Podcast

Is a SMSF right for you?

26 September, 202426 September, 2024 Podcast

In this episode, Rob and Amy break down the essentials of Self Managed Superannuation Funds (SMSFs) and explore whether they are still a viable option for managing your super.

They’ll take you through the ins and outs of this tax structure, discuss the benefits and responsibilities of running an SMSF, and help you understand who might be best suited for this superannuation strategy.

If you’re considering an SMSF, this episode is for you!

To view the video version of this episode visit https://youtu.be/ul9V3xhhB-g

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

Retiring with purpose

5 October, 202319 October, 2023 Updated on19 October, 2023 Podcast

How to save tax in Australia

17 September, 202419 September, 2024 Updated on19 September, 2024 Podcast

Rob & Amy discuss all things tax this week, exploring the tax implications of investment properties, and how Aussies use negative gearing as an investment strategy. They also challenge the common biases many have towards property, comparing its returns with other tax-saving opportunities. Here’s a question for you: Have you crunched the numbers to see if your negatively geared property delivers better returns than investing in the ASX? Something to think about! To view the video version of this episode visit https://youtu.be/HIfmtb5pN0Q Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

Age Gaps in Retirement

11 June, 202411 June, 2024 Podcast

Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social security benefits, retirement savings strategies, and the management of insurance and healthcare costs. We’ll delve into the impact on lifestyle and travel, the importance of updated wills and medical directives, and explore both the challenges and benefits of building social circles and community engagement across different age groups. Tune in for financial insights and relatable client stories … Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

Federal Budget Summary: What does it mean for you?

5 October, 202328 August, 2024 Updated on28 August, 2024 Podcast

Investing: Is age 55 too late to start?

12 October, 202319 October, 2023 Updated on19 October, 2023 Podcast

Smart money moves this EOFY

13 June, 202413 June, 2024 Podcast

In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins and optimise your superannuation contributions with our easy-to-follow advice. Whether you’re looking to improve your personal financial position or simply want to make the most of the EOFY, this episode offers valuable insights and actionable tips to boost your financial well-being! To view the video version of this episode visit https://youtu.be/gmP-nC5-8rY Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

Similar Posts