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Profit from a falling Aussie Dollar

At the time of writing this the Aussie Dollar was valued at approximately $.92US with many experts predicting that the Aussie dollar is more likely to fall than increase further. Many investors are questioning whether now is the time to invest in overseas markets so...

Structure your assets for maximum benefit

Financial Planning, Investment Advice, Investment advice, Self Managed Superannuation Many business owners struggle with whether to hold their business assets as an individual or as a company. However, for many reasons, holding assets in a Self Managed Superannuation...

The growth of SMSF

At a recent presentation by the Assistant Commissioner, Superannuation in Melbourne he made the following comments;   “During the past four years the number of SMSFs has grown rapidly. As at the end of June 2013, there were just over an estimated 509,000 funds, an...

Estate Planning and Testamentary Trust

We are often asked what is a testamentary trust and will it be appropriate for me.   A “testamentary trust” is a trust created by a will, where the will directs certain assets to be held in trust for the deceased’s children, spouse or some other person.   That is a...
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