If you have started helping your parents with their finances and discovered old share certificates, registry paperwork, or investments scattered across different companies, this episode is for you.

Nathan and Jordan talk through why old shareholdings can become so stressful during major life changes like aged care, bereavement, retirement, or stepping in under power of attorney. They explain what issuer-sponsored shares are, why they can be difficult to manage, and how families can start bringing everything into one place.

In this episode, they cover:

• Why old share investments can be hard to track down
• How share registries work
• The difference between issuer-sponsored shares and broker-sponsored holdings
• Why tidying things up early can make life much easier later
• Why records matter for tax and estate administration

Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

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