The Strategy Stacker - Luke Talks Money

By Luke Smith

Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks do... more

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FAQs about The Strategy Stacker - Luke Talks Money:

How many episodes does The Strategy Stacker - Luke Talks Money have?

The podcast currently has 473 episodes available.

The Strategy Stacker - Luke Talks Money episodes:

June 21, 2020Luke on 2CC – Getting ready for your accountant
Are you ready to complete your tax return?

Luke Smith joined 2CC Talking Canberra 1206AM.
The Money Show aired on Friday 19 June 2020 and the topic: Tax returns and preparation.
In today’s topic Financial Planner Luke Smith joins Leon to explore the topic of getting ready for your tax return. What do you need to do and what can you do to be more efficient in the new financial year? Leon and Luke however start the show talking about making super contributions – make sure your fund receives them before June 30, if you want them counted for this financial year.
Key highlights include:
The benefits and downfalls of using a shoe box to collect receipts
Are there alternatives to the shoe box?
What information do you need to keep for your tax return if you’re a business?
What information do you need to keep for your tax return if you’re an employee?
The benefits of using an accountant rather than doing it yourself
Luke’s top tips to help you manage your accounting and tax preparation
An offer for a free appointment to talk about your own financial planning goals and objectives. Everyone has different goals and personal financial planning advice can help you make the right decision for your needs and situation.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/06/The-Strategy-Stacker-Luke-Talks-Money-19062020.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Would you like help with your new year financial goals?
Seek advice if you need help
It’s almost tax time, how well prepared are you to complete your tax return? Envision Financial doesn’t offer accounting services but we can refer you to one should you need it. Envision Financial however can help you set and work towards your own financial goals and help you manage your financial life. We’re very pleased to let you know that we’ve returned to the office for appointments. Make an appointment to catch up with Luke face to face, over the phone or via video appointment.
Envision 2CC offer: Your first appointment is at our cost – even over the phone or by video chat. Make an appointment to confidentially discuss your financial and retirement goals. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
...more
18min
June 21, 2020 Luke on 2CC – Getting ready for your accountant
Are you ready to complete your tax return? Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 19 June 2020 and the topic: Tax returns and preparation. In today’s topic Financial Planner Luke Smith joins Leon to explore the topic of getting ready for your tax return. What do you need …
Luke on 2CC – Getting ready for your accountant Read More »
...more
18min
June 14, 2020Luke on 2CC – Should I start a pension before 30 June?
Turning super to pension before June 30 might have advantages

Luke Smith joined 2CC Talking Canberra 1206AM.
The Money Show aired on Friday 12 June 2020 and the topic: Starting a pension before 30 June.
In today’s topic Financial Planner Luke Smith joins Leon to explore the topic of turning your super into a retirement income stream (pension) before June 30 as well as some of the advantages this may bring. Leon and Luke however start the show talking about why it’s good speak with someone who knows what they are doing – professional advice provides more certainty. It’s important to make the most of your retirement planning options.
Key highlights include:
What is the difference between the accumulation phase and the pension phase of super?
Is there are minimum amount of money you must take out of a pension each year?
At pension phase, is everything inside your fund is tax free?
How do you start a pension?
How often can pension payments be made?
Why would you start a pension before June 30?
Make a contribution from your pension to make a personal tax deductible contribution back to super
Build super in a spouses name, avoid the transfer balance cap
Paying off debts
Do a rennovation
Transition to retirement – access super money while you’re still working (it’s not tax free though)
What is the taxable lifetime limit?
Why wouldn’t you start a pension before June 30?
An offer for a free appointment to talk about your own retirement planning needs and goals. Everyone has different goals and personal financial planning advice can help you make the right decision for your needs and situation.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/06/12062020-The-Strategy-Stacker-Luke-Talks-Money.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Would you like help with your pension and retirement plans?
June 30 is a great time to review your financial goals and make some new goals for the coming financial year – even retirement goals! We’re very pleased to let you know that we’ve returned to the office for appointments. Make an appointment to catch up with Luke face to face, over the phone or via video appointment.
Envision 2CC offer: Your first appointment is at our cost – even over the phone or by video chat. Make an appointment to confidentially discuss your financial and retirement goals. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
...more
18min
June 14, 2020 Luke on 2CC – Should I start a pension before 30 June?
Turning super to pension before June 30 might have advantages Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 12 June 2020 and the topic: Starting a pension before 30 June. In today’s topic Financial Planner Luke Smith joins Leon to explore the topic of turning your super into a retirement … Luke on 2CC – Should I start a pension before 30 June? Read More »
...more
18min
June 07, 2020 Luke on 2CC – Preparations for June 30
Set yourself up for the New Financial Year right now Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 5 June 2020 and the topic: Preparations for June 30 tax and setting yourself up for the new financial year. In today’s topic Financial Planner Luke Smith joins Leon to explore the … Luke on 2CC – Preparations for June 30 Read More »
...more
19min
June 07, 2020Luke on 2CC – Preparations for June 30
Set yourself up for the New Financial Year right now

Luke Smith joined 2CC Talking Canberra 1206AM.
The Money Show aired on Friday 5 June 2020 and the topic: Preparations for June 30 tax and setting yourself up for the new financial year.
In today’s topic Financial Planner Luke Smith joins Leon to explore the opportunities that the end of financial year presents. It’s a great time to review and plan, to ensure you make the most of your tax deductions and consider your goals for the new financial year which is just around the corner. Leon and Luke start the show talking about why now is the time to think about your goals and opportunities.
Key highlights include:
Deductible contributions to super and checking your super statements
Prepaying what you can to secure tax deductions
Preparing for retirement – bolstering contributions before you stop working
Making the most of carry forward contributions too
Considerations for the self-employed, bill now or wait for July? Asset write-offs
Review the budget – do you know where you’re money is going?
Some of the key strategies you can stack in your favour may include:
Non-concessional contributions to super if you’re retiring
Reviewing your insurance to make sure it still meets your needs
Making tax deductible contributions to super or PSS contributions if you’re a member of that fund
Reviewing your home loan interest rate
Using offset accounts more strategically to fund tax deductions
Consider your super investment strategy
Organise your paperwork for the accountant
An offer for a free appointment to talk about your own financial planning needs.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/06/ENVISION-FINANCIAL-PODCAST-050620.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Would you like help with your own financial goals?
June 30 is a great time to review your situaiton and make some new goals for the coming financial year. We’re very pleased to let you know that we’ve returned to the office for appointments. Make an appointment to catch up with Luke face to face, over the phone or via video appointment.
Envision 2CC offer: Your first appointment is at our cost – even over the phone or by video chat. Make an appointment to confidentially discuss your financial and retirement goals. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
...more
19min
May 31, 2020 Luke on 2CC – PSS benefits, your contribution matters!
The PSS benefit you receive is partially determined by what you add Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 29 May 2020 and the topic: PSS Super- The Public Sector Superannuation Scheme. In today’s topic Financial Planner Luke Smith joins Leon to explore the opportunities many people who work … Luke on 2CC – PSS benefits, your contribution matters! Read More »
...more
19min
May 31, 2020Luke on 2CC – PSS benefits, your contribution matters!
The PSS benefit you receive is partially determined by what you add

Luke Smith joined 2CC Talking Canberra 1206AM.
The Money Show aired on Friday 29 May 2020 and the topic: PSS Super- The Public Sector Superannuation Scheme.
In today’s topic Financial Planner Luke Smith joins Leon to explore the opportunities many people who work for the Government don’t realise they have with the PSS Scheme. Leon and Luke start the show talking about the Covid-19 re-start of the NRL football season with the Canberra Raiders playing this weekend with the Melbourne Storm. Go Raiders!
(Post game note: Good news, Canberra won 22-6, sorry to the Storm fans listening).
Key highlights include:
What is the PSS?
How is your final benefit calculated?
Do you know why it’s a good fund to be a part of?
What is the benefit of making a 10% contribution if you can?
What’s the difference between making a 5% contribution and a 10% contribution?
Can you have a second superannuation fund to salary sacrifice if you wanted to save more to super?
Does the PSS take new members? Sadly no!
How should you take the PSS once you retire? Pension, Lump Sum or Combination?
Start thinking about your PSS with the end in mind – the sooner you start the better!
An offer for a free appointment to talk about your own financial planning needs.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/05/29.05.2020-The-Strategy-Stacker-Luke-Talks-Money.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Would you like advice about your PSS and retirement plans?
Make an appointment to catch up with Luke over the phone or via video conference. Appointments at the office will also return very shortly!
Envision 2CC offer: Your first appointment is at our cost – even over the phone or by video chat. Make an appointment to confidentially discuss your PSS and retirement goals. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
...more
19min
May 25, 2020 Luke on 2CC – Tax deduction planning and June 30
Start your EOFY tax deduction planning now Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 22 May 2020 and the topic: Tax deduction planning and the end of financial year. In today’s topic Financial Planner Luke Smith joins Leon to explore the opportunities around planning for the end of financial … Luke on 2CC – Tax deduction planning and June 30 Read More »
...more
20min
May 25, 2020Luke on 2CC – Tax deduction planning and June 30
Start your EOFY tax deduction planning now

Luke Smith joined 2CC Talking Canberra 1206AM.
The Money Show aired on Friday 22 May 2020 and the topic: Tax deduction planning and the end of financial year.
In today’s topic Financial Planner Luke Smith joins Leon to explore the opportunities around planning for the end of financial year. They start the show though with a drum roll, after 8 weeks Luke joins Leon back in the studio. Australia has done better than others to manage Covid-19 and let’s hope the good results continue as we slowly emerge back to pre-covid life.
Key highlights include:
Working from home during Covid-19? There’s a tax deduction there.
Personal deductible contributions to boost your super and save tax. Don’t forget about the $25,000 limit and the carry forward credits that you might not have used from last year!
Pre-paying interest on an investment loan where the interest is tax deductible
Claiming income protection premiums, where the insurance is held in your name
Self employed opportunites – The 150k Instant Asset Write Off, this includes second hand good purchases too!
Pre-retirement strategies – using pension payments to fund personal deductible contributions to boost your super and save tax!
How do you make the most of your options?
The 30th June in 2020 falls on a Tuesday, but don’t leave it to the last minute to plan – start now.
An offer for a free appointment to talk about your own financial planning needs.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/05/22.05.2020-The-Strategy-Stacker-Luke-Talks-Money.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Are you ready to take advantage of your financial options?
Make an appointment to catch up with Luke over the phone or via video conference. Appointments at the office will return once the Covid-19 has passed, shortly we hope!
Envision 2CC offer: Your first appointment is at our cost – even over the phone or by video chat. Make an appointment to confidentially discuss your investment, personal insurance or retirement matters. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
...more
20min

FAQs about The Strategy Stacker - Luke Talks Money:

How many episodes does The Strategy Stacker - Luke Talks Money have?

The podcast currently has 473 episodes available.

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