SMSF NS045: Some Aged Based Issues to Consider, a Review of Fund Estate Planning

An update on some aged based issues to consider, a review of fund estate planning. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF NS044: A Year End Review for your SMSF

An update on a year end review for your SMSF and the key areas to look at. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

PD10: Wrap Up

One of the key messages we have been trying to get out during the whole series is about the importance of planning and proper understanding about the whole process of property development rather than looking at different components in isolation from each other. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial […]

PD09: Project Completion

In this episode, we discuss the completion of a development.  This doesn’t just start and finish with the settlement. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

PD08: Due Diligence and Financial Feasibility

The whole idea of a due diligence is so that before making a commitment to actually buy a particular development site you want to make sure there’s a reasonable expectation that this development site and this development is going to be successful. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning […]

PD07: Research you Market

Researching your market is a really important part of the due diligence process as a property developer and often gets skipped. It is critical to understand your market, understand who they are, where they are coming from and understanding their needs as well as what they are looking for is really important. Hosted by : SMSF […]

PD06: Town Planning

Town planning is another critical part of the development process and this episode once again emphasises the importance of actually getting things right from the start. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

PD05: Financing the Project

Often when we talk about financing a project we know a lot of developers jump straight away and just think bank lend, and this is usually lending from the major banks. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

PD04: Attracting Investors

In this episode, we discuss bringing investors into your project. It is critical that you know your investment proposal and structures inside out because ultimately you need to be able to answer all the questions an investor might ask. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

PD03: Legal Documentation

When talking of legal documentation often people think just around the purchase and sell contracts and not much more. This episode covers some of the different legal documentation that may be required in your project. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

PD02: Be Development Ready

If you are serious about property development, then you need to make sure that you are ready to actually enter into transactions and take on projects. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF NS 032: Government’s Response to Financial System Enquiry

In our latest episode we discuss the government’s response to the financial system enquiry and the top 5 hot audit issues for this year. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF NS 030_SMSF Estate Planning Gone Wrong

An update on how SMSF Estate Planning can go wrong and a look at actual court cases. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF SS _8: SMSF Health Check

Wrapping up the series, Chris goes through a health check for your SMSF as a good way to get started with taking your Fund to the next level, and why a general review of your Fund is your first step. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF SS _7: What happens to your SMSF when you die

The death or loss of capacity of a member can be a disaster for an SMSF. Chris is joined by Business Concept Group’s Sarah Power as they cover the often neglected area of estate planning and loss of capacity planning within SMSF’s. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning […]

SMSF SS_5: The Family Super Fund

Sarah Power of Business Concepts Group joins Chris in this episode about bringing the next generation into your SMSF. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF SS _4: Gearing in an SMSF

Why borrow and when is it suitable in an SMSF? What are the different strategies available? Chris is joined by Business Concepts Group’s Sarah Power, and Domenic Suleman as they discuss gearing strategies within SMSF. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF SS _3: Property Investing with SMSF’s

Discusses property investing within Super, covering general rental type properties through to business premises, joint investments as well as property development and farmland. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

WIF_1: Introduction

Introduction to all the financial issues concerning women to be discussed in this eight-part series. Episodes will feature topics such as Superannuation, Insurances, Investing, Estate Planning and what to look out for when considering each of these areas including some tips, traps and ideas to help women today get ahead. Hosted by : Director of […]

WIF_4: Women in Business

Many women these days have got great ideas which they develop into a business. Many of these business started while mothers are at home raising their families. But before starting a business, there are many important things to consider. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_5: Investing

Women tend to take less risks than men when it comes to investing. Generally, they are also more willing to take advice and be educated with their investing. This episode discusses the various principles of investing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_6: Estate Planning

Estate Planning plays an important part in financial planning for both men and women, but this applies most especially for women. This episode discusses the significance of estate planning for women and various required documentation that needs completing and reviewing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_7: Debt Management

The importance of debt management will be discussed in this episode, including the two main types of debt in Australia and the need to seek advice before borrowing in regards to structure and whose name the debt is assigned to. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

WIF_8 : Quick Twenty Minute Financial Plan

A wrap up of everything from the previous episodes in a quick 20-minute financial plan. This quick 20-minute financial plan summarises everything women need to consider and also some quick tips in each area to help get started. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant

BDS 1: Introduction and Alignment

Overview of the Business Development Program with a focus on effective planning and review process that includes life goals, role in the business and the ultimate vision for the business. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 2: Life Planning

A look at how life planning affects business people and the values that should be integrated into progressive business planning. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 3: Role of the Business Owner

A reflection for business owners to examine their role and review what could or should be done to improve the business. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 4: Business Basics

Strategies for efficiently maintaining accuracy in the business for compliance and for consistency to move the business further. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 5: Business Growth, Profit and Value

The fundamental drivers of growing the value of the business along with a SWOT analysis to get a clear picture of where it is currently at. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 6: Risk Management

Proactive steps to protect the value of your business through Risk Management. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 7: Business Structures

Important considerations to make in choosing the right structure for your business. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 8: Succession Planning

Whether close to retirement or not, your business should always be ready for any unforeseen events. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 9: Superannuation

How Superannuation fits into a business structure. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

BDS 10: Key Indicators of an Underperforming Business

A business health check covering topics that will highlight areas that are going well and also show areas that need attention or improvement. Hosted by : Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and : Director of Business Concepts Group, Financial Planner and Accountant

SMSF NS 024: Audit Issues and Trends Around SMSF Growth

A look at the audit issues around Self-Managed Super Funds, trends in SMSF growth and some of the latest statistics as well as a discussion on the latest in Superannuation. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF NS 023: Latest Statistics on SMSFs and Recent ATO Views

Discussion covering the latest statistics on SMSFs and the recent ATO views on related party loans. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF NS 022: Financial System Inquiry Report

This first show for 2015 recaps the financial system inquiry report which was recently released and notes key points which can affect SMSFs. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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