Podcasts about smsf

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Best podcasts about smsf

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Latest podcast episodes about smsf

Australian Investors Podcast
The next Pro Medicus, "all in" on lithium, valuing SaaS stocks, Pendal (PDL) or Perpetual (PPT), VAS or VHY?

Australian Investors Podcast

Play Episode Listen Later Oct 12, 2022 61:43


The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP. What is “2 sense”? 2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money. You fuel our 2 sense episodes with your great questions, creative names and topics. Please send us your investing questions! Submit your question (or make a bold statement) here. Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

SMSF Adventures with SuperConcepts
Is an SMSF right for you?

SMSF Adventures with SuperConcepts

Play Episode Listen Later Oct 11, 2022 21:35


Are you considering your superannuation options? Are you looking for greater control over your retirement savings? New research shows that self-managed super funds (SMSFs) with $200,000+ are cost-effective when compared to retail and industry funds, plus you are in the driver's seat. Establishing and running an SMSF is an important financial decision so, in this episode, SMSF expert Graeme Colley explores some key elements of establishing and running an SMSF. Tune in to learn more about the basics of SMSFs such as the cost of running a fund and the responsibilities of a trustee.     LINKS Want to learn more about SMSFs? Continue your SMSF journey with our FREE insights email program. This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits. Subscribe here: https://bit.ly/3MknEE4   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Amanda Goodfellow Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth   The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

BT Academy
Tech Know - What's new in SMSF

BT Academy

Play Episode Listen Later Oct 9, 2022 28:17


This Podcast will provide you with a high level overview of recent policy and regulatory changes impacting SMSFs and what the government is currently consulting on. Disclaimer: The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

The Strategy Stacker - Luke Talks Money
Luke on 2CC – Generating income from your investment portfolio

The Strategy Stacker - Luke Talks Money

Play Episode Listen Later Oct 9, 2022


Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 7 October 2022.  Leon’s on holiday this week, but Luke is joined by a guest host. This week’s topic for discussion is: How do I generate income from my investment portfolio?  Key topics covered include: Different assets have … Luke on 2CC – Generating income from your investment portfolio Read More »

Australian Investors Podcast
Private V Public: Why private markets have outperformed by 10% p.a. ft Hamilton Lane's Brian Gildea

Australian Investors Podcast

Play Episode Listen Later Oct 5, 2022 38:56


Brian Gildea is the Head of Evergreen Portfolios at Hamilton Lane Inc (NASDAQ: HLNE) and has 20 years of private markets experience. Brian joins Owen Rask on The Australian Investors Podcast to help us understand why the private markets (e.g. private companies) are such a fruitful ground for investors. If you're a student of investing and want to broaden your horizons to what's possible outside the public stock market, this is the episode for you. Watch the video version on the Rask Australia YouTube page. Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

The Strategy Stacker - Luke Talks Money
Luke on 2CC – Are dividends directly tied to share prices?

The Strategy Stacker - Luke Talks Money

Play Episode Listen Later Oct 2, 2022


Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 30 September 2022.  They start the show by talking about the Queensland Government’s decision to drop it’s  tax grab for people who own property in Queensland but don’t live their full time. This week’s topic for discussion is: … Luke on 2CC – Are dividends directly tied to share prices? Read More »

FirstTech Podcast
Enduring powers of attorney and SMSFs

FirstTech Podcast

Play Episode Listen Later Sep 30, 2022 19:38


Craig Day, Tim Sanderson and Peter Wheatland discuss whether an enduring power of attorney can become trustee/director when a SMSF member loses capacity. Hosted on Acast. See acast.com/privacy for more information.

Australian Investors Podcast
2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF)

Australian Investors Podcast

Play Episode Listen Later Sep 30, 2022 61:27


The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, is back for "2 sense", hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. Welcome to “2 sense” In these laid-back investing discussions we'll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us: Direct stock ideas Macro forecasts Whether it's pronounced “finn ants” or “fine arts” Funds management Something business but completely unrelated Financial planning Whether curly moustaches make you a better investor Portfolio construction for retirement Drew and Owen's private company investing You name it! Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

Australian Investors Podcast
Masterclass: Global Small Caps

Australian Investors Podcast

Play Episode Listen Later Sep 28, 2022 56:17


Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle Partners. You'll discover: What you need to know about the global small-cap market The difference between small, mid and large caps globally Why global small caps are fruitful hunting grounds for investors How to perform due diligence on global small cap funds and strategies The difference between Australian small caps and global small caps How experts use small cap funds and strategies in portfolios   To help us navigate through global smalls, we'll be joined by Nick Cregan, founding partner of Fairlight Asset Management, who walks us through sector overall. Then Ausbil portfolio manager Tobias Bucks takes us through the different options in global small caps and how to identify common strategies for misplacing. Max Mulholland-Licht, an experienced investment consultant at Evergreen, explains the importance of due diligence and how to unearth insights when researching global small cap fund managers. Finally, friend of the show and experienced financial planner Drew Meredith, CFP explains how to use small cap funds in portfolios, where they sit and what questions to ask yourself. I hope you enjoy this Global Small Caps Masterclass on The Australian Investors Podcast. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

SMSF Adventures with SuperConcepts
Interest rate rises and SMSFs - the impact

SMSF Adventures with SuperConcepts

Play Episode Listen Later Sep 27, 2022 19:47


With another rate rise looming, and economists predicting an inflation surge, SMSF trustees are facing ongoing concerns. How will self-managed funds be affected? In this episode, SMSF expert Philip La Greca looks at the potential repercussions of further rate hikes, and how the fund's investment strategy and asset mix can influence the impact and overall considerations for trustees.   LINKS Free SMSF webinar: SMSF establishment and the first 6 months Establishing and running an SMSF is an important financial decision so, to ensure you're prepared, join us for this free webinar, "SMSF establishment and the first six months." In this session, presented by one of Australia's leading SMSF experts Graeme Colley, we'll explore: - Fund establishment - Naming your fund - SMSF structures – individual or corporate trustee - Appointing trustees and members - Investment strategies - Accepting contributions and paying benefits if necessary - Who's here to help Wednesday, 5th October 2022, 7:00pm – 8:00pm AEDT Register here: https://bit.ly/3QDqFjr   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Philip La Greca, Executive Manager, SMSF Technical and Strategic Solutions The information in this podcast is factual information only. It doesn't contain any financial advice or make any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

The Strategy Stacker - Luke Talks Money
Luke on 2CC – Why do you need an accountant?

The Strategy Stacker - Luke Talks Money

Play Episode Listen Later Sep 26, 2022


Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 23 September 2022.  This week’s topic for discussion is:  It’s tax time – Why do you need an accountant?  Key topics covered include: Who needs an accountant? Rules change all the time  – do you keep up-to-date with … Luke on 2CC – Why do you need an accountant? Read More »

Australian Investors Podcast
6 top funds for global equities | Nanuk, FEMX, QUAL, HACK, FANG & MOAT

Australian Investors Podcast

Play Episode Listen Later Sep 23, 2022 40:20


Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast and talking about 6 top global equities funds/ETFs. Note: we're talking about funds or ETFs that are not necessarily part of your Core portfolio. I -- Owen here -- would consider using iShares S&P 500 ETF (ASX: IVV) or Vanguard MSCI International Shares ETF (ASX: VGS) in the Core of a portfolio long before using the funds we talk about below. For more information on how I'd invest a Core portfolio, please refer to Rask Core

Rivkin Investment Podcast
Virtually Live 21st September 2022

Rivkin Investment Podcast

Play Episode Listen Later Sep 21, 2022 14:00


In this episode of Virtually Live, Shannon Rivkin covers: Treasury Wine Estates (TWE), Dominos Pizza (DMP), Seek (SEK), SMSF, Cash Dividends, Banks, and Volatility.

The SMSF Adviser Show
Navigating the murky areas of the wholesale investor regime

The SMSF Adviser Show

Play Episode Listen Later Sep 21, 2022 31:00


Tracey Scotchbrook provides valuable tips on how to approach the wholesale and sophisticated investor rules for SMSF clients. In this episode, SMSF Association policy manager Tracey Scotchbrook outlines some of the different tests that apply for classing clients as wholesale or sophisticated investors and where they might apply for SMSF clients specifically. Tracey highlights some of the grey areas in the rules resulting from a lack of guidance and why the sophisticated and wholesale investor rules need further review and reform. She also explains how both advisers and accountants can protect themselves from some of the risks in this area by ensuring clients are adequately informed and keeping good records. 

Australian Investors Podcast
Masterclass: ESG | Global X, Atchison Consultants & Wattle Partners

Australian Investors Podcast

Play Episode Listen Later Sep 21, 2022 68:42


Welcome to the second investing Masterclass on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of Commodities with some of Australia's top experts, including Kanish Chugh from Global X, Atchison Consultants' Kevin Toohey, and Wattle Partners' Jamie Nemtsas. You'll discover: What you need to know about the commodities market The difference between gold, silver and other types of precious metals Hard versus soft commodities How to perform due diligence on commodities funds and strategies Synthetic exposures and why they're not perfect How experts use commodities, such as gold, in portfolios Watch the video version on the Rask Australia YouTube page. Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

IRadioLive Podcasting Platform (www.i-radiolive.com)

Agriculture Development

IRadioLive Podcasting Platform (www.i-radiolive.com)

Agriculture Development

The Strategy Stacker - Luke Talks Money
Luke on 2CC – Buying a property, what should you consider?

The Strategy Stacker - Luke Talks Money

Play Episode Listen Later Sep 18, 2022


Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 16 September 2022.  This week’s topic for discussion is:  What to think about when buying a property? Key topics covered include: The same kinds of issues tend to apply to a property you want to live in or … Luke on 2CC – Buying a property, what should you consider? Read More »

Australian Investors Podcast
Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners

Australian Investors Podcast

Play Episode Listen Later Sep 16, 2022 51:09


Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia's top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith. You'll discover: What you need to know about the ESG market The difference ESG investment options How to perform due diligence on ESG funds and strategies How experts use ESG strategies in portfolios 50 years of investing expertise in one episode To help us navigate through this emerging theme we'll be joined by Emilie O'Neill of Perennial Partners, who walks us through the sub-sector options. Then Jake Jodlowski, a highly experienced investment consultant from Atchison Consultants, explains how to perform due diligence. Finally, Drew Meredith, the director of Wattle Partners financial planning explains how to actually implement some of these strategies in a portfolio. Emillie O'Neill, Co-Head of ESG & Equities Analyst at Perennial Partners, with 6 years of experience; Drew Meredith, CFP, Director of Wattle Partners Financial Planning, with 19 years of experience; Jake Jodlowski, Principal of Atchison Consultants with 28 years of investment experience; Host: Owen Raszkiewicz, lead analyst at Rask, 10 years of investment experience. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

SMSF Adventures with SuperConcepts
Five key things you should know about super contributions

SMSF Adventures with SuperConcepts

Play Episode Listen Later Sep 15, 2022 26:20


Contributions can play an essential role in a self-managed superannuation fund. A key source of superannuation contributions has been through the employer however additional amounts can also be contributed by individuals themselves. In this episode, your host Jessica Griffith talks to SMSF expert Nicholas Ali, about five key things trustees should know about super contributions in light of the recent legislation changes.   LINKS Free SMSF webinar: SMSF establishment and the first 6 months Establishing and running an SMSF is an important financial decision so, to ensure you're prepared, join us for this free webinar, "SMSF establishment and the first six months." In this session, presented by one of Australia's leading SMSF experts Graeme Colley, we'll explore: - Fund establishment - Naming your fund - SMSF structures – individual or corporate trustee - Appointing trustees and members - Investment strategies - Accepting contributions and paying benefits if necessary - Who's here to help Wednesday, 5th October 2022, 6:30-7:30 PM ACDT Register here: https://bit.ly/3QDqFjr   CONNECT Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.   CREDITS Host: Jessica Griffith Guests: Nicholas Ali, Executive Manager, SMSF Technical Support The information in this podcast is factual information only. It doesn't contain any financial advice or makes any recommendations about a financial product or service being right for you. It's important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you. See privacy information https://bit.ly/3E5H7Uf.

The Money Café with Alan Kohler
It's All About Super

The Money Café with Alan Kohler

Play Episode Listen Later Sep 15, 2022 37:52


Olivia Long, managing director of SMSF at Prime Financial Group and Eureka Report's SMSF Coach joins James Thomson, Chanticleer columnist at the Australian Financial Review for a special episode of The Money Café focussed on super — because a lot is happening! Is an SMSF right for you? Why are younger Australians opting to establish an SMSF? Plus much more.See omnystudio.com/listener for privacy information.

Australian Investors Podcast
2 sense: Woodside (WDS), Ampol (ALD), Infratil (IFT), India ETFs, Nuix, Charter Hall, becoming an analyst in Australia & more!

Australian Investors Podcast

Play Episode Listen Later Sep 14, 2022 64:48


The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, has today launched our first question and answer session, hosted by Drew Meredith, CFP and Owen Rask. We're calling it "2 sense". In these very laid-back investing discussions we'll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us: Direct stock ideas Macro forecasts Whether it's pronounced "finn ants" or "fine arts" Funds management Something business but completely unrelated Financial planning Whether curly moustaches make you a better investor Portfolio construction for retirement Drew and Owen's private company investing You name it! Submit your question or make a bold statement here. Be sure to select "The Australian Investors Podcast" when it prompts you to say where you want your question answered. If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question. Watch the video version on the Rask Australia YouTube page. Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

Rivkin Investment Podcast
Virtually Live 14th September 2022

Rivkin Investment Podcast

Play Episode Listen Later Sep 13, 2022 9:27


In this episode of Virtually Live, Shannon Rivkin covers: AVZ Minerals (AVZ), Telstra (TLS), dividends, SMSF, BHP Group (BHP), and Westpac (WBC).

SDA HOUSING
Episode 63 - ONE CONTRACT PROPERTY (Pt 1): SMSF & NDIS

SDA HOUSING

Play Episode Listen Later Sep 12, 2022 14:56


EPISODE:Rob is joined by Michael Brown (National Business and Development Manager) from One Contract Property to discuss how SMSF can be used to invest in NDIS property, and how their three step process can make this a smooth and easy process."One Contract Property offers investment solutions for SMSF investors and wealth creators looking to expand their additional sales portfolios, without limitations."If you're looking at using your SMSF to invest in property, please contact One Contract Property via the link below:https://www.onecontractproperty.com.au/--GOALS:It is our goal to see Participants with high-needs disabilities being appropriately housed in accommodation that is right for them. Purpose built homes promote opportunities for social and economic participation, enhance self-determination, and create conditions for Participants to lead vibrant, safe, and independent lives.www.robustdesign.com.auwww.highphysicalsupport.com.auwww.improvedliveability.com.auwww.participants.com.auwww.fullyaccessible.com.auwww.sil-homes.com.au/CONTACT:Please feel free to call us on 1300254397 to talk to one of our friendly staff, otherwise, just pop on over to our website to find out more info on www.ndispropertyaustralia.com.auFor any podcast related queries or suggestions, please contact our podcast manager via eryn@participants.com.auFOLLOW US ON:LinkedIn InstagramFacebookLEAVE US A GOOGLE REVIEW!DISCLAIMER:Information contained in this podcast is general in nature only. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information and should seek independent and professional advice for your personal circumstances.

The Strategy Stacker - Luke Talks Money
Luke on 2CC – Setting a financial plan – Where do you start?

The Strategy Stacker - Luke Talks Money

Play Episode Listen Later Sep 11, 2022


Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 9 September 2022.  This week’s topic for discussion however is:  Setting a financial plan – Where do you start?  Key topics covered include: Many people are not sure where to start when it comes managing their financial lives. … Luke on 2CC – Setting a financial plan – Where do you start? Read More »

Tax Talks
Update 31 | Class SMSF Benchmark Report August 2022

Tax Talks

Play Episode Listen Later Sep 11, 2022 50:14


This latest report was published in August 2022 and covers developments up until 31 March 2022. The June numbers are not out yet. In this episode, Kevin Zhang, Technical Compliance Manager of Class, will walk you through the main findings of this report.

Aussie Firebug
63. Succession Planning with Terry Waugh

Aussie Firebug

Play Episode Listen Later Aug 18, 2022 48:01


Today we're talking about succession planning with the one and only Terry Waugh.This is a pretty big topic but we'll be focusing in on areas such as:What is succession planning and why should we care? (02:22)What are some of the available options for succession planning? (04:19)Wills (07:06)Testamentary trusts (13:31)Succession planning within companies (20:52)Superannuation - who gets it when you die? (24:15)SMSF - what are the key differences? (28:42)Life insurance inside superannuation (39:30)How to protect your kids in case you die (31:01)How much do these structures cost? (33:27)LinksPodcast - 46. Terry Waugh - StructuringWebsite - Structuring Lawyers Pty LtdPodcast - The Structuring PodcastFacebook - Aussie FIRE Discussion GroupForum - Property Chatwww.aussiefirebug.com/podcast

my millennial money
531b wills & estate planning

my millennial money

Play Episode Listen Later Aug 10, 2022 55:28


Estate planning isn't the funnest of topics but wowee it's important! Today's episode is a bit of a 101 around wills and estate planning and we asked Aubrey Brown lawyers, Angela Brischetto and Nicholas Ketley your burning questions. The episode touches on:

my millennial money
531 best saving tips, achieving big goals, is a credit score needed, FI + more (live in Adelaide)

my millennial money

Play Episode Listen Later Aug 8, 2022 41:55


Radelaide, you've been real! In today's live episode Glen and John discuss some great questions around financial independence, putting extra in super, setting habits and so much more. Watch on YouTube: do I need a good credit score?Learn more about TAL here: https://bit.ly/tal-m3podcast

Investing Compass
We've got 99 problems but super ain't one

Investing Compass

Play Episode Listen Later Aug 6, 2022 28:47


For our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about what Shani considered as too much for fees on her investments. In this episode, we explore the impact of fees, how to decide what is too much, and focus in on super – when do the costs of operating and managing an SMSF make sense?Tickets to be released this week! Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me See acast.com/privacy for privacy and opt-out information.

my millennial money
530b we need to talk about preventative health (with Dr Priya Chagan)

my millennial money

Play Episode Listen Later Aug 3, 2022 52:52


Ever been told that "prevention is better than cure"? Well today's episode is a PSA to check your health before you wreck yourself while you're out there making all that cash money. TAL's General Manager of Health Services, Dr Priya Chagan joins Glen on the show to share some simple ways we can all invest in our own preventative health care. As part of this conversation we asked our Facebook group what good health means to you and share some of your responses! Check out the TAL Health Connector here.This is a sponsored episode.

The Investor Lab
Property Investing In A Self Managed Super Fund (SMSF) with Jeremy Iannuzzelli

The Investor Lab

Play Episode Listen Later Aug 2, 2022 45:03


Have you ever thought about investing in a Self Managed Super Fund?  Resident property and tax expert Ian Iannuzzelli hops back on the show as we dig into SMSF and all the goodies that come with it. We talk about the basics of SMSFs, how to get started, and how you can use it in your property investing journey!  Is negative gearing possible for SMSF properties? Can you extract equity from SMSF purchases? How much does it cost to set up and run your SMSF? – We unbox these and heaps more! If you love this episode, let us know by emailing us at til@dashdot.com.au, and don't forget to subscribe, rate, and share this podcast!  See you on the inside!    In this episode, we cover: Jeremy's take on the current market situation [02:14] What's driving the increase in rental prices? [07:21] The basics of Self Managed Super Funds (SMSF) [09:27] How to get started with your own SMSF [14:06] On SMSF borrowing capacity [19:20] Protecting your SMSF assets with negative gearing [23:59] The biggest mistake in running an SMSF [25:57] Can you extract equity from an SMSF purchase? [29:23] The cost of setting up an SMSF [33:53] Becoming a tenant in your own SMSF property [38:10] When to start benefitting from your SMSF [40:33]   About our Guests: With over 12 years of experience, dealing with small to medium business enterprises. Jeremy Iannuzzelli learned to channel his focus in the niche market of property investment. Dealing with many property investors, he is able to create effective tax structures in line with the goals and objectives his my clients. He is also an enthusiastic property investor holding many properties in his portfolio and implementing a combination of strategies. Currently, he is engaged with many investors mentoring them not only in tax but a balanced strategy for them to acquire and hold more wealth helping them well into retirement.   Links from the Show: KHI Partners Website (https://khipartners.com.au/)    Connect With Us: See our other Podcasts: https://theinvestorlab.com.au/ Watch on Youtube (https://www.youtube.com/c/TheInvestorLab)  Listen on Spotify (https://spoti.fi/3Np19x8)  The Dashdot Website (https://www.dashdot.com.au/) Limitless: The Renegade's Guide to Building Wealth Through Property - Goose McGrath (https://www.renegadespropertybook.com) Ready to work with us directly? (https://dashdot.com.au/discovery) See omnystudio.com/listener for privacy information.

Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

In this week's Talking Wealth Podcast, Janine discusses the stocks you should be looking at for a Self-Managed Super Fund that have the potential for growth and income. Find out which sectors and the types of stocks that are at the top of the list.

my millennial money
530 FIRE by 35 or LOOT, build now or wait, negotiating on property + more (live in Hobart)

my millennial money

Play Episode Listen Later Aug 1, 2022 52:20


my millennial money express
investing Q&A live in Canberra

my millennial money express

Play Episode Listen Later Jul 28, 2022 17:34


How should I adjust my strategy when the market is volatile? Does it matter if my shares are CHESS sponsored? What happens if I own direct shares in a company that merges with another company? Glen shares his thoughts on a bunch of great investing questions from peeps who came to our Canberra meet up.Check out The Psychology of Money at the links below.Booktopia: booktopia.kh4ffx.net/YgP7ZJAmazon: https://amzn.to/3OD4sRq

my millennial money
529b family law: prenups/BFAs, child support, separating with kids, de facto relationships + more

my millennial money

Play Episode Listen Later Jul 27, 2022 52:40


Nobody gets into a long term relationship planning for it to go south, but it's good to know what happens if you do part ways.*** Trigger warning: This episode covers topics relating to relationship breakdown and separation. If you are experiencing issues like domestic or family abuse please reach out to 1800respect.org.au or 1800 737 732.Big thanks to Aubrey Brown family lawyers, Tanya Hibberd and Kate O'Grady for joining us on the show. They answer a bunch of questions from Glen and the m3 community, including:

my millennial money
529 compound interest projections, is salary packaging worth it, a goal of 10 properties + more (Canberra live)

my millennial money

Play Episode Listen Later Jul 25, 2022 38:59


We had an awesome time meeting peeps and doing a live recording in Canberra. Thanks for your awesome questions and case studies!AFR article - https://www.afr.com/policy/economy/rba-cash-rate-set-to-double-in-coming-months-20220720-p5b33eLearn more about TAL here: https://bit.ly/tal-m3podcast

my millennial money
528b starting a family & managing money

my millennial money

Play Episode Listen Later Jul 20, 2022 52:32


Starting or growing your family is a wild ride! SYMO's Content Producer, JK and friend of the show, Bec Pritchard share their tips and tricks for financially preparing and managing money during this season along with their experiences of having kids through the public and private healthcare system.*** Trigger warning: This episode covers sensitive topics relating to fertility and childbirth which could be upsetting for some listeners. We encourage you to chat with your GP if you are experiencing any issues in this space.You might also like these!330 the ultimate investment: your first babyBec's blog post outlining the costs of her pregnancy and birth

my millennial money express
fear, greed & you + what to do if you're a Suncorp customer?

my millennial money express

Play Episode Listen Later Jul 19, 2022 16:23


Fear and greed will kill your investing strategy. Step back, breathe and stick to your plan. ✈️ Come see us on tour! Still some tix available, grab em at: mymillennial.money/tour

my millennial money
528 rich vs wealthy, how to untie your value from money, money mindset, buying first property + more (Brisbane live)

my millennial money

Play Episode Listen Later Jul 18, 2022 34:39


Today's episode was recorded LIVE in Brisvegas! Thanks for partying with us Brissy, it was a blast! ✈️ Come see us on tour - grab tix at: mymillennial.money/tourLearn more about TAL here: https://bit.ly/tal-m3podcast

my millennial money
527b Tim Duggan on the 4 day work week, working while travelling around the world & his new book, Killer Thinking

my millennial money

Play Episode Listen Later Jul 13, 2022 80:10


If you're a long time listener you might remember when we had Tim on the podcast a couple of years ago. It's so great to have Tim back on the show shooting the breeze with Glen on the world of work and his latest book, Killer Thinking.Get your hands on Tim's new release, Killer ThinkingCheck out his #1 bestseller, Cult Status

my millennial money
527 land tax vs stamp duty & townhouses

my millennial money

Play Episode Listen Later Jul 11, 2022 71:11


✈️ Come see us on tour! Grab tickets at: mymillennial.money/tourFirst home buyers in NSW will soon be able to choose between paying stamp duty or an annual land tax. Glen and John share their thoughts on the new scheme and use a practical example to highlight the difference. Plus townhouses - what are the pros and cons?***Sensitive content warning: After the break Glen chats about the importance of life insurance and shares a personal experience that touches on themes around premature death. This may be distressing for some listeners.

my millennial money
buying shares when the market is on sale, when to set up a trust to invest, renovate PPOR or invest, gov shared equity schemes + Vince's first SMART goal (campfire chat with Vince Scully)

my millennial money

Play Episode Listen Later Jul 7, 2022 39:54


✈️ Come see us on tour! Grab tickets at: mymillennial.money/tourGather the timber! We haven't had a campfire chat for a while so here's a little bonus episode for ya. Glen and Vince discuss your questions.

my millennial money
526b money mindset, investing, Bachelor in Paradise

my millennial money

Play Episode Listen Later Jul 6, 2022 68:49


✈️ Come see us on tour! Grab tickets at: mymillennial.money/tourThe last time we had Alisha on the podcast we ended up chatting politics instead of her story - oopsie - so we wanted to get her back on for part 2! **Scroll down for a trigger warning on some content towards the end of the episode. Alisha's story touches on:

my millennial money
526 sacrifice, contentment, health, wealth & economic empowerment with Larisha Jerome from First Nations Foundation

my millennial money

Play Episode Listen Later Jul 4, 2022 37:46


✈️ Come see us on tour! Grab tickets at: mymillennial.money/tourHappy NAIDOC Week if you're listening live! You're in for an inspiring chat. From growing up with a lack mindset and homeless at 17 to buying her first home four years later, Larisha Jerome shares her incredible money story. Larisha now spearheads the Indigenous Women's Financial Wellness Initiative at First Nations Foundation and shares about the ways in which the initiative is financially empowering Indigenous women.Follow Rich Blak Women on InstagramLearn more about First Nations FoundationCheck out Tomorrow MoneyDownload TAL's Reconciliation Action PlanLearn more about NAIDOC Week

my millennial money
525b behind the scenes of my millennial money (for all the hardcore listeners!)

my millennial money

Play Episode Listen Later Jun 29, 2022 47:15


my millennial money has hit ✨ 400 episodes ✨ and we couldn't do it without your support, thank you!We thought we'd do things a little different and share some of Glen's journey as a business owner and what goes on behind the scenes to make my millennial money happen.Joining Glen on the show is cohost of my millennial career & HR consultant at Boldside, Shelley Johnson. Glen and Shell chat about how the business operates, the culture, the tech and answer all your burning questions.Whether you're an OG listener or a new one, thanks for hanging out with us!If it's a career clarity call you need or a dream team for your business, see how Boldside can help.

my millennial money
525 property price predictions

my millennial money

Play Episode Listen Later Jun 27, 2022 80:55


Is now a good time to buy property? Glen and John discuss! Plus they talk about strategies to deal with inflation and read out a bunch of great hacks to save more money from the m3 community with special guest, Tyler. Check out all the saving hacks here and add your own!Learn more about TAL here: https://bit.ly/tal-m3podcast

my millennial money
524b espresso Displays: an Aussie startup changing the hybrid work game

my millennial money

Play Episode Listen Later Jun 22, 2022 45:45


More than ever before, people are working from their homes, cafes, and on the go, which is why an Aussie startup called espresso Displays designed a portable monitor to help people work better from anywhere. Glen sits down with co-founder Will Scuderi for a look under the hood of this startup story. They chat about:

my millennial money
524 keeping up with the cost of living & inflation

my millennial money

Play Episode Listen Later Jun 20, 2022 67:49


It's wild out there! Glen and John chat through practical ways to optimise your budget and get more money from your career as living costs rise, along with answering some questions from the m3 community.Learn more about TAL here: https://bit.ly/tal-m3podcastGet the How to Get Out of Debt online course for FREE420 turning your home into a rental property206 alternative property investment options