Go offline with the Player FM app!
Q&A Episode: Super account for minors, maximising franking credits, renovate or invest and more...
Manage episode 467130770 series 3363218
In this Q&A episode, Stuart tackles a diverse range of listener questions, covering key financial strategies to optimise wealth and retirement planning. He explores the idea of setting up super accounts for children, weighing the long-term benefits against prioritising present-day investments. He also dives into the complexities of franking credits, comparing industry funds with self-managed super funds and their impact on retirement income.
For property investors, Stuart breaks down the decision-making process between renovating a home or reinvesting sale proceeds into new opportunities, factoring in tax implications and market trends. He also provides insights into early retirement planning, discussing how much is "enough" to retire comfortably while maintaining financial flexibility. Additionally, he examines how property valuations within SMSFs influence pension obligations and long-term financial planning.
Whether you're strategising for your family's financial future, navigating superannuation complexities, or deciding when to retire, this episode is packed with expert insights to help you make informed decisions. Tune in now for actionable advice on making the most of your wealth.
Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
If this episode resonated with you, please leave a rating on your favourite podcast platform.
Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/
Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
426 episodes
Manage episode 467130770 series 3363218
In this Q&A episode, Stuart tackles a diverse range of listener questions, covering key financial strategies to optimise wealth and retirement planning. He explores the idea of setting up super accounts for children, weighing the long-term benefits against prioritising present-day investments. He also dives into the complexities of franking credits, comparing industry funds with self-managed super funds and their impact on retirement income.
For property investors, Stuart breaks down the decision-making process between renovating a home or reinvesting sale proceeds into new opportunities, factoring in tax implications and market trends. He also provides insights into early retirement planning, discussing how much is "enough" to retire comfortably while maintaining financial flexibility. Additionally, he examines how property valuations within SMSFs influence pension obligations and long-term financial planning.
Whether you're strategising for your family's financial future, navigating superannuation complexities, or deciding when to retire, this episode is packed with expert insights to help you make informed decisions. Tune in now for actionable advice on making the most of your wealth.
Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
If this episode resonated with you, please leave a rating on your favourite podcast platform.
Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/
Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
426 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.