Podcast Episodes

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What kinds of donations can you claim in your tax return?
What kinds of donations can you claim in your tax return?

Season 1 Episode 75

At tax time, your accountant will ask you if you’ve donated anything to a charity. Why? Because it could be claimed as a tax deduction. But not all d…

1 year, 5 months ago

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How Underwriting Shapes Your Life Insurance Policy
How Underwriting Shapes Your Life Insurance Policy

Season 1 Episode 15

Underwriting is the process insurers use to assess an individual’s risk in order to determine whether to offer coverage, under what terms, and at wha…

1 year, 6 months ago

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Is an SMSF right for you?
Is an SMSF right for you?

Season 1 Episode 73

Many people who want more hands-on control over their investments and their retirement are opting for a self-managed super fund (SMSF). It allows you…

1 year, 6 months ago

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Preparing your own practice — Part 2
Preparing your own practice — Part 2

Season 1 Episode 72

When setting up a business, it is crucial to separate personal and business expenses by establishing a dedicated business account. This ensures finan…

1 year, 6 months ago

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Preparing your own practice — Part 1
Preparing your own practice — Part 1

Season 1 Episode 71

Establishing a private practice can be rewarding, both personally and financially. But, before setting one up, it’s crucial to understand the various…

1 year, 6 months ago

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Income protection could be your greatest financial asset
Income protection could be your greatest financial asset

Season 1 Episode 70

Income protection is a crucial part of a financial plan, safeguarding your greatest asset—your income—by providing coverage in case of illness, injur…

1 year, 7 months ago

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AI's Impact on the Medical Sector
AI's Impact on the Medical Sector

Season 1 Episode 69

Healthcare is being revolutionised by the rapid growth of AI technologies, particularly generative AI like ChatGPT. The automation of routine adminis…

1 year, 7 months ago

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Long terms goals for buying a house
Long terms goals for buying a house

Season 1 Episode 68

Despite the increases in property prices across the country, buying a home continues to be a dream for most people. Matt Homewood, Financial Consulta…

1 year, 7 months ago

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Are you borrowing for a renovation?
Are you borrowing for a renovation?

Season 1 Episode 67

If you’re looking to do construction work on your house, like a renovation or extension, be aware of the contract you sign with your builders. Depend…

1 year, 7 months ago

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Protecting yourself as a business owner
Protecting yourself as a business owner

Season 1 Episode 66

If you’re a business owner and one of your team members suddenly becomes ill or worse, how prepared are you? The Bongiorno Group’s risk advisers Yani…

1 year, 8 months ago

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