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The SUPERmen Podcast

Auteur(s): Lionel O'Mally & Matthew McCabe
  • Résumé

  • The SUPERmen Podcast hosted by two seasoned financial planners (Lionel O'Mally & Matthew McCabe) from Australia, who share their wealth of knowledge and experience.


    Each episode delves into a range of topics related to financial planning, including investing, superannuation, retirement planning, financial strategies, and more.


    The Listener can expect engaging discussions, practical advice, and expert insights that can help them navigate their own financial journey. Whether you're a seasoned investor or just starting to think about your financial future, the SUPERmen Podcast offers something for everyone.


    Hosted on Acast. See acast.com/privacy for more information.

    Lionel O'Mally & Matthew McCabe
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Épisodes
  • Episode 8 - Tax Effective Investing
    May 29 2024
    Matt McCabe and Lionel O'Mally discussed the potential of investment and education bonds for tax-effective investing and estate planning, with a focus on their unique tax rates, ownership structure, and flexibility. They also explored strategies for using these bonds for future education expenses, retirement income replacement, and long-term investment, emphasising their benefits for tax-efficient transfer of funds.

    Hosted on Acast. See acast.com/privacy for more information.

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    35 min
  • Episode 7 - Superannuation Contributions
    May 7 2024
    Matt and Lionel discussed strategies to reduce tax burdens and boost retirement savings, with a focus on maximizing superannuation contributions and leveraging tax deductions. They also shared their thoughts on the stage 3 tax cuts. Lastly, they touched on the importance of balancing super contributions with personal cash flow needs, and the increasing demand for financial planning advice.

    Hosted on Acast. See acast.com/privacy for more information.

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    33 min
  • Episode 6 - Q&A Superannuation
    Apr 22 2024

    Lionel and Matt discuss a few questions that Lionel was asked at the Caravan & Camping show at Rosehill Gardens.

    Lionel & Purpose Planning had a stall at the show, looking to impart some of his knowledge to attendees to support them on their journey.


    In the podcast, the boys discuss the financial benefits of superannuation, including strategies for maximizing concessional contributions, accessing super at retirement age, and the tax implications of different income sources. They also explored the complexities of retirement planning, the potential of superannuation as a tax-effective investment structure, and the importance of strategic financial planning for families. Lastly, they addressed the tax implications of superannuation benefits for dependent children and the use of the 'downsizer' contribution rule to contribute large sums of money into superannuation tax-free.


    Hosted on Acast. See acast.com/privacy for more information.

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    31 min

Ce que les auditeurs disent de The SUPERmen Podcast

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