Do You Need An SMSF? - Why Advice?

What this episode covers

Watch episode on youtube: https://youtu.be/YThymY30GhgPublished October 2024. The popularity of Self managed super funds or SMSFs continues to grow in Australia, but for all the success stories there are those investors who aren't well informed and lured into an SMSF by promoters who end up destroying their retirement nest egg with high risk and untested schemes and investments like United Global Capital.We're joined by financial advisers Tristan Dallas and Georgia Eade, who've both recently seen two SMSF disasters where the investors may lose the majority of their retirement savings, via in one case their accountant, and in the other, by being cold called for a super "heath check".We also finish up by looking at justifiable cases for an SMSF because there certainly are some good options out there, but SMSFs are not for everyone.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.

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How long is this episode of Why Advice??

This episode is 15 minutes long.

When was this Why Advice? episode published?

This episode was published on August 5, 2025.

What is this episode about?

Watch episode on youtube: https://youtu.be/YThymY30GhgPublished October 2024. The popularity of Self managed super funds or SMSFs continues to grow in Australia, but for all the success stories there are those investors who aren't well informed and...

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