The SUPERmen Podcast

Lionel and Matt discussed the current state of their respective businesses. However, in this episode the boys focus on the challenges faced by grandparents who want to support their grandchildren financially. They also explored alternative investment options for grandchildren, such as superannuation, investment bonds and education bonds, which offer tax benefits and flexibility. Lastly, Matt empha...

On this episode Matt & Lionel discuss how you can use superannuation to make it possible to pay no income tax. They explore contribution strategies, different phases of superannuation, and the overall tax structures. The supermen explore some recent cases and experiences to further explain how this can be used in specific circumstances. Lionel O'Mally  https://www.purposeplanning.com.au/...

In this episode of the Supermen Podcast, Matthew and Lionel discuss the complexities and unknowns of the superannuation system in Australia. They highlight the history of superannuation, and how it has evolved over the years. They also discuss the tax traps that retirees need to avoid and the hidden rules that some super funds impose on their members. A particular focus is on the minimum balance r...

In this episode of the Superman Podcast, co-hosts Matthew and Lionel discussed their recent experiences, strategies, and client cases. They explored various financial scenarios, including the challenges of maintaining a large family home as people age and the pros and cons of downsizing for retirees. They also discussed strategies to maximize pension benefits and protect assets for a client with a...

Lionel and Marshall discussed the importance of personal insurance for Australian households, emphasizing the role of life insurance, total and permanent disability insurance, trauma or critical illness insurance, and income protection in providing financial security. They also highlighted the importance of reviewing insurance plans, understanding the differences between various types of insurance...

Paul Milbourne, from Milbourne Insurance Solutions, shares his insights on business risk management, tax planning, and debt management, and the importance of understanding corporate structures. The team also discussed the potential implications of expanding your business partnership to include spouses, the importance of identifying key roles in a business, and the benefits of various insurance pol...

Episode 18 - The SMSF Coach. Matt & Lionel had the pleasure of being joined by Liam Shorte, the SMSF coach from Sonas Wealth. In this podcast the boys discussed the benefits and considerations of setting up a self-managed super fund (SMSF), including the importance of understanding the associated responsibilities, seeking professional advice, and the potential risks of mismanagement. They also...

Lionel and Matt from FMC Accountants discussed various aspects of individual tax returns, including deductions, claims, and changes in tax brackets. They emphasised the importance of seeking professional financial advice, maintaining accurate records, and working with registered tax agents to navigate the system. They also highlighted the benefits of contributing to superannuation as a strategy to...

Matthew and Lionel, hosts of the Superman Podcast, discussed their approach to financial planning, client education, and the value of their services in providing financial guidance and easing clients' worries. They also highlighted the challenges and benefits of providing financial advice to clients, particularly those with disabilities, and looking to retire. And the importance of building long-t...

Today's episode we have a special guest, someone Matt has known as a friend & colleague for over 11 years. We first met while working at the big corporate in Sydney. Our guest today is none other than Mr. Ronald Pratap. Ron is the principal financial planner at RP Wealth management. Ron is one of the most relatable and funny financial planners I've ever met, and he's dedicated to helping the p...

After Matt & Lionel discussed the importance of estate planning, they wanted to get an expert on the podcast to provide some valuable insights. Alana Harden Williams from Cooper Williams discussed the importance of expert legal advice and guidance in creating a will, and the potential pitfalls of using online DIY will kits. The team also discussed the potential costs and liabilities associated...

In the Supermen Podcast, Heather Cameron, a best-selling author from Bourke, was invited to share her inspiring story of self-publishing her book. The hosts, Matt and Lionel, discussed Heather's relationship with money, exploring her upbringing and financial lessons from her rural background. Heather shared that growing up in a financially modest household, with the value of money emphasized, led...

Will the RBA be forced to raise the cash rate? Matt McCabe speaks with the Chief Economist from BetaShares David Bassanese. They explore the impact of inflation on families, discuss the outlook for inflation, touch on unemployment and the affect it has on inflation and interest rates. David Bassanese shares his insights as to where interest rates are going, the fear of recession and how it may imp...

The Superman Podcast team introduced award winning financial planner John Cachia, who shared his unique approach to financial planning and his passion for helping Australian's achieve their goals. The boys discussed the complexities of financial planning, and the importance of addressing not just financial issues but also the underlying behavioural and psychological ones. The team also highlighted...

In this episode of the superman podcast, Matt and Lionel discussed the critical aspects of estate planning. They highlighted the importance of having a will, which is a legal document that specifies how assets are distributed after an individual's passing. They also emphasised the role of an executor in managing the estate and the potential consequences of not having a will, such as assets being d...

In this episode of the SUPERmen podcast, Lionel and Matt discuss the value and importance of financial planning. Lionel addresses the negative perception of financial planners in the media and highlights the impact of good advice on long-term financial growth. They also touch on the issue of under insurance in Australia and the recent Royal Commission into the financial services. Personal anecdote...

Matt McCabe and Lionel O'Mally discussed the potential of investment and education bonds for tax-effective investing and estate planning, with a focus on their unique tax rates, ownership structure, and flexibility. They also explored strategies for using these bonds for future education expenses, retirement income replacement, and long-term investment, emphasising their benefits for tax-efficient...

Matt and Lionel discussed strategies to reduce tax burdens and boost retirement savings, with a focus on maximizing superannuation contributions and leveraging tax deductions. They also shared their thoughts on the stage 3 tax cuts. Lastly, they touched on the importance of balancing super contributions with personal cash flow needs, and the increasing demand for financial planning advice. Lionel...

Lionel and Matt discuss a few questions that Lionel was asked at the Caravan & Camping show at Rosehill Gardens. Lionel & Purpose Planning had a stall at the show, looking to impart some of his knowledge to attendees to support them on their journey. In the podcast, the boys discuss the financial benefits of superannuation, including strategies for maximizing concessional contributions, ac...

After listening to your feedback, Lionel & Matt discuss a topic for the younger generations specifically debt and property. The lads emphasize the importance of strategic debt management and the benefits of using an offset account compared to a savings account. They explore the potential tax benefits of different strategies and the importance of considering future life stages when managing fin...

The boys are coming to you from The Northy Bourke Pub with special guest Barry "Nooka" Harris. Lionel and Matthew discussed their Superman podcast, where they aim to provide financial advice for people of all backgrounds. They shared their personal stories and experiences with money, as well as their experiences assisting individuals. Including their special guest Barry "Nooka" Harris and his road...

This week, your financial planners, Matt & Lionel, discuss all things superannuation and how you can leverage superannuation to support yourself in retirement. They explore the most googled terms of superannuation, provide valuable insights and education around one of your largest assets (outside your home). Matt thought this would be a dry and boring topic, however Lionel wanted to tackle sup...

In this podcast you are in for a treat. The two financial planners, Lionel O'Mally & Matt McCabe, discuss how they came up with the name 'The SUPERmen Podcast’. Before taking a look at some recent financial articles that pricked their ears and they discuss how they would approach each situation with their clients. They explore the article 'six horror stories in retirement' in more detail, link...

The Supermen Podcast is a dynamic and insightful show hosted by two seasoned financial planners from Australia, who bring a wealth of knowledge and experience to the table. In this episode Lionel O'Mally & Matt McCabe introduce themselves to the listener and discuss what to expect on the new podcast. Whether you're a seasoned investor or just starting to think about your financial future, the...