Wednesday Jun 14, 2023
Balancing land values & liquidity within SMSFs | Kerry Schultz, Green Taylor Partners
Tune in as Financial Adviser Rob Goudie sits down with special guest Kerry Schultz from Green Taylor Partners. Together, they delve into the intricacies of pension liquidity challenges within Self Managed Superannuation Funds (SMSFs), with a particular focus on the impact of vastly increased farming land valuations.
If you're interested in gaining a deeper understanding of pension liquidity within SMSFs, especially in the context of farming land valuations, and potential options for your SMSF then this episode is a must-listen.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. Liability limited by a scheme approved under Professional Standards Legislation.
Version: 20240731
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