Episode 17 - End of Financial Year Planning Podcast Por  arte de portada

Episode 17 - End of Financial Year Planning

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
  • Facebook: https://www.facebook.com/moneysideup
  • LinkedIn: https://www.linkedin.com/company/moneysideup
  • YouTube: https://www.youtube.com/@MoneySideUpPodcast

Subscribe & Listen:

  • Available on all major podcast platforms: Spotify, Apple Podcasts, and more.

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.

Support Us:

  • If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!

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!
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