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

SMSF SS _2: SMSF Structure

Have your Fund up to date and ready to go. Discusses individual vs corporate trustees, the importance of keeping your deed and investment strategy current. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

SMSF SS _1: Introduction

This eight part Podcast series discusses all of the key areas of an SMSF and is aimed to assist SMSF trustees get the most out of their Fund. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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

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