The beautiful Gen Frost invited me to speak on her podcast, The Reality Cheque, about this very topic.
SMSF’s are just one of the many structures available to house your wealth within the financial planning world. Gen and I talk about these vehicles in more detail.
I hope you check-in to listen to our chat through:
Spotify; https://open.spotify.com/episode/7jl0pgc7srJ5TpJ59Tb6L4?si=jT7xHHY_Tq2563YYv5R8eQ
Apple; https://podcasts.apple.com/au/podcast/the-good-and-the-bad-of-the-smsf/id1507933647?i=1000502462458
Many more great podcasts are available on Gen’s website www.therealitycheque.com.au
The Reality Cheque is a show close to my heart, designed to decode financial lingo, help the audience improve their overall financial literacy and provide simple steps to get on the right path to financial security.
While our discussions are pretty simple, you do need to be aware that there is a bit of fine print involved with finding the right superannuation structure for you, as we are all individuals.
I can work with you to ensure your super Is held in a way that suits you allowing you to accumulate wealth and stroll into retirement feeling calm, content and ready for adventure.
If you’re ready to grow your super, I’m ready to help. Book in a free 30-minute phone consultation and let’s boost that balance.
I gave up my 10-year career as a lawyer to become a financial planner. Find out why it was the best decision I ever made.
Keep ReadingLearn how to take control of your personal finances from Melbourne’s best financial planner. It’s not as hard as you think.
Keep ReadingGeneral advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977.
