Luke on 2CC – Should I set up a SMSF on 1 July 2024?

The Strategy Stacker - Luke Talks Money

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 14 June 2024. With the end of financial year just around the corner the show starts by reminding listeners it’s their last chance to get their end of financial year planning in order. This weeks show looks at a new financial year topic: Should I set up a SMSF on 1 July 2024. There’s some pro’s and con’s to self managed super and if you’re looking to grow your retirement savings, this show is a great place to start looking at the SMSF option. Thank you for joining us live on 2CC or your favourite podcast streaming service.

Key topics covered include:

• What makes 1 July a good time to open a self managed super fund?
• Why is a superfund like a car and how does it help you choose the right one for your needs?
• Why would you consider a self managed super fund over other kinds of funds?
• What are the benefits of a self managed fund?
• Are there down sides to this kind of super vehicle?
• Luke shares his top tips around self managed super funds. Seek advice if you need help.

https://www.envisionfinancial.com.au/wp-content/uploads/2024/06/The-Strategy-Stacker-Luke-Talks-Money-14062024.mp3

This podcast is also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Is it time to get your super working better for your retirement?

Self managed superannuation is not for everyone but this investment vehicle does have some benefits over other kinds of funds. If you need help, seek financial advice and make an appointment to speak with Luke.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.