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SMSF Mate
SMSF Mate
29 episodes
1 month ago
The SMSF Mate podcast is a friendly, down-to-earth, jargon-free space to get ideas and knowledge about Australian financial matters. Run by the mates behind smsfmate.com.au, this podcast is a round table discussion between business owners, accountants, financial advisors and fund managers who put their money where their mouth is and have gained a lot of actionable insights through managing their own investments and their client's financial affairs. We aim to share easy-to-understand financial info that could potentially impact your quality of life in retirement in a big way.
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Investing
Business
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All content for SMSF Mate is the property of SMSF Mate and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The SMSF Mate podcast is a friendly, down-to-earth, jargon-free space to get ideas and knowledge about Australian financial matters. Run by the mates behind smsfmate.com.au, this podcast is a round table discussion between business owners, accountants, financial advisors and fund managers who put their money where their mouth is and have gained a lot of actionable insights through managing their own investments and their client's financial affairs. We aim to share easy-to-understand financial info that could potentially impact your quality of life in retirement in a big way.
Show more...
Investing
Business
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Should you pay for a financial advisor in an SMSF?
SMSF Mate
35 minutes 16 seconds
2 years ago
Should you pay for a financial advisor in an SMSF?

Should you pay for a financial advisor within an SMSF? This week on the SMSF Mate podcast, we follow up on the important question of understanding the pros and cons of engaging a financial advisor or wealth manager to assist with your self-managed super fund.⁣

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Read more: https://www.smsfmate.com.au/financial-advisor/⁣

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SMSF Mate was created by four mates sick of the BS surrounding superannuation.⁣

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We simply wanted honest advice and better returns, so we learnt how to do it ourselves.⁣

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SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.⁣

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We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.⁣

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Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.⁣

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► Subscribe to our channel here: ⁣

https://www.youtube.com/@smsfmate?sub_confirmation=1⁣

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Follow Us⁣

LinkedIn: https://au.linkedin.com/company/smsfmate⁣

Instagram: https://www.instagram.com/smsfmate/⁣

Facebook: https://www.facebook.com/smsfmate⁣

Website: https://www.smsfmate.com.au/⁣

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General Advice Warning⁣

We are required to warn you that:⁣

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a) any advice has been prepared without taking into account your objectives, financial situations or needs; and⁣

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b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and⁣

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c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.⁣

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Disclaimer⁣

IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.⁣

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SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249.

SMSF Mate
The SMSF Mate podcast is a friendly, down-to-earth, jargon-free space to get ideas and knowledge about Australian financial matters. Run by the mates behind smsfmate.com.au, this podcast is a round table discussion between business owners, accountants, financial advisors and fund managers who put their money where their mouth is and have gained a lot of actionable insights through managing their own investments and their client's financial affairs. We aim to share easy-to-understand financial info that could potentially impact your quality of life in retirement in a big way.