Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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63. Succession Planning with Terry Waugh
MP3•Episode home
Manage episode 338255934 series 1918697
Content provided by Aussie Firebug. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aussie Firebug or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Today we’re talking about succession planning with the one and only Terry Waugh.
This is a pretty big topic but we’ll be focusing in on areas such as:
- What is succession planning and why should we care? (02:22)
- What are some of the available options for succession planning? (04:19)
- Wills (07:06)
- Testamentary trusts (13:31)
- Succession planning within companies (20:52)
- Superannuation - who gets it when you die? (24:15)
- SMSF - what are the key differences? (28:42)
- Life insurance inside superannuation (39:30)
- How to protect your kids in case you die (31:01)
- How much do these structures cost? (33:27)
Links
- Podcast - 46. Terry Waugh - Structuring
- Website - Structuring Lawyers Pty Ltd
- Podcast - The Structuring Podcast
- Facebook - Aussie FIRE Discussion Group
- Forum - Property Chat
144 episodes
MP3•Episode home
Manage episode 338255934 series 1918697
Content provided by Aussie Firebug. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aussie Firebug or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Today we’re talking about succession planning with the one and only Terry Waugh.
This is a pretty big topic but we’ll be focusing in on areas such as:
- What is succession planning and why should we care? (02:22)
- What are some of the available options for succession planning? (04:19)
- Wills (07:06)
- Testamentary trusts (13:31)
- Succession planning within companies (20:52)
- Superannuation - who gets it when you die? (24:15)
- SMSF - what are the key differences? (28:42)
- Life insurance inside superannuation (39:30)
- How to protect your kids in case you die (31:01)
- How much do these structures cost? (33:27)
Links
- Podcast - 46. Terry Waugh - Structuring
- Website - Structuring Lawyers Pty Ltd
- Podcast - The Structuring Podcast
- Facebook - Aussie FIRE Discussion Group
- Forum - Property Chat
144 episodes
All episodes
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