Liam Shorte - Podcast Details

Shows

Financial Services Podcast NetworkSMSF: EOFY super planning and tax strategiesAs the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three weeks to optimise super strategies for their clients. Managing clients’ total super balance (TSB) effectively is right at the top of the list, with Shorte explaining the importance of having accurate information and why it’s not always a good idea to maximise unused cont...2025-06-0648 min

The SMSF Adviser ShowEOFY super planning and tax strategiesAs the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three weeks to optimise super strategies for their clients. Managing clients’ total super balance (TSB) effectively is right at the top of the list, with Shorte explaining the importance of having accurate information and why it’s not always a good idea to maximise unused cont...2025-06-0448 min

The Money PuzzleHow to build a cash buffer...fastThe markets are wild and cash rates are dropping quickly at the major banks: Investors of every type need cash. Here's a guide for the investor who wants to be ready for the next opportunity. Liam Shorte of the Sonas Group joins Associate Editor- Wealth James Kirby in this episode. -------In today's episode, we cover: Finding the best cash rates Optimising offset accounts Reviewing Dividend Reinvestment Plans Sorting your super inheritance (and that does not mean your Will) See omnystudio.com/listener for privacy information.2025-04-2232 min

The Money PuzzleWhat financial risks to avoid in the year ahead (with Liam Shorte)Interest rates are set to fall in 2025 - and we may have to say goodbye to the days of 5 per cent returns for zero risk. Of course, there is no lack of opportunists standing in the wings with ideas for your money: The problem is that most of these 'opportunities' will come with a lot more risk than a bank deposit. What to do? Liam Shorte of the Sonas Wealth group joins wealth editor James Kirby in this episode. ---------In today's show, we cover Preparing for lower fixed-interest returns The risk of a...2025-01-2336 min

The SMSF Experts with Shelley BantonSMSF Strategies Unveiled with Liam ShorteIn today's episode of The SMSF Experts, we’re looking into the essential strategies and insights needed to manage a successful Self-Managed Super Fund. From foundational principles to advanced techniques for tax efficiency and investment diversification, we cover key areas that can make a big impact on your SMSF journey. Joining us is Liam Short, Managing Director of Sonas Wealth. With over 30 years of experience in financial services, Liam is renowned for his practical, holistic approach to helping people take control of their wealth. (01:36) The Evolution of Financial Planning(04:03) Setting Up Your First SMSF: Key Adv...2024-11-1942 min

The Elephant In The Room Property Podcast | Inside Australian Real EstateIs Property Investment Within an SMSF a Good Idea?Is putting property into your SMSF a good idea, or could it be too risky? SMSF advisor Liam Shorte from Sonas Wealth joins us today to explore this hot topic, giving practical insights on the benefits of more control, tax advantages, and the hidden costs and risks that SMSF investors often miss. We explore the appeal of property investment within an SMSF for those aiming to diversify their retirement strategies, with Liam highlighting both the potential benefits and risks involved. While property can offer control and growth, Liam has seen many investors fall prey to unqualified advice...2024-10-2755 min

The SUPERmen PodcastEpisode 18 - The SMSF CoachEpisode 18 - The SMSF Coach.Matt & Lionel had the pleasure of being joined by Liam Shorte, the SMSF coach from Sonas Wealth. In this podcast the boys discussed the benefits and considerations of setting up a self-managed super fund (SMSF), including the importance of understanding the associated responsibilities, seeking professional advice, and the potential risks of mismanagement. They also explored the financial implications of purchasing properties through SMSFs, the potential of using SMSFs to purchase commercial properties, and the importance of financial planning and tax minimization. Lastly, they discussed retirement strategies for couples...2024-08-071h 09

The Money PuzzleTackling Tax Threats (Real and Imagined)In redrawing the plan for personal tax cuts while introducing a tax on unrealised gains in super the government has unleashed a whirlwind of speculation: All tax shelters from negative gearing to CGT discounts are now fair game.What to do?In today’s show, we cover The political brawl on tax and how it affects you Exploring investment bonds and family trusts The looming importance of unrealised gains Struggling with poor service at Big Super Liam Shorte of Sonas Wealth joins wealth editor James Kirby in this episode See omnystudio.com/listener for priva...2024-02-1539 min

Ensombl Advice AustraliaStrategies to Creating Certainty in Retirement #3In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement. Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/ Sonas Wealth Website: https://www.sonaswealth.com.au/ The SMSF Coach Website: https://smsfcoach.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ With Allianz Retire+, it all adds up to certainty. Visit...2023-10-0357 min

The Money PuzzleThe no-brainer income opportunityHere's the puzzle: Should you depend on shares or cash for income? Well, your risky return from the ASX is represented by an average dividend yield of just over 4 percent. Meanwhile, with a cash term deposit, you can still get a 5 percent rate - government guaranteed - it just might be the deal of the decade, know it when you see it. In today's show, we cover: The last of the best of the term deposit deals? How to play thematic exchange-traded funds, shared equity home loans and when investment bonds make sense. Liam Shorte of the Sona...2023-08-2432 min

Stocks NeatPortfolio Management Strategies: Navigating the January Rally and Avoiding Investor TrapsIn this episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson to discuss the recent January rally and what it could mean for future returns. They also share insights on how investors can protect themselves from being too conservative and missing out on potential gains.Special guest Liam Shorte, @SMSFCoach on Twitter, then joins the podcast to further explore this topic. He discusses portfolio construction principles and tools investors can use to navigate tumultuous stock markets.They discuss the typical behaviour of investors during market highs and lows and share some client...2023-02-2341 min

The Money PuzzleIs Super Worth The Effort?Inside financial advice circles they call it the ‘black spot,’ the wealth level where government benefits fall away but annual investment income may be little better than pension. Wealth Editor James Kirby’s guest this week is financial adviser, Liam Shorte of the Verante Group Questions for the podcast are always welcome at moneycafe@theaustralian.com.au See omnystudio.com/listener for privacy information.2023-02-0243 min

The Money PuzzleNew financial year tax changes you should knowFinancial advisor Liam Shorte of the Verante Group joins The Australian's Wealth Editor James Kirby on this week's show. They discuss updates on changes to super, home grants and downsizing, bond funds fraud alerts, chasing overseas and the perils of income protection insurance. See omnystudio.com/listener for privacy information.2022-07-2137 min

Ensombl Advice Australia#311 Liam ShorteLiam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business. Liam Shorte XY: https://www1.xyadviser.com/members/2231871 Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/ Verante Website: https://www.verante.com.au/ SMSF Coach Website: https://smsfcoach.com.au/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/ Join the...2022-05-2335 min

The SMSF Adviser ShowStrategies and tips for SMSFs with EOFY tax planningWith 30 June now only weeks away, Liam Shorte, director of Verante Financial Planning, provides a range of tips, traps and strategies for end of financial year tax planning for SMSF clients. Liam gives an overview of the various contribution strategies available and how different strategies can interplay with each other to provide greater opportunities for SMSF clients. With the changes to the work test and downsizer contributions commencing from July, Liam also highlights some important considerations around the timing of strategies. He also discusses a number of other critical areas, including making the mo...2022-05-1831 min

Friends With MoneyBONUS: When it costs more to liveWith petrol prices above $2/litre and a bag of groceries costing more each day, what can you do to stay on top of your budget? A finance coach for 17 years shares how his clients are reassessing their savings plan. This week on the Friends With Money podcast, Money's Michelle Baltazar chats with Verante’s Liam Shorte about the pains of the rising cost of living. We discuss: Why retirees are holding off their travel plans this year; Why the Russia-Ukraine conflict will push food prices for many years; Why you need to top up your budget by...2022-03-2011 min

Low Rates High ReturnsMeet the Experts mini-series #4: Liam ShorteThis week Pete and Steve meet self-managed superannuation expert Liam Shorte. They discuss with Liam:-what is the purpose of superannuation in Australia?-is self-managing super for everyone?-how much do you need to self-manage your super?-what does it cost to set up a self-managed super fund?-how much is enough to retire? -should you invest in property, stocks, bonds, gold, art, or other asset classes?-how active do you need to be? -what are the biggest mistakes people make when self-managing?-how do you wind up a SMSF? -the endgame: how do you most efficiently pass on wealth...2021-09-1543 min

Tax TalksUPDATE 4 | Super COVID-19 MeasuresThere are 4 super measures coming or already implemented that will affect your super. Here is Liam Shorte of Verante Financial Planning with more 2020-03-3122 min

Tax Talks186 | Investing 101Liam Shorte of Verante in Castle Hill gives an Investment 101 crash course. If you are an investment guru, skip this episode.2019-10-1619 min

Tax Talks185 | SMSF Investment StrategiesSMSF investment strategies will receive a lot more limelight going forward. Liam Shorte of Verante in Castle Hill will tell you why.2019-10-1530 min