In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss the pros and cons of SMSFs, super reform and where SMSFs are heading in the future.
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SuperGuardian Website
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You can get a transcript of this podcast here
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SMSF Series #5 – Tim Miller
In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss …
-
SMSF Series #4 – Allister Sutherland
Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks …
-
SMSF Series #3 – Aaron Dunn
Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and …
-
SMSF Series #2 – Tracey Scotchbrook
Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have …
-
SMSF Series #1 – Shelley Banton
Shelley is the Head of Education at ASF Audits, one of Australia’s largest independent SMSF Auditors. She joins …
-
SMSF Series #5 – Tim Miller
In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss …
-
SMSF Series #4 – Allister Sutherland
Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks …
-
SMSF Series #3 – Aaron Dunn
Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and …
-
SMSF Series #2 – Tracey Scotchbrook
Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have …
-
SMSF Series #1 – Shelley Banton
Shelley is the Head of Education at ASF Audits, one of Australia’s largest independent SMSF Auditors. She joins …
-
SMSF Series #5 – Tim Miller
In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss …
-
SMSF Series #4 – Allister Sutherland
Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks …
-
SMSF Series #3 – Aaron Dunn
Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and …
-
SMSF Series #2 – Tracey Scotchbrook
Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have …
-
SMSF Series #1 – Shelley Banton
Shelley is the Head of Education at ASF Audits, one of Australia’s largest independent SMSF Auditors. She joins …
-
#499 Natasha Warnakula
Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri …
-
AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
-
Investment Podcast #25 – Risk Targeted Investing
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host …
-
AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
-
#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
-
Investment Feed Insights #2
In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to …
-
Investment Podcast #26 – Investing Experience During Volatility
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, …
-
AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
-
#500 Marcus Boadle
Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from …
-
AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
-
#499 Natasha Warnakula
Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri …
-
AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
-
Investment Podcast #25 – Risk Targeted Investing
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host …
-
AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
-
#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
-
Investment Feed Insights #2
In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to …
-
Investment Podcast #26 – Investing Experience During Volatility
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, …
-
AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
-
#500 Marcus Boadle
Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from …
-
AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …