Downsizer contributions offer individuals a unique opportunity to optimize their retirement savings strategy by leveraging the proceeds from the sale of their home.

In this episode, your host Garry Johnston speaks to Senior SMSF Technical Specialist Anthony Cullen, to dive into the ins and outs of downsizer contributions. Anthony will answer some common questions regarding downsizer contribution, such as eligibility criteria, reporting requirements and how they interact with other retirement strategies.

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits.

Subscribe here: https://bit.ly/3MknEE4

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.

CREDITS

Host: Garry Johnston, National Manager – Software Sales, SuperConcepts

Guest: Anthony Cullen, Senior SMSF Technical Specialist, SuperConcepts

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.

Open Banking is reshaping the SMSF landscape. With the ability to securely access real-time financial data from various accounts, SMSF trustees will be able to obtain data faster, to get a holistic view of their funds.

In today’s episode, we’re diving into the exciting and increasingly important world of Open Banking. Your host Jessica Griffith speaks to, Grant Augustin, Founder & Managing Director at SISS Data Services and Damien Wright, Executive Manager, Supplier Integration at SuperConcepts, who will help us understand what you need to know, from consent, security, to no passwords!

LINKS

Unlock the benefits of Open Banking with SuperMate!

Discover how SuperMate can help streamline your SMSF accounting and simplify the management of your clients' SMSFs.

To explore the potential of SuperMate, visit our website and watch a demo today!

#FindYourSuperMate: https://bit.ly/43Gjizj

Consumer Data Right website: www.cdr.gov.au 

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au

CREDITS

Host: Jessica Griffith

Guests: Grant Augustin, Founder & Managing Director at SISS Data Services

             Damien Wright, Executive Manager, Supplier Integration at SuperConcepts

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinions stated by a podcast guest are the personal views and opinions of these individuals only and don’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf 

Many SMSFs invest in traditional investments such as shares, bonds, cash and property. However, did you know they can also invest in private companies and unit trusts linked to those associated with the fund?

Unit trusts offer SMSFs broader investment access, flexibility, and simplified reporting. However, incorrect decisions can lead to tax liabilities and compliance issues.

In this episode, your host Jessica Griffith speaks to Graeme Colley, Executive Manager - SMSF Technical & Private Wealth, to dive into the topic of investing in unit trusts within an SMSF and what factors trustees should consider.

LINKS

Want to learn more about SMSFs? 

Continue your SMSF journey with our FREE insights email program.

This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bit-size bits.

Subscribe here: https://bit.ly/3MknEE4

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at podcast@superconcepts.com.au.

CREDITS

Host: Jessica Griffith

Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf.