Ep 21 Wealth Creation Using SMSF's with Natalia Clack Director at Easy Super

Dreams to Realty

2d ago • 42 mins

In this episode, we dive into the world of self-managed super funds (SMSFs) as a wealth creation mechanism with our esteemed guest, Natalia Clack, Director of Easy Super and an award-winning accountant and superannuation specialist.

Natalia sheds light on the critical aspects of managing your own superannuation fund, emphasising the importance of compliance, especially when engaging in high-risk strategies. She stresses that before setting up an SMSF, individuals should have their risk appetite and financial goals thoroughly assessed to ensure this option aligns with their needs and capabilities.

A key focus of the discussion is on the ability of SMSF holders to borrow funds through Limited Recourse Borrowing Arrangements (LRBAs). Natalia explains this complex yet potentially powerful strategy, breaking down what it means for both lenders and borrowers. She outlines the opportunities this presents for expanding investment portfolios within superannuation, while also highlighting the associated risks and compliance requirements.

Throughout the podcast, Natalia's expertise shines as she provides valuable insights into the intricacies of SMSFs, offering listeners a comprehensive understanding of how these funds can be leveraged as a wealth creation tool when managed correctly and responsibly.

This episode serves as an essential guide for anyone considering an SMSF or looking to optimize their existing fund, providing expert advice on navigating the complexities of self-managed superannuation in Australia.


***DISCLAIMER** This is not financial advise any knowledge gathered today is shared for informational puproses only and should not be taken as personal financial advise.


Please contact Natalia Clack for a free discovery session at the Easy Super website.


Today's episode was produced and presented by Sage Godrei Creative Director at https://www.rocketshot.tv/https://www.rocketshot.tv/

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