The Winner's Playbook
The Winner’s Playbook is your go-to podcast for real talk about money, careers, success and the challenges along the way.
Hosted by financial advisers Josh and Billy, we break down the financial world in a way that’s clear, relatable and actually enjoyable to listen to.
Whether you’re trying to grow your wealth, make smarter money moves, level up your career, or just figure out what success looks like for you, we’ve got you covered.
No boring lectures, no complicated jargon - just straight-up conversations that help you win in life and money.
New episodes drop every week, so hit follow and join us for practical advice, honest insights and maybe even a few laughs along the way.
The Winner's Playbook
EP 41: All About Family Trusts — Tax Structure Deep Dive
Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more!
We're kicking off our Deep Dive series on tax structures and starting with the all-important family trust!
Family trusts are not just for the über-rich but they aren't for everyone either. Josh and Steve are pulling apart family trusts, how they work and how they can benefit you. They also unpack the pitfalls and aspects that the ATO are cracking down on.
Join Steve and Josh and learn a little more about tax structures and whether there might be a better one suited for you.
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Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)
Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation
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Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)
Get in touch with Billy:
https://calendly.com/billynorman/15-min-clarity-call?month=2025-02
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.