Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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SMSF: ‘Adopting a holistic approach’ – Dealing with estate planning nuances
MP3•Episode hjem
Manage episode 438445010 series 2774996
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in the SMSF sector, as well as highlighting the importance of professionals ensuring they work together to reach the best outcome for their clients.
…
continue reading
Listen as they discuss:
- Why a project manager role is vital when professionals collaborate on a client’s estate planning.
- What SMSF advisers can learn from the mistakes of others.
- How taking a holistic approach can help avoid pitfalls in the estate planning process.
273 episoder
MP3•Episode hjem
Manage episode 438445010 series 2774996
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in the SMSF sector, as well as highlighting the importance of professionals ensuring they work together to reach the best outcome for their clients.
…
continue reading
Listen as they discuss:
- Why a project manager role is vital when professionals collaborate on a client’s estate planning.
- What SMSF advisers can learn from the mistakes of others.
- How taking a holistic approach can help avoid pitfalls in the estate planning process.
273 episoder
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