Josh Lee - Financial Adviser

Josh Lee - Financial Adviser Aussie Financial Adviser spreading financial literacy,
one video at a time! Book a FREE 15-minute chat below 👇

https://ap1.hubs.ly/y0nB8H0 Sound good?

Do you have big life goals? Do they feel slightly out of reach right now? Have you made small moves towards your goals? but you are ready for the big swings now. If you really want to reach your goals, both long and short term...

You need an actionable plan. A plan to help you make bigger moves towards your goal. If you've got the goals, determination and commitment...

I've got the plan for you.

(Minus the jargon and confusing stuff.) Here's the next steps:

→ Book your free 15-minute call with me
🗓 https://www.linkwealth.com.au/josh-lee-link

→ Sign up and get the free Training
🌐 https://www.linkwealth.com.au/get-the-training

→ Binge watch my TikTok ()
🎥 tiktok.com/
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𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗮𝗱𝘃𝗶𝗰𝗲 𝗱𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: 𝗧𝗵𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗱 on this page and my videos are 𝗴𝗲𝗻𝗲𝗿𝗮𝗹 𝗶𝗻 𝗻𝗮𝘁𝘂𝗿𝗲 𝗮𝗻𝗱 𝗱𝗼 𝗻𝗼𝘁 𝘁𝗮𝗸𝗲 𝗶𝗻𝘁𝗼 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗮𝗰𝗵 𝗼𝘂𝘁 𝗶𝗳 𝘆𝗼𝘂 𝘄𝗶𝘀𝗵 𝘁𝗼 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻.

18/07/2026

Trust restructuring in 2027

13/07/2026

Did you know that if you move out of your principal place of residence, you can still claim the main residence exemption for up to six years? This allows you to rent out the property as an investment and sell it entirely tax free.

For example, if you moved out four years ago and rented the property while living in a new home, you could still sell it tax free using the six-year rule.

The key thing to remember is that you can only claim this exemption on one property at a time.

If you live in a new home while your old home is still covered under the six-year rule, you cannot double-dip. Proper valuations and timing are crucial to make the most of this strategy.

P.S. DM me if you want help understanding how to use the six-year rule correctly and protect your capital gains.

11/07/2026

6 year rule & selling an investment property
tax-free

If I had to put where I am in life down to a few key moments, one of them would be getting involved in martial arts when...
03/07/2026

If I had to put where I am in life down to a few key moments, one of them would be getting involved in martial arts when I was 12.

At that age, I was pretty good at pushing boundaries and finding trouble.

Martial arts changed that pretty quickly. It gave me structure, discipline and something to work towards.

I went on to earn my black belt, win a state title and learn lessons that still shape me today.

Self-discipline. Personal responsibility. Setting a goal and showing up until you get there.

Last year I decided to reconnect with my martial arts roots, but in a completely different style, Brazilian Jiu-Jitsu.

Fitting it into an already stretched calendar has not been easy, but I wanted a new test. I also wanted a head start before my son Leon starts training.

Recently I graded and received my Gracie Jiu-Jitsu Combative belt with our head instructor Robbie Singh, who is one of the best around.

The road to black belt will likely take more than 10 years.
Which is probably the best part.

A good reminder that the fun is in the journey, not just the destination.

02/07/2026

SMSF property investors are about to get hit.

Just when SMSF property investors thought they were safe, the Australian government also targeted self-managed super funds. News has dropped that new legislation will block borrowing to buy residential property in an SMSF. Currently, you can borrow through a limited recourse borrowing arrangement (LRBA), but this will change. Buying property outright would still be allowed, but borrowing may be off the table.

Existing SMSF properties with loans will be grandfathered, but future investors will face stricter rules. Short-term, property markets, especially Sydney and Melbourne, may feel the pressure.

P.S. DM me if you want to understand how to protect your SMSF property strategy.

30/06/2026

Final chance to get some tax deductions before EOFY

29/06/2026

Tax deductions

I recently had the chance to lead three presentations as part of Entireti's Online Learning Sessions:1. Brand Human: Bui...
29/06/2026

I recently had the chance to lead three presentations as part of Entireti's Online Learning Sessions:

1. Brand Human: Building Trust in a Digital World
2. The Million-Dollar Adviser: Unlocking Capacity, Driving Value and Confident Growth
3. Scaling Smart in Professional Services

Each session focused on a different part of building a stronger advice business, from creating trust online, to improving capacity, to scaling in a smarter and more sustainable way.

Hopefully, those who attended walked away with a few ideas they can use in their own practices.

Always great to contribute to conversations that help advisers deliver better outcomes for clients and build stronger businesses.

25/06/2026

SMSF lending changes will hurt the middle class not the wealthy

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