In this episode, Nathan and Jordan explore how to consider capital gains tax as part of an amicable separation, where both parties want a fair and low-stress outcome. Using a listener’s real-life question, they discuss property settlements, splitting superannuation, and the practical steps for building new lives while keeping things civil for the sake of kids, family, and friends.

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.

Annuities are making a comeback, and with super funds soon required to offer them, many retirees are asking if they should be part of their plan.

In this episode, Nathan and Jordan break down what annuities are, how they compare to account-based pensions, and why Centrelink concessions can make them attractive.

They also explore the trade-offs: security versus flexibility, estate planning implications, and whether annuities might fit into your retirement income strategy.

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.

Family trusts can feel like a maze, especially during separation or divorce. In this episode, Nathan and Jordan unpack why family trusts exist, what it means when you’re asked to sign trust documents, and the risks of doing so blindly. They explain the real purposes of trusts, like asset protection and tax minimisation; while highlighting the confusion and vulnerability many people feel. Whether you’re navigating divorce or simply curious, this episode will help you approach trusts with clarity and confidence.

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.