Episode 10

Don’t Let the Tax Tail Wag the Dog

Purpose of Wealth Podcast

About the episode

How often do you think about tax?

You might think about tax planning and tax effectiveness, but what about the role it plays in our day-to-day life?

In this episode of Purpose of Wealth, we sit down with tax expert Kerri Reynolds, Partner at Mutual Trust in Adelaide, to help us navigate a smart approach to tax planning throughout life so that you don’t let the tax tail wag the dog.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au – or email us at purposeofwealth@mutualtrust.com.au

This podcast has been prepared in Australia by Mutual Trust Pty Ltd (ACN 004 285 330) (AFSL 234590). It is general information only and has been prepared without considering any particular person’s objectives, financial situation or needs. It does not constitute, and should not be relied upon as personal financial product, taxation or legal advice. Before making any investment decision you should read the relevant product disclosure statement or other disclosure document and obtain personal financial, taxation and legal advice. For more information about the financial services Mutual Trust provides, please contact us or visit our website, mutualtrust.com.au for a copy of our Financial Services Guide.

Featuring

Narelle Hooper - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Kerri Reynolds - Guest
Partner, Tax & Accounting

Kerri has over 25 years of experience working with families in a variety of capacities, including tax, accounting and advisory services.

Over that time, she has worked in various roles as a Partner - for five years with KPMG and also within a four-partner accounting firm which she joined as her father retired. Most recently, Kerri ran her own business, Reynolds Advisory, prior to joining Mutual Trust in late 2021.

Kerri holds a Bachelors degree in Accounting from the University of South Australia. She is also a Fellow Chartered Accountant, Chartered Tax Advisor, a Specialist SMSF Advisor and a Graduate of the Australian Institute of Company Directors. Further, Kerri co-leads Mutual Trust’s Inclusion and Diversity Committee.