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Is a SMSF right for you?
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.
Investment Deep Dive: Lovisa
In the second episode of our new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman analyse Lovisa Holdings (ASX: LOV), a fast-growing fashion jewellery retailer. With over 900 stores worldwide and a focus on affordable, trendy accessories, Lovisa has become a $3.9 billion company. Tune in as they discuss Lovisa’s rapid global expansion, strong brand presence, financial performance, and investment potential, while also examining the risks and rewards for investors in this competitive sector. Please Note: This is not a buy, nor sell, recommendation. This is general information only. 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.
Making the Most of a Lump Sum
In this episode, we dive into the smart steps to take when you receive a lump sum of money, whether it’s from a farm or business sale, an inheritance, or even a Tattslotto win. We’ll cover the key considerations around timing and capital gains tax, as well as strategies for what to do with the funds once taxes are sorted. Learn how to make the most of your windfall with a plan that sets you up for long-term financial success. To view the video version of this episode visit https://youtu.be/ZK0sc2aGgxk 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.