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

The ultimate superannuation EOFY checklist 2026

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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. We have only a short time left to the end of the financial year to get our SMSF or other super funds in order and ensure we are making the most of the strategies available to us. Here is a checklist of the most important issues that you should address with your advisers before the year-end.
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The ultimate superannuation EOFY checklist 2026

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By Jason Teh, Liam Shorte, Joanne K Earl
| Firstlinks
Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to." Reader: "Great resource.
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Small APRA funds as an exit strategy for SMSF trustees

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By Liam Shorte
| FS Super Verified
A small APRA fund (SAF) is similar to an SMSF but instead of the individual(s) being the trustee(s), a professional licensed trustee is responsible for all of the administrative, compliance and legislative responsibilities of running the superannuation fund. SAFs offer an alternative for individuals looking for the increased flexibility of an SMSF but without the burden of being a trustee and the associated compliance risk.
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