In this episode, I chat with Liam Shorte, a native of Athy, Co Kildare, who has lived in Australia longer than in Ireland. Liam is an SMSF (Self Managed Super Fund) and superannuation specialist who runs his financial planning practice in Sydney. Liam has won multiple industry awards for his work around SMSFs and superannuation, so it was great to chat with him.
I chatted with Laim about superannuation in general, insurance with superannuation, and the option of moving from an industry fund to an SMSF. If you are looking to focus on your superannuation and take a more active approach to managing it, be it through your existing fund or potentially looking at the SMSF option, then Liam provides some good tips on where to start.
You can learn more about Liam through his two businesses, The SMSF Coach and his broader financial planning business, Sonas Wealth. Liam is also very active on LinkedIn, sharing important news regarding superannuation legislation changes and strategies for maximising your superannuation.
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