Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF.
Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/
SMSF Association Website: https://www.smsfassociation.com/
SMSF Connect: https://smsfconnect.com/
Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/
Join the XY platform:
App Store: https://co.xyadviser.com/xyistore
Google Play: https://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
You can get a transcript of this podcast here
-
SMSF Series #5 – Tim Miller
In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss …
-
SMSF Series #4 – Allister Sutherland
Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks …
-
SMSF Series #3 – Aaron Dunn
Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and …
-
SMSF Series #2 – Tracey Scotchbrook
Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have …
-
SMSF Series #1 – Shelley Banton
Shelley is the Head of Education at ASF Audits, one of Australia’s largest independent SMSF Auditors. She joins …
-
Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
-
Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
-
AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
-
441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
-
Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
-
AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
-
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
-
Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
-
AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
-
#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …