In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk...
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In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk...
Division 296 | Demystifying the $3 Million Superannuation Tax
The Purposeful Investor
36 minutes
5 months ago
Division 296 | Demystifying the $3 Million Superannuation Tax
Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings. (02:00 - 07:00) What is the Division 296 Tax(07:00 - 12:00) Debunking myths about superannuation tax rates(12:00 - 16:00) Unrealised gains and lack of indexation(16:00 - 24:00) Exploring alternative investm...
The Purposeful Investor
In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk...
