
Episode 17 - End of Financial Year Planning
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Welcome back to the Money Side Up Podcast – the go-to resource for Australians across the globe navigating all things personal finance.
In this month’s episode, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, with co-hosts, Will Cant and Joel Kerin of Ally Wealth Management, dive into two key developments shaping the financial landscape:
The RBA Rate Cut Forecast – what’s expected, how it impacts borrowing, investing, and planning
The Australian Election Outcome – and what it means for both residents and expats
Then, we shift gears and dive into a powerful EOFY strategy session. Together, we unpack essential financial strategies to consider before 30 June, including:
✅ Super contributions and salary sacrifice
✅ Family trusts, company structures & bucket companies
✅ Tax planning tips for Australian expats and property investors
✅ Real-world client examples and practical insights
✅ Common EOFY traps to avoid
Whether you’re managing assets abroad, running a business, or simply trying to get your finances in order, this episode is packed with timely insights and expert guidance.
Connect with Us:
- Website: https://moneysideup.com.au
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- LinkedIn: https://www.linkedin.com/company/moneysideup
- YouTube: https://www.youtube.com/@MoneySideUpPodcast
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Feedback & Questions:
- We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at info@moneysideup.com.au
Disclaimer:
- The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.
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Upcoming Episode:
- Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!