This podcast is all about superannuation and giving you the knowledge to do better. We also run a weekly zoom class that you can attend for free and ask questions about this podcast topic or anything related super, and of course, it's recorded for Scientiam members Simply email me nigel@scientiam.com.au, and we will send you the details Or go to scientiam.com.au and register there. Before I go on, I need to give you the legal bits – all content in this podcast by me and any guests is general ...
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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Season 2 Episode 20 - Sustainable and ethical Investing - what to look out for and how to implement successfully
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In today's show, we talk about Sustainable Investing In recent years lots of new Sustainable investing products have hit the market. How do you know which one is right for you? How do you know if the investments are actually sustainable? Some funds have been caught out for "greenwashing" and consequently fined and closed. In this episode, we discus…
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Special Episode - IFA Show - Embracing Change and Innovating Advice with Nigel Baker
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In this special episode of the ifa show, Nigel is interviewed on the Independant financial adviser or IFA show Australia. IFA a host Keith Ford chats to Nigel Baker, CEO and founder of Scientiam, a pioneering company in the financial advice industry.Mr Baker shares his journey, from working in renowned accounting firms to establishing his own indep…
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Season 2 Episode 19 - A chat about returns , super strategies and EOS
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11:51
In today's show, we talk about returns , a key superannuation strategy and an awesome business process we have been using called EOS. Hope you enjoy this episode and if you do can we ask you a favour to provide a like or a review. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scient…
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Season 2 Episode 18 - How did your fund go for the year - Year End Market Update 2023
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In today's show, we talk about the returns for the previous financial year and what investors should look for when they receive their 30 June superannuation reports. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scientiam.com.au Visit the Scientiam website: https://scientiam.…
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Season 2 Episode 17 - Where are people learning about investing in today's world?
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In today's show, we look at where people are consuming information about investing in today's world. The ASX released a very informative report this week and some of the findings may astonish you if you are running an advice business. Unless you are starting to offer a way to engage these investors ( and they are not all young) with digital tools l…
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Season 2 Episode 16 - What to do before the end of the financial year
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In today's show, we talk about what to do before the end of the financial year. We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scientiam.com.au Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662…
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Season 2 Episode 15 - Interview with Nathan Krieger - Co Head of Client Group Dimensional Fund Advisers
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In today's show, we interview Nathan Krieger the co-head of client group Australia for Dimensional Fund Advisers. Dimensional is one of the largest and I believe most interesting fund managers in the world. Having started in 1981 they now have over $900bn under advice and offices all around the world. They have a strong belief in research and bring…
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What the Heck is EOS? Episode 14 - Interview with Cam Ogilvie
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In this episode, we jump into the topic of running a successful business, the journey, ups and downs and how to use a world-class structure to get the best results for your team, clients and stakeholders. The advice and superannuation industry has faced significant overhauls in the last decade, making running a business in this sector incredibly ch…
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Season 2 Episode 13 - The World (and your super) is getting better!
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In this episode we talk about all the bad news out there - and consider whether the world is actually getting worse or better, and how this relates to your super we also talk about - Making sure your super is safe - How to avoid scams - Some investment principles Contact us at Scientiam.com.au , like and share or podcast or email me nigel@scientiam…
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Season 2 Episode 12 - Understanding your Superannuation with guest Scott Aggett from Hellohaus.co
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19:39
In this episode of Understanding your Superannuation , we talk to Scott Aggett from HelloHaus.co. I have known Scott for 25 years and am excited to interview him today as we share knowledge about property with one of Australia's leading property experts check out Hellohaus.co for more information!About Us | Hello Haus We would love to hear from mor…
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Season 2 Episode 11 - Understanding your superannuation - What do clients want? Aimie Roberts
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In this episode of Understanding your superannuation, we talk about 5 key topics with our guest Aimie Roberts. Education Access to advice Costs Online experience How is Scientiam used? We would love to hear from more of our listeners - please comment/like. subscribe and share or email me at nigel@scientiam.com.au Visit the Scientiam website: http…
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Season 2 Episode 10 - US Banking collapses, ETF's and performance data
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In todays episode Nigel discusses the US Banking collapse and implications, ETF's and performance dataWe would love to hear from more of our listeners - please comment/like. subscribe and share or email me nigel@scientiam.com.au Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b2…
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Series 2 Episode 9 - Interview With Estate Planning Solicitor - Danielle Manion from Stuart Latham Solicitors
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In today's episode, we talk with Danielle Manion, a solicitor with Stuart Latham Solicitors The topics we discuss are - death benefits in super - the different types of nominations - what happens if you won't make a nomination - estate planning and wills - collaborative estate planning You can find out more here STUART LATHAM SOLICITORS Phone: (02)…
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Series 2 Episode 8 - New taxes announced in super !
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In this episode we talk about the superannuation tax system and consider if all the current taxes are more than enough ! So why the new taxes announced this week ? Visit the Scientiam website: https://scientiam.com.au/ Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/compa…
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Series 2 Episode 7 - The Latest Round of the Super Wars begins!
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In this episode we look at the start of the new "super wars". The Labor Government is looking at legislating exactly what super is , and is also framing up the conversation to make reforms to the current system, taxes and rules. This will be fascinating, so watch this space!Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on Linke…
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Series 2 Episode 6. The Quality of Advice Review and Why it's important to Australians with superannuation
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23:50
In this week's podcast, we run through the Quality of Advice Review. The Purpose of the review is "to ensure Australians have access to high quality, accessible and affordable financial advice" So it's important to understand what this all means for your super! Overall if legislated, these reviews look good for you as a superannuation investor. Vis…
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Series 2 episode 5. Understanding costs - What should a super fund cost you?
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In this episode we talk about costs. What are the costs involved with super. What should you be paying and what do the typical funds cost to run? Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-invest…
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Series 2 episode 4. Where do your superannuation returns come from ? What should i expect ?
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In This episode of our series Understanding Your Superannuation, we discuss performance returns and explain the key principles to consider when understanding your super fund's performance. What should you expect as a return? Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662…
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Series 2 Episode 3. What to focus on in 2023
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In this episode of our series " Understanding your Superannuation" , In this episode, we talk about planning for 2023... it can be daunting so we break it down into a few simple steps to get your finances humming for 2023! Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 F…
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Series 2 episode 2 - What to make of all the “New Year” stock predictions?
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In this episode of our series " Understanding your Superannuation" , we look at the new year stock predictions and go through some steps to work out whether this is a smart approach to manage superannuation money. Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Sci…
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Series 2 Episode 1: Understanding your Superannuation Series by Scientiam
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Theme – understanding your super so you can retire comfortably This podcast is all about super and giving you the knowledge to do better. We also run a weekly zoom class that you can attend for free and ask questions about this podcast topic of anything super, and of course its recorded for Scientiam members Simply email me nigel@scientiam.com.au a…
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Josh and Nic's Insights and Experiences As New Financial Advisers | Episode #25
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20:08
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, Josh …
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Chris Holcombe's Industry Insights & Views on the Quality of Advice Proposals - sharing his experience as a Compliance Manager | Episode #24
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24:20
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…
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Q3 2022 Market Review with Dr Steve Garth | Episode #23
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5:29
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve…
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Tom Buckley on The Importance of Cybersecurity For The Financial Planning Industry | Episode #22
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30:29
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…
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John Hazell's Insights & Experience as a Financial Expert | Episode #21
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23:06
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…
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How Will Quality of Advice Review Proposal Papers Affect Advisers and Clients? | Episode #20
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12:52
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, I dis…
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Colin Weir on How Advisers Can Use Technology to Add More Value for Clients | Episode #19
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31:04
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…
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Negative Markets - Should You Worry About It? | Episode #18
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11:31
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Josh, Nic, and I talk about the current market conditions and help you understand …
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Q2 2022 Market Review with Dr Steve Garth | Episode #17
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14:03
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve Garth and I conduct a quarterly market review for the second quarter of 2…
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Scott Douglas' Insights & Experience as Financial Adviser | Episode #16
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21:54
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Scott Douglas, Director and Wealth Specialist at IMFG. He shares …
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Keith Abraham on Creating High-Performance Leaders & Building Massive Business Growth | Episode 15
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18:27
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Keith Abraham, a world-renowned motivational speaker and leadersh…
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Jim Stackpool’s Insights & Experience as a Financial Adviser | Episode 14
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22:47
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Jim Stackpool, Founder of Certainty Advice Group. He shares with …
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Rates Go Up - How Will It Change Your Business? | Episode 13
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6:18
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, we talk about the increased interest rate from 0.1% to 0.35% made by the Reserve B…
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2022 First Quarter Market Review with Dr Steve Garth | Episode 12
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8:10
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve Garth and I conduct a quarterly market review for the first quarter of 20…
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Understanding More About ETFs with Evan Metcalf | Episode 11
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18:32
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, we speak with Evan Metcalf, Head of Product at ETF Securities Australia. He shares…
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Patrick Anwandter's Insights & Experiences as a Financial Adviser | Episode 10
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38:58
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, we speak with Patrick Anwandter, Managing Director of Strategy First Financial Pla…
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Tips on Attracting and Retaining Talent in a Tight Market with Edwina Oglivie | Episode 09
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39:42
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, we speak with Edwina Ogilvie, Director of Ogilvie Talent - a specialist Family Off…
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What You Need to Know About Compliance & Regulations As a Financial Adviser | Episode 08
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6:23
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. The financial industry is constantly dealing with new compliance and regulations, but what does thi…
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Michael Rees-Evans' Insights & Experiences as a Financial Adviser | Episode 07
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29:18
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, we speak with Michael Rees-Evans who has over 20 years of experience in the financ…
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Evidence-Based Vs Active Management: Discussing the Best Approach for Clients | Episode 06
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7:55
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, we talk about some strategies on how we can help our clients get the best possible…
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Back to Work & Markets have Fallen – What Should I Do!? | Episode 05
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7:07
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode of the Future Financial Adviser, I discuss the current state of the markets. Since …
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What’s in Store for 2022? | Episode 04
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17:11
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, I reflect and dive into the possibilities for 2022. The last two years have been h…
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Is the Magellan Case Unusual? | Episode 03
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10:18
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, I am joined by Josh – one of our financial advisors on our team. Today we talk abo…
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What Does the Future of Financial Advice Look Like in Australia? | Episode 02
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8:04
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, I talk about the future of financial advice in Australia in the next 50 years. In …
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How Do Advisers Use Fixed Income & Bonds? | Episode 01
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9:39
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, I talk about fixed income. It’s often considered to be a ‘boring’ topic, an asset …
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What is happening in Australia's Property market - with HelloHaus.co founder Scott Aggett
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16:17
In these podcasts we talk all things investing - and right now everyone is talking about property ! It just keeps going up ! How, Why - what next??!! You don't want to miss this one if you won a property or would like to ! Scott Aggett has been in the property game in Australia for over 20 years and now runs successful Hello Haus.www.hellohuas.co S…
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Are markets going to crash? What should I do?
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19:18
In this episode, we talk about the "noise" and predictions often quoted in the media or by someone you know, or who knows a guy, who says markets are about to crash! So let's discuss these predictions and work out whether we should follow them. Or is there a better way to invest? Listen in and find out how to invest successfully without the need to…
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Jim Parker - Communicating The Investment Story
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25:38
In this podcast we speak with Jim Parker, Writer, Communicator and Digital Strategist Bringing Ideas to Life! This interview will give you a great insight into how to use media in our current lives to help us become better investors - Jim discusses topics such as "cutting out the noise" and "who to trust" plus what to avoid ! Its a must listen for …
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Interview with Jaqui Lane - thebookadviser.com.au
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Jaqui’s vision is to change the world one book at time. In this interview we welcome Jaqui Lane, author, storyteller and book adviser (thebookadviser.com.au). Jaqui helps business people share their knowledge and insights through writing, publishing and marketing their own, quality business book. Jaqui has interviewed over 900 Australian business p…
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