Money Side Up

Episode 17 - End of Financial Year Planning


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Welcome back to the Money Side Up Podcast – the go-to resource for Australians across the globe navigating all things personal finance.

In this month’s episode, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, with co-hosts, Will Cant and Joel Kerin of Ally Wealth Management, dive into two key developments shaping the financial landscape:

The RBA Rate Cut Forecast – what’s expected, how it impacts borrowing, investing, and planning


The Australian Election Outcome – and what it means for both residents and expats

Then, we shift gears and dive into a powerful EOFY strategy session. Together, we unpack essential financial strategies to consider before 30 June, including:

 ✅ Super contributions and salary sacrifice
 ✅ Family trusts, company structures & bucket companies
 ✅ Tax planning tips for Australian expats and property investors
 ✅ Real-world client examples and practical insights
 ✅ Common EOFY traps to avoid

Whether you’re managing assets abroad, running a business, or simply trying to get your finances in order, this episode is packed with timely insights and expert guidance.

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Disclaimer:

  • The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

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Upcoming Episode:

  • Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!
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Money Side UpBy Money Side Up