Ep 17 - Beware of the Trap: Personalised vs. Generalist Advice for High Tax-Payers and SMSF's
Release Date: 02/17/2026
Ep 17 - Beware of the Trap: Personalised vs. Generalist Advice for High Tax-Payers and SMSF's
Unlock Your Business podcast
In this video of Episode 17 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss Personalised vs. Generalist advice for High Tax-Payers and SMSF clients. To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at . Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478) and Corporate Credit Representative...
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Ep 16 - Great Wealth Transfer - Tax & Cost Efficient Wealth Transfer Without Family Conflict
Unlock Your Business podcast
In this Episode 16 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we disucss the Great WealthTransfer - Tips & Traps to Ensure Your Legacy is Transferred Tax + Cost Effectively and Without Family Conflict. To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at . Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)...
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Ep 15 - Beyond the Business: How SME Owners Can Build Personal Wealth Outside Their Company
Unlock Your Business podcast
In this video of Episode 15 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the how SME owners can build personal wealth outside their company asa way to reduce their risk and secure their retirement. To see how Manly Financial Services can help you achieve your financial goals and aspirations contact us via our website at . Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)...
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Ep 14 - Death of the Financial Planning Industry
Unlock Your Business podcast
In this video of Episode 14 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the Financial Planning Industry, the Royal Commission into Banking & Financial Services, the industries decimation in terms of number of planners, Government Policy with CSLR and the importance of this industry for Australian's seeking to become financially secure and independent. IF YOU ARE A FINANCIAL PLANNER AND STRUGGLING TO MANAGE CLIENTS, DAY-TO-DAY BUSINESS AND THE EVER CHANGING INDUSTRY GET IN TOUCH WITH Raffi @ . To see how Manly Financial Services can help you...
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Ep 13 - Solving the Housing Affordability Problem in Australia
Unlock Your Business podcast
In Episode 13 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we present the first Raffi's Rant on potential policy decisions our Governments (Federal, State, and Local) can consider to help solve the Housing AffordabiIity problem we have in Australia. To see how Manly Financial Services can help you achieve your financial goals and aspirations contact us via our website at . Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian...
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Ep 12 - Survive to 2025
Unlock Your Business podcast
In this video of Episode 12 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, I share our experience in managing our business through a difficult 2024 as we aimed to "Survive to 2025". I discuss how my plans for 2024 de-railed quite quickly, how we reacted and how we got through to the other side in much better shape by leveraging the most valuable asset in our business - Our Team! We could not have done it without the coaching and guidance of the team at Sean Soole's Inner Circle. You can reach them at . To see how we can help you turn your hard earned...
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Ep 11 - Intergenerational Wealth Transfer, Using Entities & Obtaining Finance Today
Unlock Your Business podcast
Ep 11 - Intergenerational Wealth Transfer, Using Entities & Obtaining Finance Today with Zareh Deyirmendjian In this episode I chat with Zareh Deyirmendjian, Financial Planner and Mortgage Advisor at Manly Financial Services, to discuss intergenerational wealth transfer, using entities for asset ownership and obtaining finance today. I hope you enjoy this discussion, and I hope there's something there that's useful for you and your family. Please share this episode with anyone that you think could benefit from this discussion. And please like and subscribe to this podcast on whichever...
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Ep 10 - Asset Ownership For Higher Income Earners: Tip's & Trap's
Unlock Your Business podcast
Episode 10 – Asset Ownership For Higher Income Earners: Tip's & Trap's In this episode we focus on the asset ownership options for higher income earners - Tip's and traps. We discuss the pros and cons of different methods of asset and investment ownership in relation to tax management, asset protection and flexibility. I hope you enjoy this discussion, and I hope there's something there that's useful for you and your family. Please share this episode with anyone that you think could benefit from this discussion. And please like and subscribe to this podcast on whichever platform...
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Ep 9 - Super Death Benefits Tax can Cost Your Dependents Thousands of $$'s
Unlock Your Business podcast
Episode 9 – Super Death Benefits Tax can Cost Your Dependents Thousands of $$'s In Ep 9 we focus on the largely unknown Super Death Benefits Tax. When clients enter retirement and start drawing a pension, they can easily think that the era of taxes are largely behind them as their pension income, earnings and capital gains are tax-free. However, this is not necessarily the case as their dependent adult children will incur Super Death Benefits Tax on the Taxable component of their super and pension accounts. This may not seem like an important consideration, but if you have...
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Ep 8 - Mental Health Awareness #3 - The Journey of Health & Fitness Coach Brad Mattioli
Unlock Your Business podcast
Episode 8 – Mental Health Awareness #3 - The Journey of Health & Fitness Coach Brad Mattioli Ep 8 is the last episode I'm recording before I leave for my trek summiting, Mt Meru and Mt Kilimanjaro in Tanzania. And the last episode that I'll be focusing on mental health. I will be recording some discussions on the mountain and I will try to release those in podcast form to tie in this whole discussion on mental health for business executives, business owners, and entrepreneurs. Although it does seem like a full stop on this discussion, it in no way is as the way we deal with our emotions,...
info_outlineIn this video of Episode 17 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss Personalised vs. Generalist advice for High Tax-Payers and SMSF clients.
To see how Manly Financial Services can help you achieve your financial goals and aspirations, contact us via our website at www.manlyfs.com.au.
Please Note - Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478) and Corporate Credit Representative (Representative No.: 469467) of Fintegritas Pty Ltd, Australian Credited Licensee (ACL 536954). This video has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.