Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...
All content for Teaminvest Wealth Builders is the property of TIP Group / Teaminvest and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...
Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation
Teaminvest Wealth Builders
36 minutes
1 week ago
Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation
What separates successful investors from the rest? In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management & Education at TIP Group) break down the three essential investment principles every investor needs: knowing yourself, understanding your investments, and mastering valuation. Whether you’re new to investing or a seasoned pro, this episode will help you build a personal investing framework to navigate market highs and lows with confidence and clarity. Key Topics...
Teaminvest Wealth Builders
Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...
