Mastering Your Finances with Lisa Morgan: Tax Strategies & Super Insights

Welcome to the debut episode of the Money Talk Podcast, hosted by Dr. Dennis Maddern, Founder and Executive Chairman of Maddern Financial Advisers. In this first episode, Dr. Maddern is joined by Lisa Morgan, an equity partner and tax specialist, to share her wealth of experience in the financial sector. Lisa delves into her career journey, key strategies for tax minimisation, superannuation tips, and advice for business owners seeking better financial management.

• Lisa’s career journey: Her path to becoming an equity partner in accounting and tax.
• Tax minimization strategies: Practical tips for reducing your tax burden.
• Maximizing your superannuation: Key insights for building long-term financial security.
• Business financial health: Essential principles to maintain a strong financial foundation.
• SMSF insights: Important considerations when setting up a Self-Managed Super Fund.
• Future financial trends: Lisa’s outlook on evolving trends in accounting and tax management.

Subscribe to the Money Talk Podcast for more expert insights into finance, tax, and business management, hosted by Dr. Dennis Maddern. If you found this episode valuable, please leave a review and share it with others seeking financial advice!

https://www.maddernfinancial.com.au