Episode 17 - End of Financial Year Planning

Welcome back to the Money Side Up Podcast – the go-to resource for Australians across the globe navigating all things personal finance.In this month’s episode, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, with co-hosts, Will Cant and Joel Kerin of Ally Wealth Management, dive into two key developments shaping the financial landscape:The RBA Rate Cut Forecast – what’s expected, how it impacts borrowing, investing, and planningThe Australian Election Outcome – and what it means for both residents and expatsThen, we shift gears and dive into a powerful EOFY strategy session. Together, we unpack essential financial strategies to consider before 30 June, including: ✅ Super contributions and salary sacrifice ✅ Family trusts, company structures & bucket companies ✅ Tax planning tips for Australian expats and property investors ✅ Real-world client examples and practical insights ✅ Common EOFY traps to avoidWhether you’re managing assets abroad, running a business, or simply trying to get your finances in order, this episode is packed with timely insights and expert guidance.Connect with Us:Website: https://moneysideup.com.auFacebook:  https://www.facebook.com/moneysideupLinkedIn: https://www.linkedin.com/company/moneysideupYouTube: https://www.youtube.com/@MoneySideUpPodcastSubscribe & Listen:Available on all major podcast platforms: Spotify, Apple Podcasts, and more.Feedback & Questions:We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at [email protected]:The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.Support Us:If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!Upcoming Episode:Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!