Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Understanding planning and strategies for older clients
MP3•Episode hjem
Manage episode 439341776 series 3420709
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 Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning. Listen as they discuss:
…
continue reading
- How clients are trying to preserve as much of their SMSF assets to pass on to their children.
- The impact that the $3 million super tax will play in designing strategies.
- Why CGT should be top of mind for small-business owners well before they enter retirement.
129 episoder
MP3•Episode hjem
Manage episode 439341776 series 3420709
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 Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning. Listen as they discuss:
…
continue reading
- How clients are trying to preserve as much of their SMSF assets to pass on to their children.
- The impact that the $3 million super tax will play in designing strategies.
- Why CGT should be top of mind for small-business owners well before they enter retirement.
129 episoder
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