SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
8 episodes
9 months ago
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also hosts the monthly SMSF News and Strategies podcast show.
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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also hosts the monthly SMSF News and Strategies podcast show.
Wrapping up the series, Chris goes through a health check for your SMSF as a good way to get started with taking your Fund to the next level, and why a general review of your Fund is your first step.
The death or loss of capacity of a member can be a disaster for an SMSF. Chris is joined by Business Concept Group’s Sarah Power as they cover the often neglected area of estate planning and loss of capacity planning within SMSF’s.
Why borrow and when is it suitable in an SMSF? What are the different strategies available?
Chris is joined by Business Concepts Group’s Sarah Power, and Domenic Suleman as they discuss gearing strategies within SMSF.
Discusses property investing within Super, covering general rental type properties through to business premises, joint investments as well as property development and farmland.
Have your Fund up to date and ready to go. Discusses individual vs corporate trustees, the importance of keeping your deed and investment strategy current.
SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also hosts the monthly SMSF News and Strategies podcast show.