How often do you think about tax?

You might think about tax planning and tax effectiveness, but what about the role it plays in our day-to-day life?

In this episode of Purpose of Wealth, we sit down with tax expert Kerri Reynolds, Partner at Mutual Trust in Adelaide, to help us navigate a smart approach to tax planning throughout life so that you don’t let the tax tail wag the dog.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at purposeofwealth@mutualtrust.com.au

This podcast has been prepared in Australia by Mutual Trust Pty Ltd (ACN 004 285 330) (AFSL 234590). It is general information only and has been prepared without considering any particular person’s objectives, financial situation or needs. It does not constitute, and should not be relied upon as personal financial product, taxation or legal advice. Before making any investment decision you should read the relevant product disclosure statement or other disclosure document and obtain personal financial, taxation and legal advice. For more information about the financial services Mutual Trust provides, please contact us or visit our website, mutualtrust.com.au for a copy of our Financial Services Guide.

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps
Executive producer is Lauren McWhirter

See omnystudio.com/listener for privacy information.

How do you invest for multiple generations so you set your family up for success?

Turns out there’s a fair bit of science, a sprinkling of art, and it’s pretty good to have nerves of steel too.

In this episode we find out how to grow financial capital sustainably to provide for the needs of current and future generations you may not even have met yet.

Jono Gourlay, Head of Wealth at Mutual Trust also explains what it takes to hold the line through the rollercoaster of market booms and busts.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at purposeofwealth@mutualtrust.com.au

***This podcast has been prepared in Australia by Mutual Trust Pty Ltd (ACN 004 285 330) (AFSL 234590). It is general information only and has been prepared without considering any particular person’s objectives, financial situation or needs. It does not constitute, and should not be relied upon as personal financial product, taxation or legal advice. Before making any investment decision you should read the relevant product disclosure statement or other disclosure document and obtain personal financial, taxation and legal advice. For more information about the financial services Mutual Trust provides, please contact us or visit our website, mutualtrust.com.au for a copy of our Financial Services Guide.***

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps
Executive Producer is Lauren McWhirter

See omnystudio.com/listener for privacy information.

Great wealth casts a long shadow for those who have it.

You might not think so, but for those who have it, great wealth casts a looonnng shadow. Society heaps praise on the wealth creators, but the inheritors are often seen as people who “got lucky” by birth. This next generation frets it’s selfish and privileged to talk about their struggles.

In this episode, we meet someone who knows just what that’s like.

Someone who knows how to navigate these challenges, and who embraces the positive power of wealth.

Along the way, we’ll discover why pursuing personal aspirations is an important step toward a family’s Purpose of Wealth.

Join Narelle Hooper as she speaks with Kristin Keffeler, Chief Learning Officer at the Denver-based Johnson Financial Group, and Brad Simmons, Head of South Australia, Mutual Trust.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at purposeofwealth@mutualtrust.com.au

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps
Executive Producer is Lauren McWhirter

See omnystudio.com/listener for privacy information.