Sep 15, 2024
This week we celebrate 5 years of the Money Madams podcast and it also marks our final episode.
In this final episode we share our favourite take aways on the podcast over the last 5 years.
Thank you for listening to us, we hope you enjoyed listening as much as we enjoyed sharing with you.
Sep 1, 2024
Family Trusts can be a great tool for minimising tax and protecting your assets. One of the downsides to a trust is that the income must be distributed each year, but what if you would prefer to delay receiving that income until a later, lower income earning year? Welcome to the bucket company strategy!
In this episode...
Aug 18, 2024
In this episode, we talk about Discretionary Trusts and why people use them. They can offer great benefits for the "Beneficiaries", but do you know the difference between an "Appointer" and the "Trustee" and the role of the "Settlor?"
We tackle the jargon of the different roles that need to be considered when setting up...
Aug 4, 2024
In this episode we cover the primary methods people use to get started with debt recycling.
Some people prefer to take a leap by taking on additional borrowings to invest while others prefer to pay down the loan first, redraw then invest. Some prefer to refinance their loan to a mortgage product specifically designed to...
Jul 21, 2024
In this episode we cover a couple of strategies to increase tax deductible debt when upgrading the family home via the use of a spousal transfer strategy.
When most of us think about this type of scenario, we think of splitting assets when relationships end. Fortunately this strategy is for happy couples wanting to go...