Tahli Cavagnino
speaker
599 appearances
2 recordings
1 series
first heard May 2026
last heard 17 Sep
Tahli Cavagnino’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
I didn't know.
And they essentially
Yeah, so essentially they will give you a little bonus, um, which is based on uh looking at, you know, the
CGT that they've kind of already implied and accumulated are aca accounted for in the unit price of your investments.
Um, and then when you move into an account-based pension, they basically go.
Here you go.
Here's the money that we already withheld for assumed tax for the group.
But here's your portion back in a way.
So it's like, yes, you do get the tax drag, uh, but it's slightly offset by something like that.
Um, but also the way that the balance booster is marketed is not.
that way at all.
It's kind of seen as like this little gift that we give you for your loyalty.
we definitely do uh work with clients where that is the specific goal.
Um, like there was run one only recently where um
It was a couple and you know, they were they were happy with keeping one in an industry fund just to keep it um diverse and to have kind of like a a finger in every pie.
But then the other partner was very adamant in having money on a platform.
Because they wanted to accumulate their wealth in that environment and then be able to transfer that into a pension on that platform and not be penalized for the pooled group's uh tax implications, if that makes sense.
Well, I like to think of it in terms of um what the super funds are paying people back when they get that balance booster because I think that indicates to us what the cost actually is.
Yes.
And that's typically a few thousand dollars.
Showing 201–220 of 599 · page 11 of 30
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