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Bongiorno Group
The Money Doctors
The Money Doctors offers conversations on financial wealth and money matters for Australian medical and dental professionals. This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group. The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the...
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Ratings & Reviews
5.0 stars from 7 ratings
Recent Episodes
Mitch McKeown and Ricky Caldow continue their discussion on trusts, focusing specifically on investment trusts and property trusts. Investment trusts are commonly used for asset ownership, offering benefits like tax efficiency and discretion in distributing profits. They can hold various assets...
Published 11/18/24
Published 11/18/24
Trusts can offer tax benefits by distributing income across multiple beneficiaries, potentially lowering the overall tax liability, especially when assets are split among family members. While there are multiple types of trusts, each has unique features and applications.  Ricky Caldow and Mitch...
Published 11/11/24
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