Best Nathan Fradley Podcasts (2025)

1
006 Don't Leave your Super to your Ex 16:02

22h ago16:02

16:02

This episode discusses the critical aspects of death benefits in superannuation, focusing on the importance of updating beneficiary nominations to avoid unintended consequences, such as leaving benefits to an ex-spouse. The conversation covers the mechanics of beneficiary nominations, the implications of tax dependents, and the integration of super…

1
005 Reduce Capital Gains on your Property using Super 16:16

4d ago16:16

16:16

In this episode, Nathan Fradley and Jordan discuss the complexities of capital gains tax, particularly in relation to property sales and how individuals can strategically reduce their tax liabilities through superannuation contributions. They explore the differences between concessional and non-concessional contributions, the importance of understa…

1
S5E3 Ongoing Advice Efficiency with Selin Ertac 56:33

5d ago56:33

56:33

In this episode of Challenge the Standard in Financial Advice, the boys welcome Celine Ertak from Tangelo Advice Consulting. They discuss the evolution of Tangelo, the importance of compliance as an outcome of good business practices, and the challenges faced by financial advice firms in establishing clear strategies. The conversation delves into t…

1
In the matter of Cryptai Pty Ltd (No 2) [2025] VSC 217 9:07

8d ago9:07

9:07

“Don’t call the meeting to sell those shares!” ___ P was a shareholder in D1. D1 owned Techshares, shares in TechCo: [1] D1 did not trade. Its purpose was holding Techshares: [16] The Techshares were illiquid: [25], [26] A GM of D1 was called proposing D1 would either (i) sell the Techshares to a specified purchaser or (ii) failing that, go into MV…

1
004 Using your Super to pay your Mortgage 23:50

8d ago23:50

23:50

In this episode, Nathan Fradley and Jordan Varka explore the complex decision of whether to pay off a mortgage using superannuation. This is a common question for financial advisers, balancing the financial aspects: the fundamentals of superannuation, preservation age, tax implications, and with the personal and emotional considerations such as wor…

1
S5E2 Ongoing Advice Series - Legislation & Regulations 58:56

12d ago58:56

58:56

Starting off a new series with an episode dedicated to reviewing legislation and regulations might, for any other podcast, be pretty dull. But that's exactly what Jordan and Nathan take on this week - what the actual legislative and regulatory background is when it comes to Ongoing Advice. From INFO256 to INFO286, pre-FoFA, Corps Act and the docume…

1
003 How does Aged Care work in Australia? 24:54

13d ago24:54

24:54

Summary This episode provides an introductory overview of aged care in Australia, discussing the different types of aged care services, the assessment process, and the financial implications involved. The conversation highlights common misconceptions about aged care, the importance of home care, and the emotional challenges families face when makin…

1
002 The Light at the End of Tunnel of Divorce 26:10

13d ago26:10

26:10

In this episode, Nathan Fradley and Jordan Vaka discuss the emotional and practical aspects of navigating life after separation or divorce. They emphasize the importance of understanding the grief process, making strategic decisions, and the role of professionals in guiding individuals through this challenging time. The conversation highlights the …

1
000 Welcome to the Podcast 4:32

13d ago4:32

4:32

An short introductory episode, where our hosts Nathan and Jordan take you through what you can expect from this podcast, and why they wanted to make it. Nathan: [email protected] www.nathanfradley.com.au Jordan: [email protected] www.planningsolo.com.au The information contained in this podcast is general in nature and does not t…

1
S5E1 Intro to Our Ongoing Advice Series 56:31

19d ago56:31

56:31

After the success of our series on the ins and outs of the PY, Nathan and Jordan have decided to launch another series focused on a very specific, very important part of financial advice - Ongoing Advice. In this week's episode, they walk through their plans for the series, as well as where they're coming from as they embark down this path. They ag…

1
In the matter of Heartland Group Pty Limited [2025] NSWSC 367 8:53

26d ago8:53

8:53

www.gravamen.com.au “We need the Court’s help to call a meeting of the company!” ___ P sought s249G orders to call a members meeting of a Co, D1, to consider certain special resol’ns. D4 opposed the application. (D4 was a director of D1, D2, and D3.): [1] D1, and the parties generally, were part of a larger corporate group: [2] D2 held 599 of the 6…

1
S4E20 Neurodiversity with Katherine Spitzkowsky 1:08:36

26d ago1:08:36

1:08:36

This week's episode is a must-listen, especially for any business owners or managers out there. Katherine Spitzkowsky, of Yulania Financial, takes us through the power of meeting people where they are - clients, staff, family, friends. She helps us explore the realities of working with the neurodiverse population and shows the care and attention th…

1
S4E19 Discussing Big Issues with Sarah Abood 1:07:43

1M ago1:07:43

1:07:43

In this week's episode, Nathan and Jordan speak with Sarah Abood, CEO of the FAAA. Sarah and her team have been in the front lines for all of the big fights affecting advice in recent years, from: The outrageous debacle that is CSLR The quicksand that's been the QAR > DBFO stream The ballooning costs of providing advice And the myriad of other issu…

1
S4E18 Q & A 59:54

2M ago59:54

59:54

We're mixing it up this week - breaking away from our usual programming around one big topic, to answering a handful of the questions we've had come through. Ranging from dealing with overly-long SoAs, the power of peer groups, living in a vertical house of integrated conflicts, the questions are universally interesting, well-worded and powerful. T…

1
S4E17 'Fixing' SoAs 1:04:44

2M ago1:04:44

1:04:44

Aren't SoAs just the worst? Clients hate them. Regulators hate them. We hate them. If only the DBFO changes had have swept them away and saved us. Instead, we get stuck with that throwback to the 80s - the CAR. Nothing's changed, what're they doing, come on. Well. Yes and no, is our argument in this week's episode. You're right - nothings really ch…

1
Li v Perpetual Holdings Pty Ltd [2025] NSWSC 175 11:48

2M ago11:48

11:48

“That loan was for a purpose. Pay it back!” ___ P sued natural persons and Cos. D1 was not served and D2 was bankrupt, leaving P to pursue Cos only: [9] P’s dad spoke with D1 and D2 about an investment. P later transferred $9.2m to one of the DCos: [3], [5] There was no written agreement: [6] In 2017, all agreed the $9.2m would be used for property…

1
James d'Apice, Jordan Vaka, and Nathan Fradley | Challenge the Standard Podcast March 2025 1:09:23

2M ago1:09:23

1:09:23

This is probably my favourite podcast to appear on as a guest! Another great discussion with Jordan and Nathan about life, branding, Drake v Kendrick, hourly rates, touch football results, and how to chart a principled path in professional services. Enjoy! You can find Jordan's and Nathan's pod here: https://podcasts.apple.com/au/podcast/challenge-…

1
S4E16 Branding with Abi Gatling 1:01:03

2M ago1:01:03

1:01:03

A recurring theme in this latest series is the idea that being clear on who you love to serve, how you serve them and the value you provide them is, really, the key to success in financial advice. Entwined with this idea is the importance of how you're branding yourself - as a practitioner, business owner and professional. Which is why we've invite…

1
Stay or Go?: Part One, Corporate Oppression | Jonathon Dooley of Greenway Chambers and James d'Apice of Gravamen on Corporate Oppression for BenchTV 1:00:35

2M ago1:00:35

1:00:35

As part of a series of three talks together, James d'Apice recently joined eminent senior junior barrister Jonathon Dooley of Greenway Chambers to discuss the law of Corporate Oppression. This is Jonathon's and James' first talk about the big ticket items when advising your shareholder clients whether they want to *stay* or whether they want to *go…

1
S4E15 Growing a Firm with James D'Apice 1:09:24

2M ago1:09:24

1:09:24

We were going to call this one 'Return of the D'Ap', in line with the Mark Morrison classic jam. But, as with all things Challenge the Standard, we've gone the more professional and serious route for this return episode with James D'Apice. Founder of Gravamen. purveyor of Coffees and Case Notes, prolific podcast participant, you probably know James…

1
S4E14 The Review SoA Dilemma 1:01:00

3M ago1:01:00

1:01:00

It's an ethical dilemma all advisers have faced - should you charge ongoing clients for new SoAs? And if you should, then how do you do it? Or, if you think you shouldn't - why not? This week's episode sees Jordan and Nathan explore this potentially thorny topic, but with the clear goal of unpacking why this is something that makes so many of us fe…

1
S4E13 Cybersecurity 1:11:56

3M ago1:11:56

1:11:56

This week's episode is a unique one - informative and terrifying. Well, terrifying if you're as nervous about a cyber breach as Jordan is. Our guest this week, the unflappable Fraser Jack, joins Nathan in more calmly exploring the importance of cybersecurity for professional service firms. Fraser takes us through: Their approach, which involves sta…

1
Gillespie v Gillespie [2025] NSWCA 24 8:46

3M ago8:46

8:46

"You need to show good faith to sue on the Co's behalf!" ___ A sought to bring a derivative suit on behalf of TCo. TCo was trustee of a trust. A was a principal benef of the trust: [3] Pursuant to the trust deed, absent a resol from TCo the trust’s income would be paid to the trust’s principal benefs: [3] From 1988 to 1994 A was a director of TCo: …

1
S4E12 Adviser Activity 1:03:32

3M ago1:03:32

1:03:32

In a worryingly slow turnaround time, this week's episode is a full 7 days after Nathan wrote, published and shared our survey around The Activity of the Average Adviser. We're disappointed at taking nearly half as long as your average insurance amendment quote, so would like to apologise to our listeners. Even so, hopefully you enjoy our examinati…

1
In the matter of Macarthur Farm Pty Ltd [2025] NSWSC 40 9:17

3M ago9:17

9:17

“Repay that tax refund into the trust!”___P was a Unit TeeCo incorporated by D1. D3 (whose sole dir and s/holder was D1) was the sole unitholder. D2 was D1’s spouse: [1] - [3]D1 incorporated P to buy a valuable piece of land (“Property”). P borrowed the funds from Lender for that: [4]After completion, D1 caused P to lodge a BAS. The resultant refun…

1
S4E11 Tech Stack 1:00:09

3M ago1:00:09

1:00:09

It's fun, shiny and exciting - but is chasing the newest part of your tech stack really going to help you with your business? In this week's episode, Nathan and Jordan unpack the role of the tech stack you use in your practice. They discuss: What's the best approach to searching out new tech? What are some of the pitfalls to avoid? Will new tech so…

1
S4E10 Connecting & Referring 44:24

3M ago44:24

44:24

Every successful (throwback to last week) advisory practice will have found a way to bring more referrals into the business. But, in this weeks episode, Jordan and Nathan explore some of the other parts of the referral equation. For instance: Is there such a thing as a 'bad' referral? How can you increase the chances of a referral contributing to t…

1
S4E9 Defining Success 56:51

4M ago56:51

56:51

What makes a 'successful' financial adviser? Do you feel like a successful financial adviser? If not, why not? This week's episode is all about answering these questions (and a few more). Jordan and Nathan highlight: The importance of defining your own version of success Why articulating and sharing that with the people around you matters The metri…

1
QLD Keystone Pty Limited [2024] NSWSC 1678 10:18

4M ago10:18

10:18

“You can’t run that claim. You’ll expose the Co to a cross-claim!” ___ P sought, among other things, s236 leave to sue D on the Co’s behalf for $110k: [2], [3] P held 70% of the shares in the Co, and an entity related to D held 10%. The Co was no longer active: [4], [10], [25] The issue was: D caused $110K to be transferred from the Co to one of D’…

1
S4E8 Preferred Products 49:40

4M ago49:40

49:40

As an Australian financial adviser, you've heard of your Approved Product List, or APL. But do you have a Preferred Product List, or PPL (we're making it a thing). Of course you have the product you prefer, but how robust is the methodology you've used to build that out? Is it aligned with your ideal client, the space you work in, your investment p…

1
S4E7 Ethical Investing 54:31

4M ago54:31

54:31

How do you approach the ethical investing conversation with your clients? Open discussion? Advocate for the option? Or just avoid it and hope they don't ask? (Don't feel bad if this is you - you might be in the majority). In this week's episode, Nathan and Jordan explore this very big, somewhat intimidating topic. And, as always, the aim is to expl…

1
S4E6 Granny Flat Rights 1:07:42

4M ago1:07:42

1:07:42

After last week's digression down rant-y alley, this week we explore the more interesting, technically fascinating topic of Granny Flat Rights. What they are, why they matter, how financial advisers can help and the (many, many) traps to avoid as you're helping clients navigate this complex space. This is one of the more techincally complex topics …

1
S4E5 Licensing (50th Episode!) 1:02:01

4M ago1:02:01

1:02:01

So, somehow, we've hit 50 episodes! And to celebrate, Nathan's allowed Jordan to climb up on his soapbox and wax lyrical about his favourite subject in advice - Licensing. While he insisted on keeping it relatively constructive and useful, Jordan still manages to provide his, uh, unvarnished thoughts on the merits of the current system. Nathan's pa…

1
S4E4 Marketing 58:45

5M ago58:45

58:45

Building an outstanding financial planning practice boils down to two, simple (but not easy) ideas - finding new people to work with, and making the process of working together efficient, effective and excellent. Jordan and Nathan have discussed the second part of that equation - now it's for the first part: finding new people to work with. In this…

1
S4E3 Oh No, A Clip Episode! 55:07

5M ago55:07

55:07

Don't you hate it when you are really getting into a 2000's sitcom, and the writers go on leave mid season, so the producers peice together a clip episode of throw back moments from throughout the show? Well, I hope not, because that's what we have gone and done. With a full year of episodes under our belt, Nathan thought it would be great look gla…

1
S4E2 Onboarding Process 1:00:41

5M ago1:00:41

1:00:41

How do you feel about the process you follow when you're bringing on clients? Are you one of those unicorns we hear about that has every, single element nailed down so the whole thing is tight as a drum? Or are you like the rest of us - it's fine. I mean, it could be better, but it could be worse. Right? Right...? Well, in this week's episode, Nath…

1
S4E1 Christmas Client Conversations 1:00:31

6M ago1:00:31

1:00:31

Advisers are, famously, an empathetic bunch of people. So, let's imagine a situation our clients could very possibly find themselves in this festive season. Christmas lunch with the extended family. The matriarch of the family is at the head of the table, with the various siblings, cousins, in-laws and hangers on scattered around the festive tablec…

1
S3E6 The PY Series Wrap Up 40:15

6M ago40:15

40:15

Following what was a steep learning curve for both of our hosts, in this episode Jordan and Nathan reflect on each episode and wrap up their thoughts on best practice for PY. They cover The importance of communication and structure for a PY. The cost/investment in the PY for a business Staging PYs for greater skill and advice capability in your bus…

1
Gainer Associates Pty Limited [2024] NSWSC 1437 5:39

6M ago5:39

5:39

"Pay the trust's funds to the estate!" ___ A Tee was the trustee of a trust with about $2.8m in assets. The trust had two beneficiaries, Spouse 1 and Spouse 2: [2], [8] Spouse 1 died in 2014 bequeathing their estate entirely to Spouse 2: [2], [11] The Tee lost the trust deed: [2] While general law dictated some of the terms of the trust, having los…

1
S3E5 Letters to the Editor 41:06

6M ago41:06

41:06

As part of preparing for this PY series, Nathan and Jordan put together a survey and asked people to provide some feedback on their experience of the PY. Employees. Business owners. Partners. Associates. Anybody with an opinion on the subject. In an outcome both surprising and gratifying for Nathan and Jordan, people actually responded! And their a…

1
S3E4 PY Insights with Danielle Waugh 48:48

6M ago48:48

48:48

This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about: TAL's commitment and contribution to the PY process Insights she's found from working with multiple practices, across multiple licensees Why some of the terminology can be a little bit misleading This is a really interesting discussion…

1
Macquarie Retail Pty Ltd v Dexus Capital Funds Management Ltd [2024] NSWSC 1413 9:54

7M ago9:54

9:54

“Hey! You can’t transfer your shopping centre stake to them!” ____ Two contracts governed the relationship between co-owners of a large, suburban shopping centre: [1] In 2012 the co-owners were P as to 50%, and two other entities in the same group for 25% each: [2] The arrangement contained rights regarding share transfers; the breach of which allo…

1
Warner Capital v Shazbot [2024] NSWCA 245 8:58

7M ago8:58

8:58

“The partnership’s book is a liability, not an asset!” ___ A and R operated an insolvency practice in partnership. Like many such businesses, it would build up “WIP” in a matter and that WIP would be paid (or not) over time: [3], [4], [6] The business was profitable: [49] In September 2014, A ended the partnership electing to go out on their own wi…

1
S3E3 The Next Generation of Adviser with Alisdair Barr 53:20

7M ago53:20

53:20

This episode of our Professional Year 'mini-series' is all about that pathway from university to the world of advice - and where the PY piece fits into that entire puzzle. Nathan and Jordan are joined by Alisdair Barr of Striver, a key player in the recruitment, training and retention of new talent in advice. Alisdair takes us through: Their ambiti…

1
S3E2 A PY Structure with Phil Thompson 1:03:26

7M ago1:03:26

1:03:26

In this week's episode, Jordan and Nathan are continuing their exploration of the Professional Year. They're joined by Phil Thompson from Skye Wealth this week, who with his characteristic openness and generosity, shares the structure they've built to help people grow through the PY. Phil explains: The structure they've built to bring on, develop a…

1
S3E1 Intro to Our PY Series 42:51

7M ago42:51

42:51

So, what's the deal with this professional year thing? How's it work, why do we have it, what's wrong with it - what's right with it? In this week's quick episode, Jordan and Nathan introduce the framework for their upcoming series on the Professional Year (PY). Specifically, why they're doing this. Why bother dedicating multiple episodes to someth…

1
Eighth Avenue Austral Pty Ltd [2024] NSWSC 1262 9:09

7M ago9:09

9:09

"Is it the tree that's held in trust, or just the fruit?" ___ The Ps came to Court arguing that one D - a trustee, DTee - held shares in the other D, a Co, on trust for the Ps: [1], [3], [4] The Ps further sough for the shares be transferred to the Ps: [2]The Co’s defence essentially put the Ps to proof - a “non admission”: [5] DTee took a more exp…

1
S2E20 The Three Tier Problem 58:09

7M ago58:09

58:09

Financial advisers were up in arms a few months ago, at the introduction of a new 'lite' version of financial adviser being introduced to the market. These 'Qualified Advisers' wouldn't have the obligations of fully fledged advisers, and clients would be vulnerable to the same harms we've all spent years trying to eliminate. Yet - there's already a…

1
S2E19 Conscious Performance with Vanessa Bennett 1:05:37

8M ago1:05:37

1:05:37

This week's episode sees Vanessa Bennett, from Next Evolution Performance join Jordan and Nathan which, given how often her work has been referenced on this podcast, is timely! In this episode, Vanessa discusses: The corrosive impact ambiguity can have in the workplace. How an awareness of neuroscience can empower leaders to build the best environm…

1
S2E18 Insurance Needs Analysis 57:24

8M ago57:24

57:24

Working out how much life, TPD, trauma and income protection insurance someone needs used to be a key part of a financial adviser's training. But with the decline of insurance, Nathan and Jordan thought it might be worth revisiting this crucial, but often controversial topic. They discuss: how they each come up with their insurance coverage recomme…

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Nathan Fradley Podcasts

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