S8E1 Tax Planning with Martin McGrath

We're proud of all our episodes, but the level of useful gold in this one is incredible.  Joined by regular guest, Martin McGrath, who seems to enjoy ganging up on Jordan as he attempts to corral the conversation into some sort of structure, they explore the world of tax planning for financial advisers.  What is it Why do it Is it really our job How to do it How to do it (badly) And so much in between Share this episode with every other financial adviser you know, because there are at least three tips in here that Jordan and Nathan have shamelessly stolen for their own practices - if everybody else can do the same, what a massive impact.    You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.  CPD For this Episode: https://quiz.ensombl.com/NATH-26050705-36180001  Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.    Martin: Find out more about Martin LinkedIn Nathan: [email protected] www.nathanfradley.com.au Jordan: [email protected] www.planningsolo.com.au LinkedIn:  Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.