Welcome to the KeysFP Video Library

The following videos have been prepared to provide you with an overview of selected financial planning topics, in a short easy to follow format that will help you decide what areas of your affairs may require attention. Our aim is to help as many people as we can understand how a few simple strategies can make the world of difference when it comes to maximising your financial planning potential.

Please feel free to contact us with any questions you have about the videos or our services in general or would like to sugest a topic that has not yet been covered or just enjoy the videos.

Understanding Business Structures & Taxation

Phil Mason-Cox Director of Keysfp talks to Stephen Hall from Stephen Hall and Associates about the different types of business structures that can be utilised for asset protection and minimisation of taxation for small business, the issues surrounding Capital Gains Tax as it relates to small business and the reasons for holding business real property inside a Self Managed Superannuation Fund.


Estate Planning

In the following video series Phil Mason-Cox Director of Keysfp talks to Tom McVeigh from Murdoch Lawyers about why Estate Planning is important for you, how you can protect your family through via a well constructed Estate Plan, and the different types of discretionary powers of your estate as it relates to superannuation funds.