Ensombl Advice Australia

Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. She discusses how advisers can become aged care specialists, and why advisers should start talking to their clients about aged care sooner.

Louise Biti XY: https://www1.xyadviser.com/members/4574496 Aged Care Steps Website: https://agedcaresteps.com.au/

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In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss the pros and cons of SMSFs, super reform and where SMSFs are heading in the future.

Tim Miller LinkedIn: https://www.linkedin.com/in/timmillersmsf/ SuperGuardian Website: https://www.superguardian.com.au/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Today we cover the inflation data from The ISM Manufacturing Index in the US, unemployment in Australia, IDP Education, Telstra, Tuesday's RBA meeting and OPEC discussion delays.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks about his process for property purchases for SMSFs, and how the set-up is the most critical part of the process.

Allister Sutherland XY: https://www1.xyadviser.com/members/2217902 LinkedIn: https://www.linkedin.com/in/allister-sutherland-cta-ssa%E2%84%A2-0351413b/ Player Hall Website: https://www.playerhall.com/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients.

Aaron Dunn XY: https://www1.xyadviser.com/members/4574606 Smarter SMSF Website: https://smartersmsf.com/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF.

Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/ SMSF Association Website: https://www.smsfassociation.com/ SMSF Connect: https://smsfconnect.com/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Shelley is the Head of Education at ASF Audits, one of Australia's largest independent SMSF Auditors. She joins Fraser to discuss what happens during an audit, and what the pain points are.

Shelley Banton LinkedIn: https://www.linkedin.com/in/shelley-banton-0a903a17/ ASF Audits Website: https://asfaudits.com.au/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.

Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au myprosperity Website: https://www.myprosperity.com.au/

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Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology.

Caren Hendrie LinkedIn: https://www.linkedin.com/in/caren-hendrie-business/?originalSubdomain=au The Hendrie Group Website: https://www.hendrie.com.au/ The Business Growth Group: https://www.facebook.com/businessgrowthgroup

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In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.

Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au myprosperity Website: https://www.myprosperity.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can't manage what you can't measure.

Andy Fenton LinkedIn: https://www.linkedin.com/in/mrandrewfenton/?originalSubdomain=au Fenton Financial Website: https://fentonfinancial.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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