Gianna Thomson runs a financial planning firm with Fitzpatricks Private Wealth.  She is renowned among her financial planning peers to be an expert in Commonwealth Superannuation due to her industry experience. She enjoys providing financial advice to senior public servants who would like to feel confident about their financial future and wish to receive the right advice regarding their complex defined benefit superannuation schemes.

Her experience includes providing information, general and personal advice to PSS and CSS members for nearly 20 years. Prior to becoming a financial planner, she worked for ComSuper and the Department of Finance who look after the legislation and polices underpinning the Commonwealth civilian superannuation schemes.

 

Connect with Gianna here:

https://www.giannathomson.com.au/

https://www.instagram.com/gianna_financial_planner_cbr/

https://www.linkedin.com/in/giannathomson/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations and structuring in light of the investment rules, succession of SMSFs and liaising with the ATO in dealing with fund breaches, enforceable undertakings and ATO audits.

Jemma’s experience includes developing business and estate succession plans, establishing appropriate structures to protect personal and family wealth from being exposed to any unforeseen business or personal events, and project managing family settlements.

Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute of Australia, Institute of Chartered Accountants Australia and New Zealand, CPA and the SMSF Association across Australia. Jemma is the author of the Taxation Institute’s popular publication the SMSF Guide, now in its ninth edition, and is the author and convener of the Taxation Institute’s Graduate Diploma in Applied Tax Law Advanced Superannuation unit. 

Connect with Jemma here:

https://cooperpartners.com.au/our-people/jemma-sanderson/

https://twitter.com/JemmaSanderson

https://www.linkedin.com/in/jemma-sanderson-47517b22/

 

Super SMSF Resources:

https://www.ato.gov.au/super/self-managed-super-funds/

https://moneysmart.gov.au/how-super-works/self-managed-super-funds-smsf

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Steph Clarke is a question asker, monochrome-lover and life-long-learner.

After starting professional life as an accountant with EY in the UK, Steph quickly realised that spreadsheets did not satisfy her need for creativity. Cue a secondment to learning and development (a secondment she never left) where she discovered that designing and teaching audit related learning was much more fun than doing audits.

In 2018 Steph started her own business - firstly offering individual coaching and facilitation before focusing on team coaching and facilitation.  2020 served up the perfect opportunity to finally hone a skillset in graphic design. It's a tangible mix of creativity + business + communication.

Steph is podcast host of @stephsbizbookshelf.

Most people don’t have time to read the books they want to. Each week join Steph, a life-long bookworm, as she brings you the lessons from the best non-fiction books she’s read. Steph will share the ‘three big things’ the books taught her, favourite quotes and actions she’s implemented since reading the book. If you have an ever-growing pile of half-read books on your bedside table, this podcast is for you. Steph's Business Bookshelf; doing the reading so you don't have to. 

• Connect with Steph here:

https://www.stephsbusinessbookshelf.com/

https://stephclarke.com/

https://www.linkedin.com/in/steph-clarke/

 

Super Superannuation Resources:

https://moneysmart.gov.au/how-super-works/superannuation-calculator

https://moneysmart.gov.au/how-super-works/mysuper-funds-list

 

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Katherine Hayes is the Director and Principal Adviser at Hayes and Co in Canberra.

Katherine has over 15 years’ experience in the financial services industry and has specialized in providing personal protection strategy advice since 2008.

Katherine has won multiple awards for her role as a risk specialist and customer service.

Katherine is a published author and the co-host of the personal finance education podcast Money Madams.

 

Connect with Katherine here:

https://moneymadams.com/podcast/

https://www.facebook.com/moneymadams/

https://www.instagram.com/money_madams/

http://hcis.com.au/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

 

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Danielle Brophy loves business - so much so that she has three of them! All in financial services:

- Money Wellbeing: promoting positive money mindset & management
- WLS Wealth: financial planning focused on wealth and lifestyle strategies
- Star Super Services: Self Managed Super Fund (SMSF) accounting, administration or auditing

Danielle is passionate about helping female entrepreneurs to go from being overwhelmed & stressed with finances in a mess, to mastering business profitability, building wealth, and enhancing wellbeing. Danielle focus on the four pillars of success – mindset, profit, wealth strategies, and enhancing wellbeing.

 

Check out the Money Quiz here: www.quiz.moneywellbeing.com.au/quiz

 

Connect with Danielle here:

https://www.moneywellbeing.com.au/about/

https://www.instagram.com/money.wellbeing/

https://www.facebook.com/money.wellbeing/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

 

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Jane leads a warm, client-focused accounting business, ensuring that clients feel welcome and informed.

Jane is passionate about property as a wealth creation vehicle. She owns properties herself, and knows personally the pitfalls and possibilities. Jane frequently acts as a valuable sounding board to the firm’s many property clients using the cumulative knowledge gained from endless exposure.

Jane is also passionate about the success of small business. Jane sets an example to her business clients by running a professional and profitable business. She understands firsthand the complex maze of tax requirements and reporting for business, and is often complimented on how she can clearly explain difficult accounting and tax concepts.

On the weekends, Jane loves slow, lazy mornings with pots of tea, magazines and journals. She also likes spending time with her wonderful two sons and you will sometimes find her briskly circumnavigating Lake Burley Griffin with her fur baby, Lottie, in tow.

Connect with Jane here:

https://hadrillaccounting.com.au/

https://www.facebook.com/hadrillaccounting

https://www.linkedin.com/company/hadrill-accounting/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

 

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Kasey Fox is a Family Lawyer and Director of the firm Farrar Gesini Dunn, who have offices in Canberra, Sydney and Melbourne.

Kasey has specialised in Family Law for the whole of her legal career and has experience in a range of different matters including children’s matters, complex property litigation (including companies and trusts), pre-nups (Binding Financial Agreements), rainbow family issues, and out of court solutions.

You may also recognize Kasey from her appearance on SBS TV Show Insight about prenups.

You can learn more about Kasey here:
https://www.fgd.com.au/about-us/our-people/kasey-fox

Or find her on social media:
https://twitter.com/KaseyFoxLawyer
https://www.facebook.com/KaseyFoxSolicitor
https://www.linkedin.com/in/kaseyfoxsolicitor

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

 

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Andrew Barr has been a member of the Australian Capital Territory Legislative Assembly since April 2006, and Chief Minister since December 2014. He is also the Territory's Treasurer.

In 2012, Andrew led the long term taxation reform program for the ACT, through the phased abolition of inefficient transaction taxes (including stamp duty and insurance tax) and a transition to a sustainable and fairer land-tax based revenue system. The ACT is the only Australian jurisdiction to have undertaken such reforms, which were recommended in the 2010 Australia's Future Tax System Review commonly known as the "Henry tax review"

It is great have Andrew along to discuss some of the mechanics and thinking behind Tax Reform and the 'Vertical Fiscal Imbalance' which exists between the State and Territory Jurisdictions and the Commonwealth.

Connect with Andrew here:

https://www.linkedin.com/in/andrewbarrmla/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

 

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Rebecca Tetlow has dedicated her legal career to estate planning and succession law and is Canberra’s only Accredited Specialist in Wills and Estates law.

Her passion is estate planning and enjoys helping clients, regardless of their circumstances, achieve peace of mind in regard to their estate planning needs. Rebecca works with each of her clients to identify their individual risks and objectives, advise on their options, develop an estate planning strategy and put in place clear, plain English Wills, Enduring Powers of Attorney, Superannuation Death Benefit Nominations and other estate planning documents.

As an expert in estate planning, Rebecca has advised many small to medium business owners, multi-generation family businesses, professionals and high net worth individuals. Rebecca also ensures that all associated entities such as companies, trusts and self-managed superannuation funds are encapsulated as part of a holistic estate plan. In the course of advising on estate planning, Rebecca works closely with her clients’ accountants, financial planners and other advisors to ensure the best outcomes for their mutual clients.

You can connect with Rebecca via LinkedIn or .

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

 

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Elizabeth Tian is a Director at Citi for Equity Derivatives, Global Markets.

Specialising in equities, multi asset products (FX, commodities exposure structures), derivatives sales and product management through multiple channels that include wholesale clients, financial advisers, private bankers, brokers and direct retail clients.

Liz is a regular speaker for the Australian Securities Exchange (ASX) Roadshow, Kaplan CPD Education Program.  Has been on TV Interviews with CNBC, SKY Business News, Nine, Ten, SBS, ABC and Ausbiz.com.au and radio interviews to 2UE and ABC with print commentary for the Australian Financial Review.

It is great to have Liz join us to unpack share investment and options to gear into the share market.

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.