『Crellin Walters Financial Planning Podcast』のカバーアート

Crellin Walters Financial Planning Podcast

Crellin Walters Financial Planning Podcast

著者： Crellin Walters
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 In today’s fast-evolving financial landscape, this podcast series is designed to help educate clients and the broader community on navigating retirement planning and safeguarding their finances. Season one focused on various scams that people might fall prey to, offering valuable insights on how to protect themselves. In season two, the spotlight shifts to financial planning strategies specifically tailored for retirement, helping listeners prepare for their financial future with confidence.Copyright - Crellin Walters Financial Planning Pty Ltd 個人ファイナンス 経済学
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  • Estate Planning (Wills & POAs)

    Estate Planning (Wills & POAs)
    2024/12/20
    Season 2, Episode 6 – Join David and Aaron as they sit down with John Keating, Director and Solicitor at Keating Law, to discuss the crucial topic of Estate Planning. In this episode, they break down why having an estate plan in place is essential for everyone. By the end of the conversation, you’ll have a clear understanding of what a comprehensive estate plan looks like, including a Will, Power of Attorney, and Superannuation death benefit nomination. They’ll also explore the potential consequences of not having an estate plan, such as your assets being distributed to unintended recipients. John Keating’s contact info: Keating Law - https://www.keatinglaw.com.au This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
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    34 分
  • Superannuation – Part 2: Tax Consequences for Your Adult Children

    Superannuation – Part 2: Tax Consequences for Your Adult Children
    2024/12/04
    Season 2, Episode 5 – If you don't want your adult kids to pay tax when they inherit your superannuation, this episode is a must-listen! Not many people realise that there are hidden tax and tax-free components within your superannuation or allocated pension. ‘Knowledge is power’ so the more you understand about the tax consequences, the better prepared you’ll be. Tune in to this episode for insights on ways to minimise or even avoid this tax altogether. Links to assist in the concepts mentioned in this episode: Superannuation Components - https://www.ato.gov.au/tax-and-super-professionals/for-superannuation-professionals/apra-regulated-funds/paying-benefits/calculating-components-of-a-super-benefit Paying Superannuation Death Benefits - https://www.ato.gov.au/tax-and-super-professionals/for-superannuation-professionals/apra-regulated-funds/paying-benefits/paying-superannuation-death-benefits Super Recontribution Strategy explained - https://www.superguide.com.au/how-super-works/super-re-contribution-strategy This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
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    17 分
  • Superannuation – Part 1: Contributions Types

    Superannuation – Part 1: Contributions Types
    2024/11/19
    Season 2, Episode 4 - Tune in with David and Aaron as they break down the complexities of Superannuation contributions and make it easy to understand. Superannuation is a crucial part of any retirement plan and one of the most tax-efficient ways to build your income for later years. By the end of this episode, you'll have a clear understanding of the different types of contributions you can make, and how each can work to your advantage in boosting your retirement savings. You'll also gain valuable insights into how much income you might need to retire comfortably, without the fear of running out of money as you age. Links to assist in the concepts mentioned in this episode: Superannuation Concessional Contributions - https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/super/growing-and-keeping-track-of-your-super/caps-limits-and-tax-on-super-contributions/concessional-contributions-cap Superannuation Non-Concessional Contributions - https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/super/growing-and-keeping-track-of-your-super/caps-limits-and-tax-on-super-contributions/non-concessional-contributions-cap Downsizer Contribution Eligibility Requirements - https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/super/growing-and-keeping-track-of-your-super/how-to-save-more-in-your-super/downsizer-super-contributions AFSA Retirement Standard (Comfortable Income) - https://www.superannuation.asn.au/resources/retirement-standard/ Scam Preventions (Scam Watch News and Alerts) - https://www.scamwatch.gov.au/about-us/news-and-alerts This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
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    19 分
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