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...
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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...
In this episode, we're unpacking a topic that sits at the heart of long term business success. The difference between a partner mentality and an owner or founder mentality. You'll hear a thoughtful discussion about why the mindset of a company's leadership, whether they see shareholders as true partners or simply as investors, can make all the difference to a business's growth, resilience and culture. We'll explore what it really means for management to act as partners. How this approach cont...
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...
