Podcasts about self managed super funds

In this episode, Debbie sits down with Chris Jahn from Jahn Super to discuss Self Managed Super Funds - from fundamentals and setup to administration and compliance.Not just relevant to SDA investment, this episode is for anyone considering setting up an SMSF to manage their superannuation and take control of how and where their money is invested.Contact Chris Jahn on 08 6477 9964chris@jahnsuper.com.auhttps://jahnsuper.com.au/---------------------------------SDA ADVISORY SERVICEShttps://www.sdaadvisory.com.auSDA RESEARCH REPORTShttps://ndis.property/reportsEBOOKS:www.robustdesign.com.auwww.highphysicalsupport.com.auwww.improvedliveability.com.auwww.fullyaccessible.Send us a textNDIS PROPERTY AUSTRALIA:Our team conducts thorough research on Specialist Disability Accommodation (SDA) and provides appropriate technical advice through premium and strategy-based solutions. We also use complex feasibility calculation spreadsheets to help investors understand the expected annual income of an SDA dwelling, the timeline stages of construction of their property, as well as revealing the hidden costs. By staying up-to-date with the latest SDA data and pricing payments information, we help clients make better-informed decisions and achieve their investment goals.FOLLOW US:LinkedInInstagramFacebookCONTACT:Please feel free to call us on 1300 254 397 to talk to one of our friendly staff, otherwise, just pop on over to our website to find out more.For any podcast related queries or suggestions, please contact our podcast team via podcast@ndis.property

This episode breaks down how superannuation really works in Australia and why so many people have no idea where their money is or how it is being managed. Natalia explains the realities behind industry funds and Self Managed Super Funds, how to take control of your retirement, what the rules actually say, and the mistakes that keep Australians losing money without even realising it.

Lachlan Vidler and Will Sanchez unpack three powerful hacks for property buyers using self-managed super funds (SMSFs) — covering borrowing power myths, why SMSF investing is a true team sport, and how the right strategy can supercharge your retirement. They stress the need for proper financial, legal, and lending advice, explain how leverage and compound growth can multiply long-term returns, and outline how to set up your SMSF team for success. To contact Will at Aussie Home Loans Newtown click the link to make an appointment: You can also call or email: 0426 169 334 or ⁠⁠⁠⁠⁠⁠will.sanchez@aussie.com.au⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠https://www.instagram.com/will.sanchez.aussie/⁠⁠⁠⁠⁠ To Get in Touch with Lachlan at Atlas Property Group: ⁠⁠⁠⁠⁠https://atlaspropertygroup.com.au/book-now/⁠⁠⁠⁠⁠ https://www.instagram.com/lachlan.vidler/ Hosts of the show, Lachlan Vidler and Will Sanchez, unpack insights into the Australian property market, property portfolio and property investment strategies, as well as market analysis on locations all around the country. If you love property and are trying to grow your wealth, the Property Investment Australia Podcast is your must listen podcast! Lachlan Vidler is the Director of Atlas Property Group which is one of Australia's leading national investment only buyers agencies. Atlas Property Group was the 2023 National Buyers Agency Champion and Lachlan and his team are 5x Finalists in the REB Awards across the categories of Buyers Agent of the Year, Thought Leader of the Year, and Rising Star of the Year. Lachlan is also the author of best-selling property investment book “A Military Guide to Property Investing”.   Will Sanchez is the franchisee of Aussie Newtown in Sydney. Originally from Brazil, Will quickly established himself as an industry leading mortgage broker who is exceptional at helping property investors build portfolios. Will is recognised as a CBA Elite Broker, an Aussie Home Loans Platinum Broker, and his leadership has seen Aussie Newtown recognised as a Platinum Store in the Aussie Home Loans network.

In FY25, approximately 42,000 new Self-Managed Super Funds were established in Australia, with the total assets of the sector passing $1.05 trillion.Adam Lang speaks to Tim Steele, Chief Executive of Class, and Meg Heffron, Managing Director of Heffron, after the release of the Annual Benchmark Report at Class Ignite 2025. They discuss record growth in SMSFs, increasing participation from younger Australians, and the resilience of the sector despite regulatory headwinds.Fear & Greed is the media partner for Class Ignite 2025Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

A generation of investors have used Self Managed Super Funds for property investment, but steadily the numbers have changed in this area with higher rates, higher upfront costs and a growing realisation it is not the deal it used to be. Financial adviser James O'Reilly from NorthEast Wealth joins Associate Editor - Wealth, James Kirby, in this episode. In today's show, we cover: SMSF property - A sub-optimal performer Survivorship bias - Why SMSF property may lose in the future Would you be better in a standard super fund? The limits of compulsory super rules See omnystudio.com/listener for privacy information.

This week, Trent Fleskens hosts Simon Gow, the National Head of Self-Managed Super Funds at Grant Thornton, to delve into the intricacies of self-managed super funds (SMSFs) and property investment. They discuss the increased regulation and compliance associated with SMSFs, the benefits of using an SMSF for property investments, and the tax advantages. Additionally, they cover borrowing against super balances, the setup and ongoing costs, legal and compliance requirements, and common strategies like buying commercial property through an SMSF. Simon provides detailed guidance on the rules, potential pitfalls, and the overall strategic mindset needed for leveraging SMSFs effectively.

'The Australian Property Game' is my new book and we're here to discuss it. We also dive into the current political landscape in Australia, the roles of government in wealth creation and the challenges posed by recent policies.    It's super important to take the mantle in navigating the cost of living crisis and understand all the changes coming your way. Become an investing professional by listening in and learning how to prepare your investing game for the future.    I discuss -  00:00 - Introduction and Personal Update 06:06 - Political Landscape and Government's Role 11:51 - Tax on Unrealized Capital Gains: A Deep Dive 18:01 - Self-Managed Super Funds vs. Industry Funds 24:14 - Conclusion: The Fight for Individual Liberty   Don't hesitate to hit me up on Facebook @SamSaggers. DM me with any of your questions :)   If you're yet to subscribe, be sure to do so on your favourite channel.    Apple - https://pre.fyi/upi-apple   Spotify - ⁣⁣https://pre.fyi/upi-spotify ⁣ YouTube - https://pre.fyi/upi-youtube   And remember, I'm really good on 1.25 or 1.5 speed :)   Take care,  Sam   Hey Investors! It's great to see you here. To get you started on your journey we've popped a few educational resources below for FREE! ➡️ DOWNLOAD The Part Time Property Investor ebook-https://pre.fyi/yt-part-time-investor-ebook ➡️ DOWNLOAD The Property Investor's Cashflow Calculator-  https://pre.fyi/yt-cashflow-calculator  ➡️ REGISTER for a Property Investing Webinar -  https://positivere.events/learn-to-invest    Positive Real Estate's Property Investor Masterclass

In this episode of THE SMSF Experts, Shelley is joined by Bryce Figot, special counsel at DBA Lawyers, to discuss the significant impact of case law on SMSF trustees and compliance obligations. With over 21 years of experience in tax and superannuation, Bryce shares insights on landmark cases like Hill v. Zuda, Katz v. Grossman, and the consequences for SMSF professionals and auditors. Shelley and Bryce dive into how these legal precedents have shaped best practices, estate planning, and the nuances of trustee responsibilities within the SMSF industry. (01:16 The Fascination with Self-Managed Super Funds(02:20 Championing SMSF Auditors(04:15 Case Law Impact on SMSFs: Hill vs. Zuda(11:52 Katz vs. Grossman: Trustee Discretion and Family Disputes(21:02 Aussiegolfa vs. Commissioner of Taxation(21:43 The Sole Purpose Test and In-House Asset Rules(25:42 Penalties and Compliance in SMSFs(30:16 Auditors' Responsibilities and Landmark Cases(34:34 The Melissa Caddick Case and Settlement Insights Follow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au

In this episode of Talk Property To me, hosts Brad East and Aaron Downie explore the impact of Trump's tariffs on the Australian property market and self-managed super funds (SMSFs). We begin by discussing Trump's use of tariffs as a negotiation tool, particularly with China and the U.S., and how these policies have led to significant volatility in global markets, including a $71 billion loss in the ASX. While the direct effects on Australia have been limited, we highlight the challenges faced by Australian e-commerce businesses reliant on Chinese goods now subject to steep tariffs. The conversation shifts to the property market, where we discuss the Reserve Bank of Australia's (RBA) focus on stimulating the economy, which may lead to anticipated interest rate cuts. We explain how these cuts could benefit homeowners and potential buyers by driving property prices up. We also advocate for the advantages of SMSFs in property investment, comparing potential returns from real estate to traditional industry funds. We outline the steps to set up an SMSF and emphasize the importance of viewing initial costs as an investment in future wealth. Finally, we touch on the potential effects of tariffs on the Australian dollar and foreign investment, and we tease our next episode, which will cover recent changes in zoning laws that could simplify building approvals. Join us for this insightful discussion on navigating the intersections of global trade, local property markets, and investment strategies for your financial future. 00:00:00 - Introduction and Overview Welcome back to Talk Property Toomey, discussing Trump's tariffs, property, and self-managed super fund opportunities. 00:00:23 - Rate Cut Predictions Exploring the latest predictions on interest rate cuts and their implications for listeners. 00:00:39 - Trump's Tariffs and Economic Impact Discussion on Trump's use of tariffs as a leverage tool and its effects on the global economy. 00:01:50 - Direct and Indirect Effects on Australia Analyzing the limited direct impacts on Australia and the indirect effects on trade with China and Japan. 00:03:44 - E-commerce Challenges Impact of tariffs on Australian e-commerce stores reliant on Chinese goods for exports to the US. 00:05:00 - Market Volatility and Property Investment The significant capital loss in the ASX and the stability of property as an investment. 00:05:49 - RBA's Shift in Focus The RBA's change from worrying about inflation to stimulating the economy through potential rate cuts. 00:06:39 - Panic Selling in Stock Markets Understanding the effects of panic selling on market stability and individual investment strategies. 00:07:43 - Self-Managed Super Funds vs. Industry Funds Exploring the benefits of self-managed super funds and property investment over traditional industry funds. 00:09:48 - Compounding Growth in Property The advantages of property investment in self-managed super funds and its long-term growth potential. 00:10:57 - Setting Up a Self-Managed Super Fund Steps to establish a self-managed super fund and the importance of commitment in the process. 00:12:10 - Cost vs. Opportunity in Investments Encouraging a focus on long-term wealth creation rather than immediate costs associated with setting up a fund. 00:12:21 - Current Cash Rate and Future Predictions Discussion on the current cash rate and predictions for future rate cuts by the RBA. 00:13:25 - Impact of Rate Cuts on Home Loans How potential rate cuts could affect home loan repayments and savings for homeowners. 00:15:15 - Negotiating with Lenders Advice on keeping banks accountable and negotiating better rates for home loans. 00:15:48 - Foreign Investment and the Australian Dollar Potential impacts of tariffs on the Australian dollar and implications for foreign investment. 00:16:12 - Upcoming Topics on Zoning Laws Preview of the next episode discussing changes in zoning laws and building approvals. ABOUT THE HOSTS BRAD EAST Brad East is the Managing Director of Wisebuy Home Loans. Brad is an award-winning mortgage broker and has helped thousands of clients gain finance to purchase properties. Wisebuy Home Loans is the go-to mortgage brokerage for clients wanting out-of-the-box applications approved. Website → https://wisebuygroup.com.au  LinkedIn → https://www.linkedin.com/in/newcastlemortgagebroker/  Instagram → https://www.instagram.com/bradeast_mortgagebroker/  Facebook → https://www.facebook.com/bradeastofficial AARON DOWNIE Joining the podcast in 2024, Aaron Downie is a seasoned property investor and director of Mackenzie Buyers Agency. Aaron's deep understanding of the property market and investment strategies provides listeners with invaluable insights. Website: https://www.mackenziepropertygroup.com.au/ Linkedin: https://www.linkedin.com/in/aaron-downie-1b2749134/

I’m sure you have seen some of the adverts saying you can pay your home off in 7 years by investing in property, is this a marketing gimmick or a legitimate hack? Today, I’m tackling this and some of the recent juicy questions from our Perth Property Investment Facebook group, including whether it’s still a good time to buy in WA, how to approach asset selection in today’s market, and how to maximise tax deductions when making improvements to your investment property. Beyond that, I’m introducing a new segment where I take a deep dive into one specific suburb—this time, Rockingham. I’ll break down key data, market trends, and investment potential to help you understand how to assess suburbs like a pro. If you’re looking for practical insights for your next investment move, you’re in the right place. Let’s go inside. Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Debt Recycling Strategy and Self-Managed Super Funds [03:15] Critique of Debt Recycling Strategy [06:27] Investment Opportunities in WA [07:45] Tax Deductions and Property Renovations [13:31] Investment Property Renovations and Tax Claims [16:31] Introduction to the "Inside View" Segment [19:15] Rental Market and Economic Factors [25:35] School Quality and Rental Market Trends [31:46] Economic Projects and Future Growth [35:02] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

In this episode, Dan and Tim chat about the ins and outs of self-managed super funds (SMSFs). We break down the key things to know about managing your own super. Covering the benefits and risks of SMSFs, including tax perks, setting one up, and the importance of staying compliant. We also touch on asset revaluation, borrowing within SMSFs, and the dangers of poor management. Coming soon Two Drunk University!

Thinking about buying property with your super? We go through the ins and outs of Self-Managed Super Funds (SMSFs), including why more people are setting them up, the benefits and tax advantages of owning property within an SMSF, and key compliance rules. We look at financing options, lending challenges, and strategies for business owners looking to rent their premises from their own super fund.On this episode, we discuss:(00:00) How to Buy Property Using a Self-Managed Super Fund(00:46) Why Self-Managed Super Funds Are Growing in Popularity(01:24) Why Major Banks Stopped Lending to Self-Managed Super Funds(02:00) Benefits of Owning Property in a Self-Managed Super Fund(03:08) What Is a Self-Managed Super Fund & How Does It Work?(05:50) Should You Buy Commercial Property in Super or Your Own Name?(09:51) How Much Super Do You Need to Buy Property?(11:29) Can You Rent Your Business Premises from Your Super Fund?(14:43) What Property Improvements Are Allowed in a Super Fund?(16:48) What Happens When You Sell Property in a Self-Managed Super Fund?(19:47) Can You Keep a Self-Managed Super Fund If You Move Overseas?(21:25) Is It Harder to Get a Loan for a Self-Managed Super Fund Property?(23:00) Why Some Lenders Charge Higher Interest for Super Fund Loans(24:19) Who Should (and Shouldn't) Set Up a Self-Managed Super Fund?(24:37) How to Keep a Self-Managed Super Fund CompliantCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.

In this episode, we explore the ins and outs of in-house assets within self-managed super funds. Lyn Formica, Head of Education and Content at Heffron SMSF Solutions, joins Shelley to explain the regulations, benefits, and risks involved in helping SMSF trustees make informed decisions. With over 30 years of experience providing technical advice to SMSF professionals, Lynn offers valuable insights into managing these assets effectively.(03:31) Understanding In-House Assets(05:29) Exceptions to In-House Assets(06:39) Challenges with Overseas Assets(08:16) Market Valuations and In-House Assets(11:43) Related Parties and In-House Assets(14:32) Trustee Responsibilities for In-House Assets(21:13) Understanding Trust Legislation and Tainting(22:11) Timing and Compliance with ATO Rules(22:56) Dealing with NALI Provisions and Exiting Investments(24:40) Navigating Trustee Changes and Death Benefits(27:02) Section 85: Anti-Avoidance Provisions(34:01) Advising Clients on In-House Assets(39:58) War Stories and Real-Life Examples  Follow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au

Welcome to The Pumped On Property Show Podcast, hosted by investors Ben & Simon Everingham. On this podcast, you'll learn how to build your property portfolio with confidence and achieve financial freedom. Both Ben and Simon have made many mistakes and learnt many lessons the hard way on their journey to buying over $500,000,000 worth of investment property in Australia for themselves and their clients. Looking back, these mistakes have made them the investors they are today.  At Pumped On Property we help investors build their property portfolios with confidence & achieve financial freedom.  As a business, we've helped our clients buy over $500,000,000 worth of investment property in Australia. We believe you were born to be financially free and living a life filled with choices.  The choice to spend more time with the people you care about, do meaningful work, help others, move better, travel the world, and become the best version of yourself. We look forward to helping you get there.  DISCLAIMER The viewer acknowledges and agrees that:  (a) Pumped on Property (POP) is not a licensed financial services adviser, accountant, solicitor, builder, engineer, architect, town planner or property manager; (b) POP is a licensed real estate agent, which conducts business as a 'buyer's agent;  (c) The information provided on this podcast channel is conveyed by POP as general information only, and is not tailored to the viewer's particular financial circumstances or expectations;  (d) The information provided on this podcast channel cannot be relied upon by the viewer as providing any advice upon which the viewer might rely in making any decision concerning their financial circumstances or the sale or purchase of any real property;  (e) The use of which the listener may make of the information provided on this podcast channel is subject to the viewer seeking independent professional advice from legal, financial, taxation and accounting advisers before making any decision affecting their financial circumstances or the sale or purchase of any real property;  (f) The information provided in this podcast channel, given it is general in nature, is not suitable or applicable to the listener's individual circumstances, needs, objectives or expectations;  (g) In providing the information upon this podcast channel, POP has made no representation, provided no advice, and given no warranty or promise, as to the suitability, or otherwise, of any investment in any real property; (h) POP is unable to predict the short or long-term future of the global Australian financial market or the property markets and acknowledges that prices may rise, fall, or be stagnant for long periods of time and that POP has no control over the market or any returns to any investor in the market;  (i) POP has made no representation, promise or warranty as to the competence of any third-party service providers referred to on this podcast channel. I acknowledge that I have read and understood the disclaimer with respect to POP's services set out above, before accessing this podcast channel."

Is putting property into your SMSF a good idea, or could it be too risky? SMSF advisor Liam Shorte from Sonas Wealth joins us today to explore this hot topic, giving practical insights on the benefits of more control, tax advantages, and the hidden costs and risks that SMSF investors often miss. We explore the appeal of property investment within an SMSF for those aiming to diversify their retirement strategies, with Liam highlighting both the potential benefits and risks involved. While property can offer control and growth, Liam has seen many investors fall prey to unqualified advice and costly mistakes. The key, he says, is understanding the rules and avoiding schemes marketed as “one-stop-shops”—these setups often come with high risks and may not align with an investor's long-term goals. We also emphasise the importance of maintaining balance within an SMSF portfolio, ensuring that there's adequate liquidity to support flexibility as life stages and retirement plans evolve. Compliance is another major factor, as SMSFs face strict ATO oversight. From penalties to complex reporting, there's no margin for error, and Liam illustrates this with examples from clients who have successfully coursed through these requirements by investing thoughtfully, like buying commercial property to lease back to a family business. Throughout the episode, Liam shares insights on managing SMSF property investment with smart, tailored strategies. His practical advice provides a framework for building an SMSF that fits your financial goals without overloading on risks or overlooking critical tax and compliance obligations. Episode Highlights: 00:00 - Introduction 01:02 - Who is Liam Shorte? 01:49 - What is a fellow SMSF specialist advisor? 02:43 - What is an SMSF? 04:52 - Biggest risks in handling SMSF funds for different retirement stages 06:14 - How to manage trustee disagreements in SMSF strategy setting 08:33 - Has competition shifted SMSF drivers from fee savings to investment options? 12:24 - Key compliance and cost factors to think about when starting an SMSF 16:11 - Are people finally realising the full potential of super contributions? 19:31 - The implications of investing in property through super for younger investors 24:04 - Is an SMSF right for you? Who should consider it? 27:24 - Are women better investors than men? 33:21 - The dangers of focusing solely on residential property in an SMSF 35:36 - Mitigating the risks of having an unbalanced SMSF portfolio heavily focused on property 42:11 - Common mistakes investors make with residential property in their super 51:36 - Liam Shorte's property dumbo About Our Guest: Liam Shorte, a Fellow SMSF Specialist Advisor™ and Financial Planner with Sonas Wealth, brings 30 years of experience across Australia, Ireland, the UK, and the Middle East. Liam specialises in superannuation, retirement, estate planning, investment, and tax strategies, with a strong focus on Self-Managed Super Funds and Family Trusts. His blog, The SMSF Coach, demystifies industry jargon for SMSF trustees. He advises clients across NSW, QLD, and Victoria, and has earned accolades, including SMSF Adviser of the Year (2021) and a place in Barron's Top 50 Financial Advisers in Australia. Liam holds a Bachelor of Business, Advanced Diploma in Financial Services, and multiple industry certifications, and in 2024, was appointed to ASIC's Financial Advisers Consultative Panel. Connect with Liam Shorte: LinkedIn https://au.linkedin.com/in/liamshorte Website https://smsfcoach.com.au/ Instagram https://www.instagram.com/smsfcoach/ Sonas Wealth Website https://www.sonaswealth.com.au/ Resources: Visit our website https://www.theelephantintheroom.com.au If you have any questions or would like to be featured on our show, contact us at: The Elephant in the Room Property Podcast questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.au Work with Veronica: https://www.veronicamorgan.com.au Looking for a Mortgage Broker? https://www.flintgroup.au Work with Chris: chrisbates@flintgroup.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719 Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 See omnystudio.com/listener for privacy information.

Welcome to Episode 205 of The Numbers Game. In this episode, we explore self-managed super funds (SMSFs). We go through the statistical growth of SMSFs, the advantages of property investment within these funds, and important considerations such as legal structures, risk profiles, and financial planning. We also touch on the challenges and opportunities in SMSF lending, including recent shifts in interest rates and refinancing options.On this episode, we discuss:Self Managed Super Funds (SMSFs) ExplainedPersonal Investment StoriesGrowth and Popularity of SMSFsSetting Up an SMSFImportance of Financial AdviceBorrowing and Bare Trusts in SMSFsRefinancing and Loan ConsiderationsInvestment Strategies and Long-Term PlanningCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.

Natalia Clack is the founder of Easy Super, she's spent 20+yrs in the finance & accounting industry and is an expert in SMSF administration. You can get in touch with her here: SMSF Specialists : 18+ years of expert SMSF advice : 1800 327 978 (smsfconsulting.com.au) The content discussed in this episode is general in nature, and doesn't take into consideration the individual circumstances of the listener. Any listeners should consider their personal situation and seek professional advice and assistance if needed.

In this episode of Talk Property To Me, I had the pleasure of speaking with Cameron from Waterford Financial Planners about self-managed super funds (SMSFs). We delved into the intricacies of setting up and managing an SMSF, exploring the differences between SMSFs and industry funds, the advantages of leveraging assets within an SMSF, and the various investment options available. Cameron highlighted the importance of seeking independent advice and avoiding one-stop-shop solutions that may lead to potential conflicts of interest. We discussed real-life examples of successful SMSFs as well as cautionary tales of SMSFs gone wrong, emphasising the need for careful planning and due diligence. Throughout the episode, we covered key topics such as the setup process, compliance requirements, tax implications, and considerations for retirement planning within an SMSF. Cameron provided valuable insights into the complexities of SMSF lending, the importance of proper structuring, and the potential pitfalls to avoid. We concluded by stressing the significance of conservative investment strategies, the minimum fund size for SMSF lending, and the importance of seeking professional advice when navigating the world of self-managed super funds. Listeners were encouraged to reach out to Cameron at Waterford Financial Services for personalised advice and assistance with their SMSF queries. Whether seeking clarification on SMSF setup or evaluating the effectiveness of an existing SMSF structure, Cameron and his team are ready to provide expert guidance and support. Tune in to this episode for a comprehensive overview of self-managed super funds, packed with practical insights and expert advice to help you make informed decisions about your retirement savings. 00:00:01 - Introduction to Self-Managed Super Funds 00:05:17 - Steps to Set Up a Self-Managed Super Fund 00:10:02 - Limited Recourse Borrowing Arrangement 00:11:05 - Compliance and Audits for Self-Managed Super Funds 00:12:39 - Taxation in Self-Managed Super Funds 00:13:53 - Retirement Options and Pension Phase 00:15:49 - Real-Life Examples of Successful Self-Managed Super Funds 00:18:20 - Importance of Independent Advice in Self-Managed Super Funds 00:21:46 - Considerations for Separation or Death in Self-Managed Super Funds 00:22:30 - Minimum Fund Size for Self-Managed Super Fund Lending ABOUT THE HOST BRAD EAST Brad East is the Managing Director of Wisebuy Home Loans. Brad is an award-winning mortgage broker and has helped thousands of clients gain finance to purchase properties. Wisebuy Home Loans is the go-to mortgage brokerage for clients wanting out-of-the-box applications approved. Website → https://wisebuygroup.com.au  LinkedIn → https://www.linkedin.com/in/newcastlemortgagebroker/  Instagram → https://www.instagram.com/bradeast_mortgagebroker/  Facebook → https://www.facebook.com/bradeastofficial 

Episode 14 of SMSF Experts explores ethics within the SMSF industry. We dissect the implications of moral awareness that can lead to self-interest and provide practical strategies for ethical decision-making faced by SMSF professionals. Join us as Nidal Danoun, Principal Director of Prosperity Financial Services, offers his expert insights into ethical thinking.

Introducing a very special End of Quarter Roundtable episode from The APS Summit that was held on Saturday 13th April 2024. Sammy Gordon is joined on stage by Jimmy Ibrahim, Morgan Holmes, Luke Teeuwsen, Jason Titus and Nick Willcox. Our brains trust is in front of a live audience to discuss the biggest updates from Q1 2024, and their forecasts for the rest of the year moving forward. The APS All-Stars chat through Q1 in review, including Self-Managed Super Funds, commercial deals, stock levels and market trends for the past 3 months. This is a must-listen episode for anyone wanting an up-to-date pulse check on the property market. Don't forget there's a special discount for Sammy Gordon's School of Property for our Scouting Australia Podcast listeners, use the code SAP for the 10%  discount. Learn from the best in the business and make 2024 your best year in property investing yet! To find out more and make the most of our special foundational discount, head to www.schoolofproperty.com.au. If you loved this episode please send it on to someone who would take some value, and please give us a 5 star review if you haven't yet and are loving the poddy! If you're taking tremendous value from these episodes why not share them with your mate? If you want your question answered on our podcast DM us on our socials or email us at apsteam@australianpropertyscout.com.au Send us your questions to: Instagram: @australianpropertyscout Want to book a call with us: Website: https://australianpropertyscout.com.au Any information, comments, opinions or content that we provide in this podcast is our general observations and information only and it is not to be taken as, or in any way, considered to be financial advice, accounting advice, superannuation advice or legal advice. We strongly recommend all and any listener and participant to obtain their own independent financial advice, accounting advice, superannuation advice and legal advice before acting in any way in relation to any investment at all including any investment in property such as what we might be discussing in this podcast. No warranty, guarantee or representation is to be taken and you cannot reproduce it in any way. Every persons financial or investment situation is different and you must consider your own circumstances before undertaking any investment and be sure to obtain independent advice. Australian Property Scout Pty Ltd | License Number: 10094798 | ABN: 64 638 266 369   Chapters: (00:00) Welcome (04:28) Jase's history with APS (09:40) Nick Willcox's Q1 updates (12:31) Self-managed super funds movement (18:12) Ongoing Strategy (21:45) Sam's portfolio stuck point (28:50) Morgan's Q1 points - hot markets

Are you ready to take control of your financial future and unlock the full potential of your superannuation?  In this episode, "Supercharging Your Superannuation in 2024," our financial maestro Nadine from Golden Key Finance and superannuation guru Aidan discussed how to leverage your superannuation for maximum growth and security. Dive into the world of Self-Managed Super Funds (SMSFs) and discover how they can provide you with the flexibility to tailor your investment strategy to include property and achieve tax-efficient retirement income. With legislation constantly evolving, our experts break down the complexities of superannuation, making it accessible and actionable for you. Whether you're a novice investor or a seasoned player in the financial field, this episode is filled with practical advice to enhance your super and navigate the investment landscape with confidence. But that's not all. We delve into the strategic benefits of diversifying your investment portfolio, not just within your super but beyond, and how early and additional contributions can compound over time to secure your financial freedom. This episode demystifies the often-intimidating world of finance, transforming fear into empowerment. Don't miss this opportunity to get insider tips and strategies from the pros. "Supercharging Your Superannuation in 2024" is more than just a listen; it's a step towards securing your financial future. Subscribe now and join our community of savvy investors and financial game-changers. Your journey to financial brilliance starts here.    

Episode 11 of the SMSF Experts discusses the limited circumstances under which an SMSF is permitted to borrow. The episode explores the complexities in determining what constitutes a borrowing, particularly in the absence of a definition in the SIS legislation. Aaron Dunn, the CEO and co-founder of Smarter SMSF, joins the program to provide insights into the technical and practical aspects of borrowing in the SMSF sector.

What happens to your hard-earned super when you die or become incapacitated? For those with self-managed super funds (SMSFs), proper planning is essential to ensure your fund continues smoothly.

If you're thinking about opening a self-managed super fund (SMSF), check out this episode to learn some common SMSF misconceptions and how the product compares against regular super funds. During the episode our host, Anne Fuchs and Australian Retirement Trust National Education Manager, Joshua van Gestel discuss: ·      some of the differences between a SMSF and a regular super fund ·      potential costs and work involved with a SMSF ·      considerations of a SMSF ·      benefits of a regular super fund IF YOU LIKED THIS EPISODE, YOU MAY LIKE: How to choose your super investments Can I use my super to buy a house?   RECOMMENDATIONS: Self-managed super funds What is a self-managed super fund? Winding up an SMSF   FOLLOW SUPER INSIDER on Apple Podcasts and Spotify GET IN TOUCH: We'd love your feedback for Super Insider including topics or questions you'd like us to cover in future episodes. Please email us at podcast@art.com.au                                                    CREDITS: Host:   Anne Fuchs, Australian Retirement Trust Executive General Manager of Advice, Guidance and Education. Guest: Joshua van Gestel, Australian Retirement Trust National Education Manager   This information and all products are issued by Australian Retirement Trust Pty Ltd ABN 88 010 720 840 AFSL No. 228975, the trustee of the Fund, Australian Retirement Trust ABN 60 905 115 063. Any reference to "QSuper" is a reference to the Government Division of the Fund. This is general information only and does not take into account the investment objectives, financial situation or needs of any particular individual. You should consider if the information is appropriate to your own circumstances before acting on it. You should also consider the relevant Product Disclosure Statement (PDS) before deciding to acquire or continue to hold any financial product and also the relevant Target Market Determination (TMD). For a copy of the PDS or TMD, please phone 13 11 84 or go to the Australian Retirement Trust website at art.com.au/pds or for QSuper products visit qsuper.qld.gov.au/pds or call us on 1300 360 750 for a copy.

It's finally here… the HUGE announcement you've all been waiting for. Introducing… Sammy Gordon's School of Property. Sammy Gordon's School of Property helps new to the game or seasoned property investors create a strategic, bullet-proof and refined portfolio blueprint to succeed with current and cutting edge approaches working in the industry today. Sam joins Jimmy in the studio to break down exactly what is included, the curriculum outline and everything in between. It is the ultimate education destination to master property investment, with a curriculum meticulously designed and crafted with both beginners and experts in mind. Whether you are a complete novice, or you're ready to take things to the next level in your portfolio, this is the program for you! There's a super special discount for our Scouting Australia Podcast listeners, use the code SAP for 20% off until the 24th of December, 2023. The perfect way to finish your year strong! To find out more and make the most of our special foundational discount, head to www.schoolofproperty.com.au. If you loved this episode please send it on to someone who would take some value, and please give us a 5 star review if you haven't yet and are loving the poddy! If you're taking tremendous value from these episodes why not share them with your mate? If you want your question answered on our podcast DM us on our socials or email us at apsteam@australianpropertyscout.com.au Send us your questions to: Instagram: @australianpropertyscout Want to book a call with us: Website: https://australianpropertyscout.com.au Any information, comments, opinions or content that we provide in this podcast is our general observations and information only and it is not to be taken as, or in any way, considered to be financial advice, accounting advice, superannuation advice or legal advice. We strongly recommend all and any listener and participant to obtain their own independent financial advice, accounting advice, superannuation advice and legal advice before acting in any way in relation to any investment at all including any investment in property such as what we might be discussing in this podcast. No warranty, guarantee or representation is to be taken and you cannot reproduce it in any way. Every persons financial or investment situation is different and you must consider your own circumstances before undertaking any investment and be sure to obtain independent advice. Australian Property Scout Pty Ltd | License Number: 10094798 | ABN: 64 638 266 369 Chapters: (00:00) Welcome (01:54) The Big Reveal (05:15) Theory vs Experience (09:54) Key question: What did you do before you started the business? (13:30) Grow Your Knowledge Base (14:30) Strategy Session on Steroids (17:01) Think Bigger (23:11) Course Outline (27:18) The Trident Formula (30:58) Finance Masterclass (34:09) Structuring and Advanced Accounting (36:31) Self Managed Super Funds (42:29) Advanced Investor Strategies (51:28) Real Deals – Sam's Personal Portfolio (54:22) Market Research (55:48) ‘How To' Module (01:00:01) Bonus Content (01:03:59) Scouting Australia Listener Bonus (01:10:28) Final Words on a Silver Platter

GUEST 1 OVERVIEW: Dr Daniel Mansfield is an award-winning educator with an interest in Babylonian mathematics. He enjoys teaching and solving ancient mathematical mysteries. His awards include:  - 2021 Science Staff Excellence Awards - Highly Commendable Recognition in the category of Communication Impact - 2018 Australian Mathematical Society Teaching Award (Early Career) - 2017 KPMG Most Inspiring Lecturer in First Year GUEST 2 OVERVIEW: Steve Blizard is an Authorised Investment Adviser with Roxburgh Securities & a Life Broker with Investwest Life Brokerage / MyWealth Concierge. Roxburgh Securities manages over $200 Million in Superannuation Funds, specialising in family Self-Managed Super Funds. Steve's experience ranges from administration of Superannuation to advice regarding insurance, retirement, aged care costs, remuneration and investment planning. For many years Steve has been involved with drug rehabilitation counselling at Shalom House (Perth/Kalgoorlie/Melbourne), mentoring men of all ages.

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 13 October 2023.  The show today looks at Self Managed Super Funds – they’re increasingly popular but many people don’t know how they work or what the pros and cons are. Of course, self managed superannuation funds aren’t right … Luke on 2CC – A deep dive into Self Managed Super Funds Read More »

Philippa Watson is CEO of ubank, an award-winning digital bank owned by National Australia Bank. Prior to ubank, Philippa held a range of senior executive roles spanning digital banking, technology, operations, customer service, sales, finance, risk management, compliance, and strategy. These roles have involved accountability for functions in Australia, USA, UK, China and South Africa.Philippa is passionate about the role organisations can and should play in community wellbeing. She believes that banks should offer customers accessible, uncomplicated, and high-tech banking services to help them be more successful with money.Philippa is a Director of Lifeline Australia and NAB Ventures, the corporate venture capital arm of the bank, and a member of Chief Executive Women. In this episode we discuss:•Background to Philippa's career in banking•A brief history of ubank (started in 2008): savings accounts, home loans•Describing the past two years; the purchase and integration of 86400•Since the acquisition of 86400 in May 2021, what ubank has worked to do – work has been substantial. Summary: Retire the 86400 banking license and brand, and launch a new ubank brand; (existing 86400 customers were met with a new name (ubank), a refreshed and rebranded website, a new app to download in the app store, a new ubank card in their digital wallet and a new Online Banking Experience. Original ubank customers experienced a more gradual introduction to the new brand experience and have been upgraded to the new technology and refreshed brand). Matured the 86400 platform to support larger customer numbers. Built the technology, processes, capacity and skills to support the customer upgrade. Progressed the banking proposition to support future growth and improved service. Migrated all the original legacy ubank customers with Term Deposits and Self-Managed Super Funds to NAB.•Why did NAB/ubank buy 86400? •What was the decision behind keeping the ubank name but using the 86400 tech stack?•What does the tech stack provide? •Migrating customers to NAB and to the new ubank platform•Decommissioning legacy technology assets•Data and AI - how important are these things to ubank's strategy? How do you leverage data from a customer and tailor products and services to help them? •Designing and delivering an acquisition engine that will attract and onboard active customers at scale through a combination of modern marketing techniques (for the digital generation of customers) and product features that have the potential for virality; and most importantly•Using data and technology to engage customers and help them succeed with money. •Opportunity and challenges for ubank? •Defining the culture at ubank•What is ahead for ubank?•Opportunities for future products?

Dive into a financial game-changer! Join us in this episode of She Renovates as we unravel the secret power of self-managed super funds (SMSFs) with Lina De Marco. SMSFs, the ultimate wealth-building tool, offer complete control over your retirement investments. Picture this: tax rates as low as 15%, zero capital gains tax on property sales, and the ability to invest in diverse assets like property, bonds, and precious metals. The possibilities are endless! Discover how SMSFs can supercharge your financial future. Ready to seize control and amplify your wealth? Tune in now! “A self managed super fund is essentially a superannuation fund which is established and managed by the members themselves. So with a self managed superfund you can invest in property, you can invest in bonds, you can invest in precious metals, you can buy gold bullion, you can have term deposits, you can have managed funds, you can get a share trading platform via Comsec or any of the banks. The opportunities increase. The other reason is that a superfund can actually borrow money. So you are actually increasing the power of your super in terms of investing by being able to use the power of borrowing and leveraging." -Lina de Marco EPISODE HIGHLIGHTS: 00:00 Introduction 03:31 What is a Self-Managed Super Fund (SMSF)? 06:15 Investment Flexibility 06:37 Trading in Super Funds 07:07 Property Development in SMSF 09:07 Government Changing Rules 11:39 Investment Advice 12:50 Finding Unbiased Financial Planners 14:52 Passive Investments vs. Active Management 15:36 Renovation Restrictions in Super 18:01 Common Pitfalls and Mistakes 20:01 Advantages for Couples with SMSFs 21:07 Buying Business Premises with SMSF 21:42 Costs and Benefits of Self-Managed Super Funds 23:05 Labeling Renovations in SMSF 24:36 Age Barrier for SMSFs 26:22 Tips for Rolling Over Super Funds 28:59 Setting Up and Running a Self-Managed Super Fund 30:04 Investing in Property through SMSFs 31:15 Contact Information for Lina de Marco Resources Ademus Business Solutions https://ademus.com.au/ The School Of Renovating https://www.theschoolofrenovating.com She Renovates Podcast https://www.theschoolofrenovating.com/podcasts-page/ Connect with The School of Renovating ASK BERNADETTE https://www.theschoolofrenovating.com/podcasts-page Subscribe to She Renovates Apple Podcast https://apple.co/3faoWlT Subscribe to Youtube: https://www.youtube.com/c/TheSchoolOfRenovating Follow on Twitter https://twitter.com/renovatingsc Follow on Instagram https://www.instagram.com/the_school_of_renovating

Don't let the erosion of your finances catch you off guard. Learn the strategies to protect and grow your money, so it doesn't lose its value. Discover the real cost of keeping your money in the bank and unlock the potential of commercial property investments.  Join Mish Daniel as she teams up with James Wrigley from First Financial as they delve into game-changing strategies to safeguard and increase your wealth. Whether you're nearing retirement or a young individual with growing financial responsibilities, this episode is for you! Find out about the power of compound returns, diversification, and the three primary investment choices that can shape your financial future. Plus, get easy tips to maximise your investment strategy.

Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing. Armed with a Bachelor of Commerce from UWA, Ben Wauchope undertook further studies and successfully completed an Advanced Diploma in Financial Planning, Self-Managed Super Funds and Margin Lending. He joins us to answer some questions from the community, and then goes through some practical ways to establish good financial wellbeing - know your why, establish a financial mindset, know your numbers and pay attention to your finances. He talks through each of those steps and how he approaches it. Want more Equity Mates and to sign up to our newsletters? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

In today's q&a Glen and John talk about:

The Commercial Property Investing Explained Series is back with Steve and Andrew at the helm. In Episode 14, they're joined by the renowned Australian property accountant, Jeremy Iannuzzelli. Jeremy doesn't hold back, sharing both the pitfalls of bad investments and the winning strategies his clients have used to succeed in SMSFs. From cautionary tales to winning investments, you'll get a full spectrum view of what it's really like to manage an SMSF. But that's not all! They will also guide you step-by-step on setting up your SMSF. Topics covered:Investing in CryptocurrencyInvesting in SMSFDepreciation Benefits in SMSFOptions for Moving Capital into SuperWhat is SIS Act?Budgeting for RetirementWhen to Start an SMSFAll this and much much more!So if you're interested in commercial property investing or want to stay informed about the current market conditions, tune in to this informative episode of Commercial Property Investing Explained Series.Don't forget to grab your FREE copy of Steve's NEW Book Residential Property Explained Simply book in a bundle - Use discount code PODCAST  CLICK HERESteve Palise - Palise PropertyPh: 1300 256 704Email: info@paliseproperty.comFacebook: https://www.facebook.com/palisepropertyLinkedIn: https://au.linkedin.com/in/steve-paliseWebsite: https://www.paliseproperty.com/Get your FREE copy of Commercial Property Investing Explained Simply - Use discount code PODCAST CLICK HEREGet your FREE Commercial Property Paydown Calculator CLICK HERE Follow Palise Property on FACEBOOK for Free Tips Tricks & Insights CLICK HERE

In this episode of the special end of year tax series, Mike is joined by Munzurul Khan, experienced property investor and Chairman of Chartered Accounting firm KHI Partners, to provide some insight into the complex world of Self-Managed Super Funds (SMSF) as an investment vehicle for buying property.

Ever wondered how to build a 'dream team' of advisors to propel you towards your financial goals?Welcome to the Australian Property Investment Podcast. In each episode, we ask a guest expert to share their key insights for aspiring investors to make confident property choices.In this week's episode, One Contract Property's Managing Director, Raymond Hempstead as he discusses the potential risks and rewards of picking your dream team of advisors and how they can either make or break your pathway to reaching your goals.He'll also delve into the importance of goal-setting in your financial journey and the intricacies of choosing the perfect dream team for your financial journey.If you're ready to get enlightened and stay one step ahead in the self-managed super funds' space, then make sure to tune in to this episode!Time Stamps:00:00 - Intro01:09 - Raymond's 3Ps03:56 - Misconceptions with Buying and Lending06:40 - Picking the Dream Team07:21 - Property Investment Goals10:38 - No's becoming Yesses12:22 - Impact of Legislation Changes14:43 - From No to Yes Client Story18:19 - Best Purchases20:07 - A Cashflow Play for Your Financial Goals23:56 - Raymond's Advice25:24 - OutroAbout Our Host:Aaron-Christie David is the founder of Atelier Wealth and a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron's focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years. With over 10 years in financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.Connect with Aaron:Visit the website: https://atelierwealth.com.au/   Follow the Australian Investment Property Podcast's Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/  Follow Aaron on Facebook: https://www.facebook.com/aaronchristiedavid    Follow Aaron on LinkedIn: https://www.linkedin.com/in/aaron-christie-david-a7482a21/   Subscribe to Atelier Wealth's YouTube Channel: https://www.youtube.com/channel/UCKdm2ssEHel1kyQLAHGvNPQ Connect with Raymond:Visit One Contract Property's Website: https://www.onecontractproperty.com.au/ Follow Raymond on LinkedIn: https://www.linkedin.com/in/raymond-hempstead-4467228/ 

Pension practicalities are an SMSF minefield. Whilst there are specific rules that apply to pensions, SIS remains silent on some areas meaning it can be open to interpretation. In today's episode, Meg Heffron, Managing Director of Heffron SMSF Solutions, joins Shelley to make sense of it all.

Self Managed Super Funds are often associated with the very wealthy who have millions to spend, but new figures show the median amount for new SMSFs is $260,000.  In this week's episode, we cover the advantages of an SMSF,  why the sector isn't growing very fast, explore SMSFs to include the whole family and the latest planned changes in super. Meg Heffron of Heffron SMSF Solutions is Wealth Editor James Kirby's guest on this week's showSee omnystudio.com/listener for privacy information.

Are you a property investor looking to make the most of your self-managed super fund? Do you have a strategy to ensure maximum growth from your SMSF?  Ensure your future is secure - Align yourself with Self-Managed Super Funds and discover the kind of peace of mind that comes from taking personal control over life's most important investments. In today's show, John reveals little-known rules and regulations that can help you maximize the benefits of investing in property through your SMSF. Whether you're a seasoned investor or just starting out, this essential guide will provide you with valuable insights to make informed decisions. Learn the strategies and tactics to leverage your SMSF funds and make your property investment dreams a reality. Plus, discover how you can access funds in the future to buy more property and grow your portfolio. Investing in property through your SMSF can be a smart move, but it's crucial to have the right guidance and knowledge. Don't miss out on this valuable information that can potentially boost your SMSF investment returns. Tune in to our podcast now and get all the essential information you need to make the most of your SMSF investment.    Episode Highlights: Welcome to Investor Kit Podcast  [0:00] How John's SMF Knowledge Benefits Customers  [0:10] Beyond the Basics: Little-Known Rules of SMFs Revealed!  [2:40] Unexpected Scenarios and Surprising Solutions in Self-Managed Super Funds [6:29] Avoiding Common Mistakes: Top Pitfalls in Managing SMFs [8:58] Understanding the Difference Between Maintenance and Improvement in SMFs [13:02] Secrets to Success: What High-Performing SMSFs Have in Common [16:11] Family Matters: Involving Children in Self-Managed Super Funds [19:09] Leveraging SMFs for Lower Insurance Premiums [24:58] The Complexity of Setting Up an SMF [27:26] Why You Need to Speak with a Pro for Your SMSF [29:49]   About Our Guests:  John Collignon is a financial wizard who knows the secrets to success. With bachelor's degrees in commerce and law, plus valuable accreditation as a Level 1 & 2 Derivatives & Margin Lending Adviser, his expertise helps Australians take control of their superannuation with C2 Financial Group - founded by him back in 2009! Since then he has been advancing SMSF administration across Australia while also spearheading products such as structured investments for both domestic use and international markets. Over 1500 trustees have benefited from his guidance so far – unlock your potential today!   Connect with InvestorKit: Website: https://www.investorkit.com.au/  Send your questions to: arjun@investorkit.com.au  Follow us on Facebook: https://www.facebook.com/InvestorKit/  Follow us on Instagram: https://www.instagram.com/investorkit.com.au/  Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615  Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/    Connect with John: Website: https://c2financialgroup.com.au/  Linkedin: https://au.linkedin.com/in/john-collignon-51a51b58See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Have you ever wondered what it would be like to manage your own financial future? Take a deeper look into the world of Self-Managed Super Funds and see if they're right for you! Get ready to dive deep into the world of SMSFs with our guest speakers, Joe and Luke from Obsidian Advisory. They'll tackle everything you need to know about SMSFs, from the basics of what they are and how to create one, to traps and pitfalls, different tax timing choices, and even how property investing comes into play. Joe and Luke will also share their valuable advice, personal anecdotes, and expert insights so you'll be able to make better decisions for your own financial property investments.  Making wise decisions can result in lucrative rewards - Whether you're a first-time investor or just interested in learning more about SMSFs, this episode has got you covered. Take control of your finances today with this exciting way of rising above ordinary investments! Don't forget to like, share, rate, and subscribe for more insider tips and expert insights. See you in the next episode!   Episode Highlights: Welcome to InvestorKit Podcast [00:00] Don't Fall Into These Property Investing Traps! [1:11]  What is a Self-Managed Super Fund? [3:24]  South Korea Vacation: A Strange North Korean Story with a Valuable Lesson [6:14]  The Bare Trust: What It Is And How It Works [8:03]  SMSF Minimum Balance: How Much Do You Need to Start? [12:14]  What to Look Out For and How An Advisory Firm Can Help?  [13:45] Why is property investing such a popular option in SMSFs? [16:56] Understanding the Tax Implications of SMSF Property Investing [20:17]  Setting Up an SMSF: A Step-by-Step Guide to Compliance and Terms [22:56] About Our Guests: Joe Hart is a Chartered Accountant with over 13 years of experience in public practice. He holds a master's in taxation from UNSW. His skills have been learned over this time from multiple roles including time qualifying through Ernst & Young where he worked as a manager for a number of years. At EY Joe was a key member of their team helping fortune 500 companies as well as ASX-listed companies. Luke Moylan is a Chartered Accountant with experience in public practice and commercial accounting roles. He has 10 years of full-time work experience in different accounting and finance roles from very small businesses to the big 4 banks and everything in between. He has worked with a start-up that went from a valuation of $0 – $300 million in 5 years. In business, he believes there is no such thing as a mistake, just a new problem to solve each day. Connect with InvestorKit: Website: https://www.investorkit.com.au/ Send your questions to: arjun@investorkit.com.au  Follow us on Facebook: https://www.facebook.com/InvestorKit/ Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615 Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/ Connect with Joe and Luke: Website: https://obsidianadvisory.com.au/See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Untangling your finances. Your property settlement explained. If you are looking to get separated or divorced but you have to untangle your finances and you are thinking “yikes.  that is a big knot to untangle”, then this is the episode for you. We will talk you through the overview of what happens and how to get your finances, mortgage, house, car, cash, furniture and super untangled. A perfect episode for you to know where you're headed, how it works and how to make it happen. Also discover how to approach this phase based on the different divorce personality types you might be experiencing. This is based on Australian Law and is a general guide only.   Please note this is general advice only. Please always seek independent legal advice as everyone's situation is different.  Click here to learn more about your DIY DIVORCE BLUEPRINT Click here for our free before you leave checklist  Click here for our free mediation checklist Sign up here for our next free online webinar   Podcast Episodes that are related to this topic Divorce Limbo Episode Financial Contributions Episode Selling the house in divorce Episode   You Don't Want to Miss Out On Why do you need to sort your property according to the family law act? What happens if you stay in divorce limbo? What are the consequences of never sorting out your property?  What happens in property settlement to the house? How to work out who gets to keep the house How to work out if you can afford to keep the house What if you can't afford the mortgage? What does the court do if one wants to sell the house and the other wants to keep it? What happens to the money from the sale of the house? How do they work out what part of the assets you get to keep? How to figure out a payout amount for the house. How to figure out who gets the cash? What happens to the cars? How do you decide who gets which?  How do you get the car in your name? Do you have to sell the car? How to get a car valued. How to transfer the car into your name after a property settlement agreement has been filed. How to avoid stamp duty for transferring the car name during property settlement.  Who gets the furniture in property settlement? How does the court sort out furniture fights? How is superannuation sorted out in divorce? What superannuation cannot be split up? Would a court agree to giving one person all the cash and one person all the super? Self Managed Super Funds, what happens with these? What happens with Trusts in divorce and property settlement? Business valuations during divorce What happens if you are registered as part of a business that is involved in your property settlement. Tax implications for divorce property settlement. The process a lawyer takes when deciding what property goes to who after deciding on the percentage.  Manipulative and controlling ex partners and untangling your finances Amicable break up and property settlement tips. Avoidant divorce and property settlement. What to do if someone is dragging out the property settlement.    If you need emergency help you can also contact: WOMEN'S SHELTER SERVICE  LEGAL AID Lifeline 13 11 14 Mensline Australia 1300 789 978 Kids Help Line 1800 551 800 Aboriginal Family Domestic Violence Hotline 1800 019 123 Relationships Australia  Police on 000 DVConnect Womensline on 1800 811 811 (24 hours, 7 days a week) Note: This number is not recorded on your phone bill DV Connect Mensline on 1800 600 636 National DV line on 1800 737 732.1800RESPECT 1800 737 732 Make sure you hit SUBSCRIBE so you don't miss out on the next practical steps and guide to your divorce or de facto separation coming soon. And, if you've found this episode helpful, please leave a rating and a review so it can help others. Thank you.  Please note this is general advice only. Please always seek independent legal advice as everyone's situation is different.   

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty-six, which is with the hugely talented Sydney, Australia based Jessica Amir, a Market Analyst with the Multi-asset investment specialist Saxo Markets, a subsidiary of Saxo Bank. After her academic studies, Jessica interests in the investments were inspired by her Dad and she started working firstly with him then her Uncle who was an Independent Financial Advisor. During that time she qualified as financial planner. This led to Jessica joining and gain roles and extensive experience at firms including AMP (with many Ultra High Net Worth Individuals), Commonwealth Bank, and Suncorp. Where she learnt many skills and “cut her teeth” in investing. Jessica then began educating individuals about investing and about property initially via her own blogs and then via her own radio show whilst still working as financial planner. The success of this led to her getting a big break in media. Jessica went on to have an extensive broadcast career with experience with Sky News, ABC, Seven Network and Nine Network, where she interviewed Prime Ministers including Tony Abbott, Julia Gillard and Kevin Rudd as well as Federal Treasurers and numerous ASX 200 CEOs. In 2019 Jessica joined Bell Direct as a Market Analyst with the responsibility for providing in-depth market and stock selection analysis to identify trading and investment opportunities for Bell Direct clients. Jessica's time at Bell Direct encompassed the Covid lockdown for many in Australia and globally. During which noticed a very different investor behaviours including the rush towards trading meme stocks. In late 2021 Jessica joined Saxo Markets which is a subsidiary of Copenhagen-based Saxo Bank as a Market Analyst which she really enjoys as no two days are the same as part of a multi-skilled team. In this Investing Matters interview, Jessica provides an overview of Saxo markets, its services and functions, her multi-faceted ever evolving Market Analyst role, commodities and their correlation with the US. Dollar, Forex, Electric vehicles, Tesla, Aluminium, Copper, Iron Ore, Lithium, Commodity Supercycle, running client scenarios, green transformation, ESG, Rio Tinto, Coal, Gold, ETFs, Inverse relationships between Bond yields + $USD + Gold, Self-Managed Super Funds, Women in ETFs, observational investing, importance of cashflow growth, Whitehaven Coal, Fortescue Metals. The importance of mental clarity enhanced by a fitness regime. Jessica' personal investing strategies, style and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Most rural producers have legal and tax structures in place like partnerships, companies and trusts. They are usually put in place for either tax planning or asset protection purposes but are often ignored or misunderstood as “My accountant deals with that stuff!”Few understand their structures or realise what can go wrong if they or their accountant are not all over the legal and tax requirements, which is the subject of our discussion today. Our guest today is Kylie Wilson, a lawyer who has specialised in advising families in the rural space for well over 20 years. She is a partner at Holding Redlich which has offices in Melbourne, Canberra, Sydney, Brisbane and Cairns. Kylie is a sought-after keynote speaker and is technically exceptional in the areas of Estates, Tax, Succession and Self-Managed Super Funds. She is also one of those professionals who really cares about her clients.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The Financial Bloke each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

Self-managed super funds – we've got a slightly different topic to marketing for you today! In this episode, one of our business members, powerhouse woman Natalia Clack, founder of Easy Super walks us through all the ins and outs of having a self-managed super fund. Natalia addresses questions such as: What are the advantages of Read more The post S12 EPISODE 23: All about self-managed super funds (not as boring as it may sound!) first appeared on Basic Bananas.

We're back with Dan Osborne and Tim Garth, co-directors at CATS Accountants and co-hosts of the Two Drunk Accountants podcast. Their knowledge of property tax, Self Managed Super Funds, and commercial investing takes centre stage here as they discuss these topics along with their personal property journeys. While Osborne's property journey sprouts, Garth's is well underway. In this episode he delves into the importance of making informed decisions and sticking with them, even if they don't turn out the way you hoped. We'll also hear about diversification, the wage growth debate, and some uni friends who doubled their money with one sale— but was it enough? See acast.com/privacy for privacy and opt-out information.

We're back with Dan Osborne and Tim Garth, co-directors at CATS Accountants and co-hosts of the Two Drunk Accountants podcast. Their knowledge of property tax, Self Managed Super Funds, and commercial investing takes centre stage here as they discuss these topics along with their personal property journeys. While Osborne's property journey sprouts, Garth's is well underway. In this episode he delves into the importance of making informed decisions and sticking with them, even if they don't turn out the way you hoped. We'll also hear about diversification, the wage growth debate, and some uni friends who doubled their money with one sale— but was it enough? See acast.com/privacy for privacy and opt-out information.

Welcome to our thirty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we talk about Self Managed Super Funds (SMSF's) and how they work with Australian expats. Some of the topics that we run through are: • How do I know if i have a SMSF? • If I have a SMSF what do I need to be aware of? • Can I wind up my SMSF if I am a Australian expat living overseas? • What if I don't ensure my SMSF is compliant? If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community. Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations and structuring in light of the investment rules, succession of SMSFs and liaising with the ATO in dealing with fund breaches, enforceable undertakings and ATO audits. Jemma’s experience includes developing business and estate succession plans, establishing appropriate structures to protect personal and family wealth from being exposed to any unforeseen business or personal events, and project managing family settlements. Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute of Australia, Institute of Chartered Accountants Australia and New Zealand, CPA and the SMSF Association across Australia. Jemma is the author of the Taxation Institute’s popular publication the SMSF Guide, now in its ninth edition, and is the author and convener of the Taxation Institute’s Graduate Diploma in Applied Tax Law Advanced Superannuation unit. Connect with Jemma here: https://cooperpartners.com.au/our-people/jemma-sanderson/ https://twitter.com/JemmaSanderson https://www.linkedin.com/in/jemma-sanderson-47517b22/ Super SMSF Resources: https://www.ato.gov.au/super/self-managed-super-funds/ https://moneysmart.gov.au/how-super-works/self-managed-super-funds-smsf https://www.ato.gov.au/super/self-managed-super-funds/in-detail/smsf-resources/smsf-technical/limited-recourse-borrowing-arrangements---questions-and-answers/ Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff! Check out more about us here: www.moneymechanics.com.au www.scottmalcolm.com.au Check out our Financial Service Guide and Privacy Policy here. Follow and like us on socials: Instagram: @moneymechanics Twitter: @moneymechanics Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. Ideally we suggest you speak with a licensed financial planner and seek out personal advice!See omnystudio.com/listener for privacy information.

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations and structuring in light of the investment rules, succession of SMSFs and liaising with the ATO in dealing with fund breaches, enforceable undertakings and ATO audits. Jemma’s experience includes developing business and estate succession plans, establishing appropriate structures to protect personal and family wealth from being exposed to any unforeseen business or personal events, and project managing family settlements. Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute of Australia, Institute of Chartered Accountants Australia and New Zealand, CPA and the SMSF Association across Australia. Jemma is the author of the Taxation Institute’s popular publication the SMSF Guide, now in its ninth edition, and is the author and convener of the Taxation Institute’s Graduate Diploma in Applied Tax Law Advanced Superannuation unit. Connect with Jemma here: https://cooperpartners.com.au/our-people/jemma-sanderson/ https://twitter.com/JemmaSanderson https://www.linkedin.com/in/jemma-sanderson-47517b22/ Super SMSF Resources: https://www.ato.gov.au/super/self-managed-super-funds/ https://moneysmart.gov.au/how-super-works/self-managed-super-funds-smsf Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff! Check out more about us here: www.moneymechanics.com.au www.scottmalcolm.com.au Check out our Financial Service Guide and Privacy Policy here. Follow and like us on socials: Instagram: @moneymechanics Twitter: @moneymechanics Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. Ideally we suggest you speak with a licensed financial planner and seek out personal advice!See omnystudio.com/listener for privacy information.

https://propertyplanning.com.au/propertyplannerbuyerprofessor/In this week's episode #69 of the Property Planner, Buyer and Professor Podcast, the team discuss “Self-managed super funds (SMSF) in Australia – Pros and Cons", as Dave, Cate and Pete take you through:1. What is an SMSF?The trio take you through a crash course in SMSF basics and who you can turn to for advice.2. How does property fit in the picture?Your SMSF can invest in a number of asset classes, including residential or commercial property, provided that the asset meets your documented ‘investment strategy'. Business owners and those short on cash flow, may find it particularly appealing as a way to invest in property. The trio explain why.3. What attracts people to invest via an SMSF?Managing your own super gives you a higher degree of control over your investment strategy than you would otherwise have if your super was in a managed investment fund. But don't be fooled, it takes a village to run a ‘self'-managed super fund.4. SMSF game changersThe trio explain how the SMSF landscape has changed over time, including the advent of instalment warrant arrangements, which changed the playing field completely in the SMSF space.5. How does SMSF lending stack up?The Property Planner outlines the critical differences between SMSF loans and regular residential mortgages. Do you feel comfortable risking the farm with a personal guarantee?6. SMSF property restrictions you need to be aware ofThe Property Buyer and Planner explain the key restrictions that relate to your SMSF investment strategy and how your freedom in asset selection could be impacted.7. The risks behind purchasing a property in an SMSFLike the boxing day sales, the unfortunate reality is that whenever a new market opens up, the spruikers are the first to run in and elbow their way to a sale. The SMSF market is no different and many mums and dads have fallen prey to dodgy investments and underperforming assets sold to them under the guise of an ‘investment strategy'. An SMSF may be a great strategy for you, if you're getting your advice from an independent expert who is tailoring a strategy specifically for you.8. Can you hear the alarm bells ringing?The Property Planner and Buyer share the tell-tale signs that a bad SMSF decision is about to be made.9. Setting up and running an SMSF, have you got what it takes?So, you want to manage your own super fund? The Property Planner outlines what goes into setting up and maintaining an SMSF. Do you have the time and the cash flow to take on this responsibility?10. And of course, our “gold nuggets”!Visit the show notes: https://propertyplanning.com.au/self-managed-super-funds-smsf-in-australia-pros-and-cons/

'Run a million miles' - the pitfalls of buying off-the-plan properties via one-stop-shop seminars.