Wealth Management Podcast Network

SMSF: Understanding planning and strategies for older clients


Listen Later

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it's vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning. Listen as they discuss:
  • How clients are trying to preserve as much of their SMSF assets to pass on to their children.
  • The impact that the $3 million super tax will play in designing strategies.
  • Why CGT should be top of mind for small-business owners well before they enter retirement.
...more
View all episodesView all episodes
Download on the App Store

Wealth Management Podcast NetworkBy Momentum Media


More shows like Wealth Management Podcast Network

View all
Odd Lots by Bloomberg

Odd Lots

1,942 Listeners

CommSec Market Update by CommSec

CommSec Market Update

11 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

21 Listeners

The Money Puzzle by The Australian

The Money Puzzle

42 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Your Wealth by NAB

Your Wealth

7 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

9 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

52 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

18 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

3 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

12 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

29 Listeners

Chanticleer by Australian Financial Review

Chanticleer

17 Listeners

The Fin by Australian Financial Review

The Fin

17 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

3 Listeners