Join us in the next episode of this bonus series, where we're joined by Steven Boyce, Senior Wealth Adviser at Capital Partners, to share his transformative career journey from traditional stockbroking to purposeful financial advising.

Discover how an 18-month global travel experience reshaped his perspective, why starting with people matters more than money, and how he became a "freedom seeker" dedicated to helping clients achieve meaningful financial clarity.

Steven reveals the unique approach that sets Capital Partners apart and provides insights into building genuine client relationships beyond traditional investment strategies.

• (00:00 - 02:59) Steven Boyce's Early Career
• (02:59 - 05:34) Transition to Financial Advisory
• (05:34 - 08:27) Career Evolution at Capital Partners
• (08:27 - 11:34) Most Enjoyable Aspects of Role
• (11:34 - 13:14) Unique Value Proposition
• (13:14 - 14:35) Personal Insights

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings.

• (02:00 - 07:00) What is the Division 296 Tax
• (07:00 - 12:00) Debunking myths about superannuation tax rates
• (12:00 - 16:00) Unrealised gains and lack of indexation
• (16:00 - 24:00) Exploring alternative investment strategies
• (24:00 - 33:00) Managing potential tax implications

Materials:

Div-296-3m-tax.pdf

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Join Aden Wilkins in this bonus series, as he's joined by Michael Hayward, Principal Wealth Adviser at Capital Partners, shares his remarkable 20-year journey in financial planning. Discover how a chance encounter, a love for goal-setting, and a passion for helping others led him to become a trusted adviser.

Michael reveals the secrets behind providing clients with financial security, discusses his unique background as a six-dan black belt in Taekwondo, and explains why being a "Family Guardian" drives his professional approach.

• (00:00 - 03:12) Michael Hayward's passion for investing
• (03:25 - 05:15) Early days at Capital Partners
• 05:25 - 06:41 How a taekwondo background has influenced professional discipline
• (06:50 - 09:06) Providing clients with a sense of security and peace of mind
• (09:16 - 10:17) Advising multiple generations of the same family
• (10:31 - 11:30) Winning CFP of the Year
• (11:42 - 12:32) Focusing on supporting and setting up families for success

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.