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27min chapter
#473 Rob Goudie
Ensombl Advice Australia
Navigating Investment and Tax Complexities
This chapter explores the intricacies of managing client portfolios, particularly for self-employed farmers and business owners facing retirement. The discussion delves into personal experiences with investment management and the challenges of capital gains tax, emphasizing the importance of direct ownership of assets and timely tax reporting. Additionally, it highlights the role of technology in modernizing investment strategies and improving client communication in a changing financial landscape.
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