transport solutions. The hosts compare the concept with the escalating costs of high-speed rail projects in both the US and Australia. Murrell argues buses offer greater flexibility and potentially lower infrastructure costs, while Brown highlights the limitations of rail when destinations lie outside major corridors. Comfort, practicality and regional connectivity become key themes. Extended Warranty Concerns A listener's question about a costly Mercedes-Benz extended warranty leads to an in-depth discussion about warranty value, exclusions and servicing obligations. The hosts explain how third-party warranties can create complications and why consumers must carefully read conditions. They also explore dealer incentives, manufacturer goodwill claims and the importance of documented servicing history. The segment stresses calm negotiation and escalation to manufacturers where legitimate faults arise outside formal warranty periods. Jaguar's “Type Zero 1” Naming Jaguar's naming strategy for its upcoming EV receives a sceptical response. Brown and Murrell question the logic behind “Type Zero 1”, arguing it disrupts Jaguar's established naming heritage such as C-Type and E-Type. The discussion broadens into branding, language structure and how overcomplicated product names often require unnecessary explanation — a sign, they suggest, of weak marketing execution. Suzuki Swift Hybrid Review The latest Suzuki Swift hybrid is assessed as an affordable, efficient and practical hatchback that remains true to its roots. The hosts praise its value, compact dimensions and real-world usability, while acknowledging compromises in refinement and safety technology. They discuss hybrid efficiency, suspension design, pricing and the continued appeal of small hatchbacks in a market dominated by SUVs. Safety ratings and consumer attitudes toward crash protection also receive close attention. Program Links and Credits Overdrive Radio: Cars, Transport, Culture Hosted by David Brown With Paul Murrell from seniordriver.au Feedback: feedback@drivenmedia.com.au Broadcast across Australia on the Community Radio Network. First aired 23 May 2026.

Aintree Groups 2026 Budget & Tax Planning SeminarIn this special episode of the Plant Grow Reap Podcast, we bring you the complete recording of Aintree Group's 2026 Budget & Tax Planning Seminar, held at Aintree Group's Hawthorn East headquarters on Wednesday, 20 May 2026.Hosted by Shane McKenna, Managing Director and Chartered Accountant at Aintree Group, this annual seminar provides a practical, plain-English breakdown of the latest Federal Budget announcements and the opportunities they create for Australian business owners, investors, trustees, and families.Throughout the session, Shane and the Aintree Group team unpack the key Budget measures, discuss their potential impact, and share practical end-of-financial-year (EOFY) tax planning strategies designed to help individuals and businesses make informed decisions before 30 June.Whether you're looking to better understand recent legislative changes, optimise your tax position, or prepare your business for the financial year ahead, this seminar delivers timely insights and actionable strategies from experienced accounting and advisory professionals.In this seminar:Key 2026 Federal Budget announcements explained in plain EnglishPractical EOFY tax planning strategiesTax optimisation opportunities for businesses and family groupsConsiderations for investors and trusteesUpdates relevant to small and medium-sized businesses (SMEs)Strategic planning insights for the year ahead. This podcast episode contains the full audio recording of the seminar. For the complete experience, including presentation slides, visual examples, and supporting materials referenced throughout the session, we recommend watching the full video recording on YouTube.Watch the full seminar here: https://youtu.be/YVE26OttzjcDisclaimer: The information presented in this seminar is general in nature and does not constitute financial, taxation, or legal advice. Professional advice should be sought before acting on any information discussed.

What if your ADHD habits were quietly costing your family thousands every single year — and you could start getting that money back this week?

Join your hosting trio of Reesy, Kingi and Sim Woo as the they delve into the depths of the Memorial, Rate and yarn about some rugby league and also get into to random yarns towards the end. They lads announce the winners of the May medal and also run a new comp! the EOFY cash grab! Wrap your ears around us.  All Things PLP - https://www.preferredliesgolf.com Email us at info@preferredliesgolf.com Buildwright - https://www.buildwright.com.au/ - Call Jack Today!  Set Interiors - Call Connor 0400 241 136 Saxx Design - Get around them for all your graphic design needs - https://saxx.design/ GUMMIES and MORE!- https://krushproducts.com/ - Use code PLP for 40% off! Sure Thing With Adam King - The Feed  Jack Munro - https://ornumco.com/      

Driving Uber on the weekend. Tutoring a few kids after school. Cooking and selling tiffins out of your kitchen. Picking up the odd cash shift in a restaurant. If you're earning on the side in Australia, the Australian Taxation Office (ATO) almost certainly knows about it, and the rules around what you need to declare can catch people out. In this episode of Money Matters, SBS Hindi host Swati Sharma sits down with registered tax agent Puneet Singh to walk through side hustle and cash job tax obligations and implications, ahead of EOFY.In this episode of Money Matters, host Swati Sharma sits with a registered tax agent to walk through side hustle and cash job tax obligations and implications, ahead of EOFY.

Text me and tell me what you think of this ep. Most interior designers hit 30 June without ever looking down. This episode covers the end of financial year financial habits solo interior design studio owners actually need — from reading your P&L without panic, to auditing subscriptions, pre-purchasing annual software, and having a planning meeting that changes the next 12 months. Practical, no-accountant-jargon, built for Australian designers running their studio like a business.→ Get 90% off Xero for 6 months (affiliate link): https://referrals.xero.com/2aphqv8q0y59 → Join the Studio Build waitlist (July 7 cohort): https://rhiannonlee.myflodesk.com/studiobuild──────────────────────────CHAPTERS──────────────────────────0:00 Why interior designers don't know their own numbers3:45 What is a P&L and why you should be reading it monthly8:20 How to use your education budget before 30 June12:10 Should you audit your ad spend at end of financial year?15:30 Are your studio systems good enough to hand over?19:00 How to pre-purchase annual subscriptions and save 15–30%22:40 What studio equipment can you claim this financial year?26:15 How to set a revenue target and work backwards from it30:00 Why you should know your numbers before you talk to your accountant34:20 How to celebrate end of financial year as a small business owner──────────────────────────RESOURCES MENTIONED──────────────────────────→ Xero cloud accounting (90% off for 6 months): https://referrals.xero.com/2aphqv8q0y59→ Studio Build — 6-week AI implementation intensive: https://www.rhiannonlee.com.au/studio-build→ Studio CEO — 12-week business coaching program: https://www.rhiannonlee.com.au/studio-ceo→ Studio Learn — free resources for interior designers: https://www.rhiannonlee.com.au/studio-learn→ Instagram: @the_rhiannonlee──────────────────────────ABOUT RHIANNON LEE──────────────────────────AI strategist for Australian interior designers. Former Oleander & Finch. Creator of the Studio Suite — Studio Learn, Studio Build, and Studio CEO — operational AI implementation for design businesses, not productivity theatre.→ Instagram: @the_rhiannonlee→ Website: https://www.rhiannonlee.com.auThanks for listening to this episode of "Designing Success: From Study to Studio"! Connect with me on social media for more business tips, and a real look behind the scenes of my own practicing design business. Grab  more insights and updates:Follow me on Instagram: https://instagram.com/oleander_and_finchLike Oleander & Finch on Facebook:https://www.facebook.com/oleanderandfinch For more FREE resources, templates, guides and information, visit the Designer Resource Hub  on my website ; https://oleanderandfinch.com/Ready to take your interior design business to the next level? Check out my online course, "The Framework," designed to provide you with everything they don't teach you in design school and to give you high touch mentorship  essential to having  a successful new business  in the industry. Check it out now and start designing YOUR own successTHE FRAMEWORK  ( now open)  https://www.oleanderandfinch.com/the-framework-for-emerging-designers/Remember to subscribe to the podcast and leave a review. Your feedback helps me continue providing valuable content to aspiring interior designers. Stay tuned for more episodes filled with actionable insights and inspiring conversations...

Tax Time Shake-Up: What Every Aussie Needs to Know for 2026–27!Tax time is just around the corner, with a number of changes set to kick in from July 1. So what do you need to know and how can you prepare?On this episode of the Friends With Money podcast, Money's Tom Watson is joined by Mark Chapman, director of tax communications at H&R Block, to break down the key updates and the moves to make before and after June 30.00:00 Introduction01:07 Federal budget tax changes overview01:36 What's changing with negative gearing?03:09 Capital gains tax overhaul04:50 Family trusts and the 30% minimum tax06:22 $1,000 instant deduction08:24 Working Australians Tax Offset09:51 Lower income tax rates and super changes11:42 Who the ATO is targeting this year14:49 EOFY checklist: practical steps to take now17:10 — Common mistakes when preparing a tax return18:30 Conclusion#friendswithmoney #tomwatson #markchapman #taxPodcast Links:Listen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: podcast@moneymag.com.auGet stories like this in our newsletter: bit.ly/3GDirbR

Rachelle's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoHJohn's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9MIn this episode Rachelle is joined by return guest Leah Hall, director and accountant at Lift Accounting to unpack what business owners and property investors need to know at EOFY. This episode was recorded prior to the budget. They talk about:

We clearly have a divided community over the ?fall-out? from the Federal Budget. A conversation today about the ?uncertain? side-effects of attempts at creating ?intergenerational equity?. Life, Culture and Current Events from a Biblical Perspective with Neil Johnson.Your support sends the gospel to every corner of Australia through broadcast, online and print media: https://vision.org.au/donateSee omnystudio.com/listener for privacy information.

Every year EOFY rolls around and you can either use it as a reset or ignore it completely! The truth is, the ones who ignore it are the ones still struggling in December wondering where the money went!In this episode Jay and Marie break down exactly what you should be doing right now: reviewing your price list, understanding your expenses, having the right conversations with your accountant and getting your head around the changes coming.This isn't about panic. It's about being the business owner who sees it coming and acts instead of the one who reacts six months too late.P.S If you are ready for your ‘Financial Glow-up' Join us in our next round of the Financial Glow-up programhttps://link.yourgrowthcoaches.com.au/fgu26-sm-530409Make sure you subscribe so you get notifications and leave us a review if you have loved this episode!Ready to level up your marketing and open the flood gates? Join us for our ‘Marketing Ai Masterclass'  on the 15th of June - https://link.yourgrowthcoaches.com.au/marketing-masterclass-26-org-624607 

Send us Fan MailEOFY Planning for Business Owners: What to Do Before 30 JuneWith the end of the financial year fast approaching, business owners still have time to make decisions that can legitimately reduce tax, improve cash flow, and strengthen their financial position before 30 June.In this episode, Stuart and Mena cut through the noise surrounding EOFY planning and focus on the practical strategies that matter most. They discuss the key areas every business owner should be reviewing in the final weeks of the financial year, including the timing of deductions, managing year-end cash flow, maximising superannuation contributions before the relevant cut-offs, and understanding how the instant asset write-off rules may apply.The conversation also explores the importance of structure, substantiation, and documentation. Many EOFY strategies fail not because the idea was wrong, but because the paperwork, timing, or commercial rationale was not properly considered. Stuart and Mena explain the common mistakes business owners make when rushing to implement last-minute tax strategies and why acting under pressure often creates more problems than it solves.Most importantly, this episode reinforces that effective EOFY planning is not about chasing loopholes or making purchases simply because they are deductible. It is about ensuring the decisions you have already made are properly documented, the opportunities available to you are not overlooked, and any action taken before year-end makes commercial sense as well as tax sense.Whether you are running a small business, managing a growing company, or navigating your first EOFY as a business owner, this episode provides a practical framework to help you approach 30 June with greater clarity and confidence.If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey! Click here to subscribe to our weekly email. SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here. Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website. Follow us: Stuart: Twitter/X and LinkedIn.  Mena: LinkedInIMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

Drew Meredith and James O'Reilly on why AI-built retirement modelling routinely gets the numbers dangerously wrong, plus the end-of-financial-year traps and condition-of-release tricks every Australian retiree should know before June 30. In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth, work through five high-stakes mistakes they keep seeing in DIY retirement plans — from AI tools that forget income tax and the age pension, to notice-of-intent timing errors that quietly delete tax deductions worth tens of thousands. They also unpack a clever (and entirely legal) condition-of-release strategy involving the Census, plus how to think about gifting an adult child a house deposit without blowing up your own retirement. Topics covered - Why AI-built and industry-fund retirement calculators keep missing income tax and the age pension - Treating AI like a sharp intern — useful, but you still have to check the work - End-of-financial-year planning: why “June” is too late and what to be doing in March and April - Notice of intent to claim — the timing trap that quietly deletes tax deductions - Excess concessional contributions: how the ATO's flexibility has changed the game - Property settlements vs exchange-of-contracts — why the date you assume isn't the tax date - The Census condition-of-release trick: unlocking tax-free super after 60 - Cash-out and re-contribution — saving adult-child beneficiaries tens of thousands in tax - How secure are annuities really? APRA, statutory funds, and what the government guarantee does (and doesn't) cover - Gifting an adult child a $150k house deposit — gifting limits, the 5-year deeming rule, and why a guarantor arrangement is often the better move Resources for this episode - Wattle Partners - Northeast Wealth - ATO myGov — check your concessional cap and carry-forward space - ATO — Notice of intent to claim a deduction for personal super contributions - Services Australia — Gifting and the age pension - Challenger — Australia's biggest annuity provider (mentioned in the annuities discussion) – Ask a question (select the Retirement podcast) Show partner resources – Visit TermPlus to learn more – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Most Australians leave money on the table at tax time without realising it. Your phone bill, your internet, your work uniform, the cost of travel between jobs: these are all tax deductions you can actually claim, but only if you know how. In this episode of Money Matters, SBS Hindi host Swati Sharma sits down with registered tax agent Puneet Singh to walk through the deductions you might be missing, the records the ATO wants to see, and the claims that get rejected. In Hindi, ahead of EOFY.Visit SBS Hindi for more episodes of Money Matters, and more news and updates in your language.

The end of the financial year presents a prime opportunity for brokers to move from reactive, single-product lending to more connected solutions for SME clients. Reid Davidson, state lead for Victoria, South Australia, and Tasmania at commercial lender Lumi, joins In Focus to discuss how brokers can support SMEs as they actively seek to connect the dots between working capital, asset finance, and property. He discusses the growing expectation for brokers to operate as "full-capital advisers"; explains the structural and process challenges that can make it difficult to deliver joined-up solutions in practice; and highlights how tools, like Lumi Pulse, are designed to streamline quoting and execution, so brokers can maintain momentum during peak EOFY activity. Tune in to find out: The impact of increased volatility on structural pressures facing SMEs. Why EOFY is prompting SMEs to take a more strategic approach to funding. How brokers can deliver faster, more connected capital solutions. And much more!

He ran 600 head of cattle on a 2.5 million acre station in the Northern Territory.Raced yachts across the Atlantic. Trained as an accountant.Then built one of Australia's most sophisticated mortgage broking operations.This is not a typical finance episode. Ben Robinson, Director of Flint Group, sits down with Darren to talk about what most investors never think about until it is too late and what the smartest property portfolios are doing differently right now. What we get into: The unicorn client - 9 properties, all personal name, 55% LVR, no ugly ducklings. Why he is almost impossible to replicate and what most investors do wrong trying to get there. The SMSF strategy that actually works and the one that does not. When to go residential, when to go commercial, and the fund balance you need before either makes sense. Ben gives the exact numbers. Why your accountant and your broker need to be in the same conversation before EOFY and what happens when they are not. The lending landscape right now. Banks are tightening. DTI limits are biting. Pre-approvals are being revised. What that means for investors who are active or about to be. How Ben has built a 22-person team across Australia and Nepal using AI to handle what used to take three people two days and what tool he is using to do it. The business model most brokers are running that leaves investors exposed and what a well-structured brokerage actually looks like on the inside. This one is worth the full listen.If you have ever wondered whether your broker is actually ahead of your portfolio or just reacting to it, this episode answers that question. Connect with Us: Instagram: @tiapropertybuyers Website: https://tiaproperty.com.au/ General information only. Not financial or lending advice. Always seek advice based on your individual circumstance.See omnystudio.com/listener for privacy information.

June 30 is one of those dates that creeps up, and suddenly everyone is asking the same thing.  Have I missed something?  Could I have done something smarter with my super? Is there a tax deduction I should know about? Did I leave it too late? And why does EOFY always make your money feel more complicated than it needs to be?  In this episode, financial adviser Nick Donato is joined by Brendan from the Guidance team to talk through the EOFY checks that are actually worth your attention before the deadline hits.  Because the only thing worse than dealing with EOFY admin is realising in July that there was something useful you could have done. So, this episode gives you a clear list of what to check, what to ask about, and what might still be worth looking at before June 30.  Inside this episode:  • The super rules people often misunderstand • The tax deduction opportunity that is not just salary sacrifice • Why June 30 can be too late if your fund does not receive the money in time • How catch up contributions may help if you have had a bigger tax year • The spouse contribution and co contribution rules worth knowing • The SMSF checks you do not want to leave too late • Why EOFY is a smart time to review your portfolio, insurance and beneficiaries • What family trust holders and business owners should be asking their accountant  WANT ADVICE ON HOW THIS WILL AFFECT YOUR FINANCES? Book an appointment here.  WANT TO STAY ACROSS WHAT'S MOVING THE MARKETS?: Subscribe to GainingCHOICE, our weekly email unpacking the key headlines and what to pay attention to.  GOT A FINANCE QUESTION FOR PAUL?: Send it to paul@financialautonomy.com.au, and it could be featured in his Ask an Expert column each Sunday in The Age and Sydney Morning Herald.  General advice disclaimer 

Still getting hit with surprise tax bills, or wondering if your accountant is actually helping your clinic grow?In this episode of the Grow Your Clinic podcast, we unpack what a proactive accountant relationship should really look like - and why it can make or break your clinic's financial future. We discuss the importance of regular financial check-ins, proactive tax planning, understanding your numbers, and setting clear financial goals that align with your long-term vision. You'll learn how to structure your finances more effectively, improve cash flow visibility, leverage tools like Xero, and create a rhythm of accountability that keeps you ahead instead of reacting at tax time. Plus, we dive into the key signs your accountant may no longer be the right fit for your business.If you want more clarity, better financial control, and a smarter strategy for growing your clinic, this episode gives you the framework.Need to systemise your clinic? Start your free trial of Allie! https://www.allieclinics.com/ In This Episode You'll Learn: 

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 10 April 2026. The topic is: Misconceptions people have as we approach the end of financial year. This show was pre-recorded as Leon and Luke were both on Easter break. Misconceptions can cost you money and opportunity in your […]

Sue Hickey, Mayor of Glenorchy City Council, joins Kaz and Tubes for this week’s Mayor on the Air segment, discussing numerous exciting projects due to be completed by EOFY, and today’s Jobs Hub expo.See omnystudio.com/listener for privacy information.

EOFY, SOFY, YSPCA and career expos! Join OG YouTuber & CEO Brittney Saunders, and Australia’s Biggest Glamazon Alright Hey as they break down the biggest stories of the week. If it’s trending, going viral, and has you gripped… we’re talking about it. LINKS Follow @alrighthey on all socials Follow @brittney_saunders on all socials Follow @novapodcastsofficial on Instagram Email us HERE scrollers@novapodcasts.com.au CREDITSHosts: Alright Hey and Brittney SaundersSenior Producer/Editor: Hannah Bowman Managing Producer: Elle Beattie Nova Entertainment acknowledges the traditional custodians of the land on which we recorded this podcast, the Gadigal People of the Eora Nation. We pay our respect to Elders past and present.See omnystudio.com/listener for privacy information.

We've reached the end of financial year and everyone's minds turn to tax.In this episode we've summarised our 7-step EOFY checklist.We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.—------Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Trace & Blake are joined in this BONUS

Feel like your 2025 money goals ghosted you around February? You’re not alone... and babe, it’s time for a financial glow-up. In this episode, we’re using EOFY energy to reboot your budget, clean up your spending habits, and get your money working for you (not the other way around). We’re talking five fast, feel-good steps to sort your finances before June 30 hits, and no, it’s not about cancelling every brunch or surviving on rice and regrets.In this episode: