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Contenido proporcionado por Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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SMSF: Understanding planning and strategies for older clients

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Contenido proporcionado por Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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.
  continue reading

271 episodios

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iconCompartir
 
Manage episode 439627503 series 2774996
Contenido proporcionado por Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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.
  continue reading

271 episodios

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