The Winner's Playbook

EP 42: The Most Tax Efficient Structure In Australia?! — Tax Structure Deep Dive

Link Wealth Group

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 back with our Deep Dive series on tax structures, and this week, we're exploring Self Managed Super Funds (SMSF) and superannuation!

With a 15% tax rate, it's no wonder more people are asking about investing in super. From purchasing a home to regular investments, Josh and Steve discuss your typical superfunds, how they work, as well as the rise in self-managed super funds & who they suit.

Join Steve and Josh and learn how others are maximising their superannuation (and maybe even take a leaf out of their book!)

----

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
 
---- 
 
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 

----

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

----

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.