“You can go and download your last five years of bank statements... or a spreadsheet where you're tracking the amounts and the dates”

Martin McGrath · Retire Right · 441 Transition to retirement, death tax, recontribution strategy, sell house to travel + more

Play from 2:37
2:37

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What was described

keep a spreadsheet tracking gifted amounts and dates for Centrelink compliance

Said nearby on the same subject

“They made a spreadsheet of when they could come and babysit, when they could take her on a play date, when they could provide meals.”
LS
Leah Stewart
Straight Talk with Mark Bouris ·
How they work Share this moment
“You got to have stuff either with Velcro on it, you got to have a little bag where you put everything and keep track of everything”
RB
Randy Bresnik
The Journal. ·
How they work Share this moment
“The psychological dimensions of compliance and the legal dimensions of compliance are not meant to be separate... they need to marry each other and synergize for compliance to occur consistently.”
DG
Dr. David Gruder
Innovation in Compliance with Tom Fox ·
Contrarian take Share this moment
“I did not feel confident in NetSuite. So, we decided to onboard Fulfill. Not only did it replace our spreadsheets with one system that tracks everything down to the zip code, but it scaled with us as we grew from two fulfillment centers to close to 10”
♫
Said on Operators
How they work 2 fulfillment centers → close to 10 Share this moment

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