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Liam Shorte on Muck Rack

Liam Shorte

Sydney
As seen in: Morningstar Australia, Money (Australia), Firstlinks, FS Super
Helping families take back control of your wealth. Family Trusts & #SMSF Specialist Adviser at SonasWealth.com.au linktr.ee/smsfcoach ❤️’s Kim

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Liam Shorte’s Biography

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Professional SMSF Specialist Advisor™ who coaches clients on how to take back control of their finances and make the most of the tax and superannuation systems in Australia

Liam Shorte’s Journalist Portfolio

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How much do I need to retire at 60?

How much do I need to retire at 60?

Theoretically, how much money you need in retirement depends on how long you live. Although there is no such …

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How much do I need to retire at 60?

How much do I need to retire at 60?

Theoretically, how much money you need in retirement depends on how long you live. Although there is no such …

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Consolidating your super? Read this first

Consolidating your super? Read this first

Let me start by painting a typical scenario I faced recently. A couple wanted to buy an investment property. …

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Are you a punter or a professional gambler?

Are you a punter or a professional gambler?

Are you a punter or a professional gambler? With the Melbourne Cup in the news, I thought it was an opportune…

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Government bonds set to fail with retail investors

Government bonds set to fail with retail investors

Legislation passed through parliament on Thursday that followed through on a promise by "the world's greatest…

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Are your accountant, financial advisor and lawyer operating as a team for your benefit?

Are your accountant, financial advisor and lawyer operating as a team for your benefit?

As a business owner, you need to leverage off all the relationships you build as your business develops. You …

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Articles

Division 296: the initial moves to make before the windows close

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By Liam Shorte
| Morningstar Australia Verified
This article was provided by a third-party and the opinions expressed here are the author’s. Morningstar values diversity of thought and publishes a broad range of viewpoints. The most valuable planning happens before 1 July 2027 – and the single best lever, equalising balances between spouses, closes the moment one of them dies. What follows is general information for advisers and trustees, not advice on any particular fund.
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Retire with Purpose report 2026

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By Liam Shorte, Martin Smith, Derek Gascoigne
| Firstlinks
Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point." Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter." Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get." Reader: "Great resource.
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When do fundamentals matter?

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By Kate Howitt, Liam Shorte, Martin Smith
| Firstlinks
Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read." Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!" Reader: "Love it, just keep doing what you are doing.
Open in Who Shared View Duplicates (14) Issue with article?
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