191 | Wrap and Managed Accounts

An episode of the Tax Talks podcast, hosted by numba Australia Pty Ltd, titled "191 | Wrap and Managed Accounts" was published on October 28, 2019 and runs 31 minutes.

October 28, 2019 ·31m · Tax Talks

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Summary

Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.

Episode Description

Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.

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