Understanding Planning And Strategies For Older Clients The SMSF Adviser Show podcast

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Understanding planning and strategies for older clients

12d ago 32:12

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Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning. Listen as they discuss:

How clients are trying to preserve as much of their SMSF assets to pass on to their children.
The impact that the $3 million super tax will play in designing strategies.
Why CGT should be top of mind for small-business owners well before they enter retirement.

… continue reading

128 episode

#Business #Momentum Media #Finance #Financial #Money #Super #Tax #Trading #Experts #Insight #Investing

Artwork

Understanding planning and strategies for older clients

The SMSF Adviser Show

published 12d ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning. Listen as they discuss:

How clients are trying to preserve as much of their SMSF assets to pass on to their children.
The impact that the $3 million super tax will play in designing strategies.
Why CGT should be top of mind for small-business owners well before they enter retirement.

… continue reading

128 episode

#Business #Momentum Media #Finance #Financial #Money #Super #Tax #Trading #Experts #Insight #Investing

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