Episode 18 - The SMSF Coach

Episode 18 - The SMSF Coach.Matt & Lionel had the pleasure of being joined by Liam Shorte, the SMSF coach from Sonas Wealth. In this podcast the boys discussed the benefits and considerations of setting up a self-managed super fund (SMSF), including the importance of understanding the associated responsibilities, seeking professional advice, and the potential risks of mismanagement. They also explored the financial implications of purchasing properties through SMSFs, the potential of using SMSFs to purchase commercial properties, and the importance of financial planning and tax minimization. Lastly, they discussed retirement strategies for couples, the roles of financial and investment advisors, and the value of intergenerational wealth transfer.Thank you to Liam Shorte of Sonas Wealth for his team. If you loved Liam's insights, make sure you jump onto Facebook and into Liam's SMSF group "SMSF Coaching and Strategies" or search the SMSF Coach.Lionel O'Mally https://www.purposeplanning.com.au/https://bunniesmonies.com.au/Matthew McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/downsizers-australia/https://newcastleadvisors.com.au/claim-strong/ Hosted on Acast. See acast.com/privacy for more information.