Masters of Finance Podcast with Chris Haggart & Alex Hont

Each week Chris and Alex discuss a range of topics that relate to the investing and finance industry. As tech savvy advisers in a changing world, we will explore what’s topical currently as well as longer term established themes.

Chris and Alex take a lighthearted approach to educating listeners, and occasionally stray into the world of the weird and wonderful. Part 3 of our Estate planning special coming at ya! Have a listen to the final episode with Lav Chhabra of Perpetuity Legal where we look at some case studies of when a simple will did not provide the right outcomes for people as well as some of the issues to consider when planning the transfer of assets of a Self-Managed Super Fund.

Have you nominated someone to hold your Power of Attorney? Find out why it could be important and also some of the limitations that a Power of Attorney is constrained by.

If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details.

For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris.

The material and information discussed in this podcast are for general information purposes only. You should not rely upon the material or information in this podcast as a basis for making any investment, legal or any other decisions.

Whilst the podcast hosts, guests and any entity with which they are associated endeavour to make sure that the information presented is factually correct, we have not factored in anyone personal circumstances and make no representations or warranties of any kind, express or implied about the completeness, accuracy, reliability, suitability or availability with respect to the discussion or information, products or services for any purpose.  Any reliance you place on such material is therefore strictly at your own risk.