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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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show series
 
Wrapping up the series, Chris goes through a health check for your SMSF as a good way to get started with taking your Fund to the next level, and why a general review of your Fund is your first step. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist…
 
The death or loss of capacity of a member can be a disaster for an SMSF. Chris is joined by Business Concept Group’s Sarah Power as they cover the often neglected area of estate planning and loss of capacity planning within SMSF’s. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning […]…
 
Chris shares 5 key tax strategies every SMSF Fund trustee should consider. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistAv Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
 
Sarah Power of Business Concepts Group joins Chris in this episode about bringing the next generation into your SMSF. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistAv Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
 
Why borrow and when is it suitable in an SMSF? What are the different strategies available? Chris is joined by Business Concepts Group’s Sarah Power, and Domenic Suleman as they discuss gearing strategies within SMSF. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist…
 
Discusses property investing within Super, covering general rental type properties through to business premises, joint investments as well as property development and farmland. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistAv Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
 
Have your Fund up to date and ready to go. Discusses individual vs corporate trustees, the importance of keeping your deed and investment strategy current. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistAv Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
 
This eight part Podcast series discusses all of the key areas of an SMSF and is aimed to assist SMSF trustees get the most out of their Fund. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistAv Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
 
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