show episodes
 
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EON Financial Group SMSF Podcast
 
EON Financial Group SMSF Podcast brings you a monthly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your wisdom to help you achieve better results from your self managed super fund.
 
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TheDunnThing - SMSF Dunn Right
 
The SMSF Podcast show - where leading SMSF authority, Aaron Dunn shows how SMSF is Dunn Right
 
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
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SMSF News and Strategies Podcast Show
 
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
 
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Your Money Your Life Personal Finance Podcast with Gavin Martin
 
Your Money Your Life helps you take the next step on your financial journey and therefore your life journey. Whether you are doing really well financially or you are in the process of learning how to win Your Money Your Life is here to help. We answer your questions left on our voice mail feedback line 1300 275 428 We address all topics money related including investing, property, retirement, transition to retirement, superannuation, relationships and money, small business, goal setting, sav ...
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
The podcast for Accountants where you'll get inspiring interviews, tips and strategies, to help you grow your SMSF, property & advisory practice.
 
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BCG Women in Focus Podcast Series: Women in Business | Financial Planning | Investing | Superannuation | Estate Planning
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
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News and Views Podcasts
Monthly
 
The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCG’s Chris Reed in hosting the SMSF News ...
 
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show series
 
In our latest episode, we discuss the latest SMSF news as well as the benefits and strategies for members of a couple to equalise their account balances under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode…
 
In our latest episode, we discuss the latest SMSF news as well as tax saving pension strategies under the new super rules. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
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EON Financial Group SMSF Podcast
 
EON speak to Michelle Gibbings from Change Meridian about decision making in your Self Managed Super Fund. There are many decisions to make before, during and to end a Self Managed Super Fund. Michelle introduces a decision making framework setting a successful structure to make decisions judging the importance of the decision how to avoid proc ...…
 
Financial Autonomy is about managing and planning for major transitions in life. A transition that many of us face unfortunately is divorce. I understand researchers have found that going through a divorce can be one of the most stressful things you can experience in life. As a financial planner, I often work with clients who have been through ...…
 
EON speak to David Erdonmez from fixed income manager PIMCO about fixed interest and the impact of rising interest rates on fixed income portfolio's. We discuss the characteristics of fixed income how rising interest rates are likely to impact why should maintain exposure to fixed income in your SMSF the current outlook for fixed income the dif ...…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
It can be easy to forget that at one point in time the information you are now delivering to your clients was also new to you and you might have needed help understanding it. The delivery often requires just as much attention as the message and in this weeks show we had Mike Barnes share how he creates and delivers stories to his clients in ord ...…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Today there are tools at our fingertips which are helping level the playing field of advisors, experience alone just isn't enough anymore and while your 10,000 applied hours are still necessary, there needs to be more to the professional you of the future that only a greater source of data can provide. Big data is here.…
 
In our latest episode, we discuss the top 10 reasons to have a sole purpose corporate trustee for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
When asked questions around who they go to for business advice a large proportion of a recent AFR survey gave responses other than their Accountant, in fact the data showed a very interesting set of repsonses. We caught up with Chris Hooper from Accodex to talk through it.
 
Peter Kell the Deputy Chair at ASIC tells Ross about the dangers of people spruiking property for their self managed super fund
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Kane Munro from Active Outsourcing is on the show to help us understand a little more about the how, what & why an Accountant would engage an outsourcing firm that specialises in the Financial Services space.
 
In our latest episode, we bring you part two of our end of financial year planning SMSF’s and a quick 2017 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Data is becoming an increasingly important asset to business owners that want to understand their operation better and find the metrics that are truly driving their business forward so they can focus on them. Guy Pearson shares with us how as an Accountant you can utilise different systems and the aggregate data they provide to benchmark agains ...…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Customer experiences come in all different shapes and sizes, this week we discuss the impact of your office as a first impression and the overall experience that you're creating for your customers and how that translates to a better customer experience and new business.
 
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Financial Services Council
 
Why is it that Australian women are retiring with superannuation balances 47% lower than men?It’s a staggering fact… And there are real and severe consequences of this gender inequality in personal savings. For example we’re now seeing women over the age of 55 becoming the fastest growing demographic of homeless people in Australia.This week, w ...…
 
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EON Financial Group SMSF Podcast
 
EON speak to Peter August from the Melbourne Mint about the benefits of owning physical gold in your Self Managed Super Fund. We delve into the historical significance of gold importance of gold backing currencies the purchasing power of gold over centuries the impact of currency printing on the value of money a monopoly example to show the imp ...…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Historically we have been self reliant on seeking out professional development and mentors in the pursuit of furthering our career and businesses. In this episode we discuss a community based business model that helps Accounting professionals work on their career and engage with others in a mentoring capacity, an absolute game changer for those ...…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Michael 'MC' Carter tells us about the keys to marketing success when venturing into the advisory space and how he has been able to assist small firms compete and win against larger competitors.
 
Margaret Lomas interviews Paul Rickard about what is an SMSF and who should set one up. This was the expert interview from S07 E01 of Property Success with Margaret Lomas.
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Steph Hinds talks us through Social Media best practice and how to get started. She found her voice (and many clients as a result) in a crowded marketplace by creating a laser focus on the customers she wanted to attract and delivering content they were looking for.
 
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Margaret Lomas Property Investor Podcasts
 
Margaret talks about buying property throught a Self Managed Super Fund.
 
Name: In The Slipstream – Episode #12 Artist: Brenton Ward & Peter Johnson Album Artist: Brenton Ward & Peter Johnson Grouping: In the Slipstream Podcast – The SMSF Expert – What Accountants need to know Genre: Podcast DESCRIPTION SUMMARY OF PODCAST In this second part of a two part series, Brenton Ward continues the discussion with The SMSF Ex ...…
 
Name: In The Slipstream – Episode #12 Artist: Brenton Ward & Peter Johnson Album Artist: Brenton Ward & Peter Johnson Grouping: In the Slipstream Podcast – The SMSF Expert – What Accountants need to know Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Brenton Ward talks with The SMSF Expert’s Peter Johnson to demystify some of the technicalities ...…
 
Brenton Ward talks with The SMSF Expert’s Peter Johnson to demystify some of the things around giving advice on SMSF since the lifting of the accountants exemption in July 2016 The post Episode 12 – Webinar with Peter Johnson – The SMSF Expert appeared first on Slipstream Coaching.
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
When buying Real Estate there's many and varied things to consider, this week we touch on the physical aspects of a property that need to be taken into account pre-purchase along with a contract related scenario that will make you think twice before jumoing into something that may be too good to be true.…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
On-boarding new staff can be time consuming and tedious which Dominic Kluz saw as an opportunity. He's managed to solve the problem with Super Albert which helps business owners from SME's to large corporates streamline a previously clunky & manual process, all the while enabling the employee to make smart decisions about a generally overlooked ...…
 
This week on Financial Anarchists, Jordan Eliseo, Chief Economist for ABC Bullion joins the podcast to talk about all things gold. In this episode: Kris and Jordan discuss: Gold as an investment… The impact rising interest rates will have on the gold price… How gold is a slap in the face of professional fund managers… The differences between Go ...…
 
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Wise Accounting Podcast (WAP)
 
Those that know us, know that we are big tech fans, be that hardware or software. One of our favourite Software as a Service providers are Class | Super who allow us to prepare our SMSF fund compliance matters at a level of efficiency we simply have not experienced before. Further to this Class Limited have gone from a private company to a list ...…
 
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EON Financial Group SMSF Podcast
 
EON speak to Jack Lowenstein from Morphic Asset Management about their global Ethical Investment Listed Investment Company. Chad Slater & Jack Lowenstein have a rich history in ethical investment, having been at Hunter Hall during its glory days. Morphic Asset Management have a strong risk management focus which we talk about in depth. This dis ...…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Joel Robbie from nod.money gives us his take on how the advisory industry is changing and what you can do to be at the forefront of technology and customer consideration. From what to expect by working with nod, to how you can enhance your own customer experience for better outcomes and long term business relationships.…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Simon Clarke from Aviate Group tells us about the amount of research required to pinpoint particular areas and property types that will actually perform as desired. He also gives a case study about a client who almost bought a dud and how through research he was able to help them avoid a big mistake now and into the future.…
 
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Beyond Accounting Podcast: Inspiring interviews, tips and strategies, to help grow your SMSF, property & advisory practice.
 
Mike Mortlock from MCG Quantity Surveyors talks all things Depreciation and how best to maximise your Tax Return by ensuring that you're not leaving any deductions unknown. From what is a Scrapping Schedule and how it varies to a Depreciation Schedule to when should you consider taking action and how.…
 
An update on the ATO’s top compliance issues, plus decisions SMSF trustees need to make relating to the super changes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
We hope you enjoyed the first part of this two-part special guest week episode! In the second instalment of this episode with Nicole Faid; Bryce, Ben and Nicole all go into more detail concerning conveyancing, whilst focusing on some of [...] CONTINUE READING The post Episode 107 (Part 2) | Contract Reviews, Off The Plan and SMSF Purchases and ...…
 
We hope you enjoyed the first part of this two-part special guest week episode! In the second instalment of this episode with Nicole Faid; Bryce, Ben and Nicole all go into more detail concerning conveyancing, whilst focusing on some of [...] CONTINUE READING The post Episode 107 (Part 2) | Contract Reviews, Off The Plan and SMSF Purchases and ...…
 
We hope you enjoyed the first part of this two-part special guest week episode! In the second instalment of this episode with Nicole Faid; Bryce, Ben and Nicole all go into more detail concerning conveyancing, whilst focusing on some of [...] CONTINUE READING The post Episode 107 (Part 2) | Contract Reviews, Off The Plan and SMSF Purchases and ...…
 
We hope you enjoyed the first part of this two-part special guest week episode! In the second instalment of this episode with Nicole Faid; Bryce, Ben and Nicole all go into more detail concerning conveyancing, whilst focusing on some of [...] CONTINUE READING The post Episode 107 (Part 2) | Contract Reviews, Off The Plan and SMSF Purchases and ...…
 
From 1 July 2016, all accountants are required to be covered by an AFS licence to give financial advice about SMSFs. During 2017 ASIC will be undertaking surveillance of accountants both licensed and unlicensed to test accountants compliance with the new obligations.
 
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EON Financial Group SMSF Podcast
 
EON speak to Michael Aked from Research Affiliates about Fundamental Indexing. Fundamental Indexing is an alternative to Market Cap weighted indexing using sales, dividends, growth and book value to weight the stocks in the index. Research Affiliates introduced Fundamental Indexing as a result of the Tech Bubble in the early 2000’s. They could ...…
 
An update on some aged based issues to consider, a review of fund estate planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist Read more about this Episode
 
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EON Financial Group SMSF Podcast
 
EON Speak to Owen Hegarty from EMR Capital, a former director of Fortescue Metals Group, former CEO of Oxiana Resources and resource company investor. Owen has built vast wealth for shareholders over his career. We are grateful that Owen shares his experience and knowledge on: · How he became involved in the mining industry · Building Oxiana · ...…
 
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EON Financial Group SMSF Podcast
 
EON speak to Michael Glennon from Glennon investment management about his love of investing in Smaller companies. Michael has a long history of investing in small companies and provides valuable insight into this profitable opportunity for SMSF trustees. We discuss: Michael's history in investing Why he started Glennon Investment Management and ...…
 
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EON Financial Group SMSF Podcast
 
EON speak to David Bassanese, Senior Economist from BETASHARES Exchange Traded Funds, reviewing the economy in 2016, his outlook for 2017 and the flow of funds since Donald Trump was elected president. This is an episode with valuable information for all trustees. We cover: An economic review of 2016 Australian economy Australian share market A ...…
 
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EON Financial Group SMSF Podcast
 
2016 Making the break is a compilation of the some of the best content from the EON Financial Group SMSF podcast over 2016. Guests include: Simon Michelle from FIIG Miriam Sandkuhler from Property Mavens Chad Slater from Morphic Asset Management Simon Shields from Monash Absolute Return Pamela & Meaghan from Burke & Associates Douglas Isles fro ...…
 
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EON Financial Group SMSF Podcast
 
EON speak to Douglas Isles from Platinum International about the global change in the last 6 months, the outlook for 2017 and the noise around Platinum on performance. We discuss: High valuations in the US Positioning of the Platinum International Fund Opportunities in Europe & Asia Japan The short sellers in Platinum stock Compound your wisdom!…
 
Mark Wenzel, Principal of EON Financial Group, discusses the changes to the contribution limits for Super Funds coming into effect on the 1st July 2017. Topics discussed include: Taxable contributions Non-taxable contributions Contribution splitting Strategies to consider for your SMSF Who can benefit most Opportunity cost of not taking action ...…
 
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