Podcasts Archives | SMSF Mate

How to Evaluate if an SMSF is Right for You with Canstar Podcast

How to Evaluate if an SMSF is Right for You with Canstar Podcast Transcript Welcome to SMSF Mate. This is our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should ...

How Much Do I Need For Retirement Podcast

How Much Do I Need For Retirement Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider the ...

Direct Indexing for SMSFs: What You Need to Know Podcast

Direct Indexing for SMSFs: What You Need to Know Podcast Transcript Welcome back to SMSF Mate's daily podcast. This is our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should ...

Can I Buy Crypto in my SMSF Podcast

Can I Buy Crypto in my SMSF Podcast Transcript Welcome back to SMSF Mate's daily podcast. This is our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting ...

Auditing For Self-Managed Super Podcast

Auditing For SMSFs Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider the appropriateness of the advice ...

How Does Accounting Work With An SMSF? Podcast

Accounting For Your SMSF Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider the appropriateness of the ...

Does My SMSF Need Insurance? Podcast

Getting Insurance For Your SMSF Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider the appropriateness of ...

Podcast: Obtaining and Using Templates For Your SMSF

Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider the appropriateness of the advice having regard to ...

What Sort of Investor Are You and Why That Changes Your Investment Opportunities Podcast

What's the difference between retail and wholesale investors Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider ...

Wrap account investment products and how they work podcast

Wrap account investment products and how they work Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider ...

EOFY superannuation and tax saving opportunities for 2022 podcast

EOFY superannuation and tax saving opportunities for 2022 Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on any advice consider ...

How Does Taxation Work For Gains on SMSF Investments?

What's the go with capital gains tax (CGT) and SMSF investments Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on ...

Who Is the Best Broker For SMSF Investing and Trading?

Who is the best broker for SMSF investing and trading Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on any ...

How much do you need to start a self-managed super fund?

How much do you need to start a self-managed super fund Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives, financial situations or needs and because of that you should before acting on ...

Podcast: When Is It Useful to Get Help Managing Your Finances?

When Is It Useful to Get Help Managing Your Finances? Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on any advice consider ...

What Savings Do I Need to Live Comfortably In My Old Age?

How much superannuation do I need to retire comfortably in Australia Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting on ...

How do I start investing in my self managed super fund (SMSF)?

How do I start investing in my self managed super fund (SMSF) Podcast Transcript Welcome to SMSF Mate. Our general advice warning. We are required to warn you that any advice has been prepared without taking into account your objectives. Financial situations or needs and because of that you should before acting ...

SMSF Mate is a unique website because it has ideas about how to approach SMSFs, insurance and other financial topics that come straight from first hand experience. It's much more useful than what you find on all the other financial websites that just offer generic info that you could easily get on the ATO's website. It's also nice to know there's no financial incentive behind the information, it's legitimately there to help people understand self-managed super funds and how to get the most out of them, not to get an affiliate commission from a broker or other financial services provider. The investment product information is also incredibly useful, I've never seen this kind of functionality on any other website that let's you look at such a wide range of products, sort by what info is most interesting or important to you, and subscribe to updates for different funds and financial products all in one place. Definitely worth checking out if you own or are considering an SMSF!

David G, Self-Employed, SMSF Owner
SMSF Mate provides a unique insight into superannuation and financial topics in a way that is easier to understand than conventional websites. The colloquial nature of the site makes it easy to understand and they often speak about complicated topics in lamens terms so I can wrap my head around them. The investment product information is a great way to research funds that I am interested in investing in with my SMSF and there is a lot of helpful information on the site for better structuring my investment portfolio. In comparison to other websites which offer similar information, SMSF Mate excels as the information is free to access whereas many other sites charge a subscription fee for the same thing. Overall, I think SMSF Mate is a great resource for SMSF trustees and is worth looking at for a variety of super-related topics. Thanks.

Tim B, Business Owner, SMSF Trustee

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