In today’s episode of The SMSF Experts, we look into into the essential strategies and insights needed to manage a successful SMSF. From foundational principles to advanced techniques for tax efficiency and investment diversification, we cover key areas that can make a big impact on your SMSF journey.
Joining Shelley is Liam Short, Managing Director of Sonas Wealth. With over 30 years of experience in financial services, Liam is renowned for his practical, holistic approach to helping people take control of their wealth.
Listen On: Apple Podcasts, Spotify, Amazon Music, Simplecast, iHeartRadio, Deezer
CONTENT:
01:36 The Evolution of Financial Planning
04:03 Setting Up Your First SMSF: Key Advice
05:30 Understanding SMSF Returns and Risks
07:31 The Importance of an Exit Strategy
11:43 Current Trends in SMSF Investments
17:34 Common Mistakes and How to Avoid Them
21:34 The Importance of Trustee Compliance
21:57 Creating an Investment Portfolio for SMSF Clients
24:13 The Role of Education in Early Super Contributions
26:57 Regularly Reviewing and Updating Investment Strategies
33:33 Navigating the New Division 296 Tax
36:03 Family Dynamics in SMSF Management
39:34 Interest Rates and Investment Strategies
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