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#94 – Mastering Self-Managed Super Funds: Insights and Strategies Ft. SMSF Alliance's David Busoli
Join hosts Ben Kemp and Jay Burke, along with special guest David Busoli from SMSF Alliance, on this enlightening episode of Fine Answers as they explore the ever-evolving landscape of the financial services industry. From discussing the importance of better planning and organization to delving into the intricacies of managing self-managed super funds (SMSFs), Ben, Jay, and David provide a comprehensive overview of the challenges and opportunities facing professionals in the field.
Listeners are invited to gain valuable insights into the value of family group meetings for SMSF clients and the significance of addressing niche topics such as managing share trades and cost base accounting efficiently. Through engaging dialogue, Ben, Jay, and David share their experiences and insights on managing SMSFs, including the evolution of the industry, the role of administrators, and the challenges of investing in today's market.
Additionally, Ben, Jay, and David emphasize the importance of considering trustee duties in estate planning and highlight the need for improving SMSF platforms to better serve clients. From action items such as reviewing pension module functionalities to engaging lawyers for trust deed reviews, Ben, Jay, and David offer practical steps to enhance client communication and streamline financial management processes.
Tune in to Fine Answers for a thought-provoking discussion on navigating the complexities of financial services, where Ben, Jay, and David provide expert insights and actionable advice to help listeners succeed in today's dynamic industry.
Our Links:
Facebook: https://www.facebook.com/burkebrittonfp/
Instagram: https://www.instagram.com/burkebrittonfp/
TikTok: https://www.tiktok.com/@burkebrittonfp
Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU
SMSF Alliance:
Website: https://www.smsfalliance.com.au/
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP
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By Burke Britton Financial PartnersJoin hosts Ben Kemp and Jay Burke, along with special guest David Busoli from SMSF Alliance, on this enlightening episode of Fine Answers as they explore the ever-evolving landscape of the financial services industry. From discussing the importance of better planning and organization to delving into the intricacies of managing self-managed super funds (SMSFs), Ben, Jay, and David provide a comprehensive overview of the challenges and opportunities facing professionals in the field.
Listeners are invited to gain valuable insights into the value of family group meetings for SMSF clients and the significance of addressing niche topics such as managing share trades and cost base accounting efficiently. Through engaging dialogue, Ben, Jay, and David share their experiences and insights on managing SMSFs, including the evolution of the industry, the role of administrators, and the challenges of investing in today's market.
Additionally, Ben, Jay, and David emphasize the importance of considering trustee duties in estate planning and highlight the need for improving SMSF platforms to better serve clients. From action items such as reviewing pension module functionalities to engaging lawyers for trust deed reviews, Ben, Jay, and David offer practical steps to enhance client communication and streamline financial management processes.
Tune in to Fine Answers for a thought-provoking discussion on navigating the complexities of financial services, where Ben, Jay, and David provide expert insights and actionable advice to help listeners succeed in today's dynamic industry.
Our Links:
Facebook: https://www.facebook.com/burkebrittonfp/
Instagram: https://www.instagram.com/burkebrittonfp/
TikTok: https://www.tiktok.com/@burkebrittonfp
Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU
SMSF Alliance:
Website: https://www.smsfalliance.com.au/
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP