In today's episode of The SMSF Experts, we’re looking into the essential strategies and insights needed to manage a successful Self-Managed Super Fund. From foundational principles to advanced techniques for tax efficiency and investment diversification, we cover key areas that can make a big impact on your SMSF journey. Joining us is Liam Short, Managing Director of Sonas Wealth. With over 30 years of experience in financial services, Liam is renowned for his practical, holistic approach to helping people take control of their wealth.
(01:36) The Evolution of Financial Planning
(04:03) Setting Up Your First SMSF: Key Advice
(05:30) Understanding SMSF Returns and Risks
(07:31) The Importance of an Exit Strategy
(11:43) Current Trends in SMSF Investments
(17:34) Common Mistakes and How to Avoid Them
(21:34) The Importance of Trustee Compliance
(21:57) Creating an Investment Portfolio for SMSF Clients
(24:13) The Role of Education in Early Super Contributions
(26:57) Regularly Reviewing and Updating Investment Strategies
(33:33) Navigating the New Division 296 Tax
(36:03) Family Dynamics in SMSF Management
(39:34) Interest Rates and Investment Strategies
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