October 17th, 2012 | Self Managed Superannuation, Financial Planning, Investment Advice. Do you have a Self Managed Superannuation Fund or are you considering establishing one? If the answer to either of these questions is yes you should consider having a corporate trustee for your self managed super fund. Asset protection and risk minimisation The primary […]
October 3rd, 2012 | Self Managed Superannuation, Financial Planning, Investment Advice. Recent share market volatility has negatively affected many people’s superannuation savings – taking more control of your financial future may be just what the doctor ordered. Self Managed Super Funds (SMSFs) may seem complicated initially, particularly if you are not aware of current legislation. […]
September 19th, 2012 | Estate Planning, Superannuation Advice, Financial Planning, Investment Advice. Arguably your superannuation will be your second largest asset, second only to your home. So who will receive your superannuation after you pass away? Under the SIS Act regulations and rules, it is the trustee of your superannuation fund that has the discretion […]
September 5th, 2012 | Superannuation, Self Managed Superannuation, Financial Planning, Retirement Planning, Investment Advice. No doubt you’ve been reading the news, hearing the industry chatter and wondering what you need to do to prepare for the upcoming reforms in super. Changes to the superannuation guarantee In March this year, legislation was passed that will increase […]
August 8th, 2012 | Self Managed Superannuation, Financial Planning, Investment Advice, Estate Planning. ATO rule changes have seen a rush of SMSFs getting into property mainly due to changes introduced in 2007 that in effect allow funds to borrow to buy an asset. By investing in property, and with the right strategies and advice, you […]
July 25th, 2012 | Retirement Planning, Self Managed Superannuation, Financial Planning, Investment Advice Retirement – will I have accumulated enough assets for my retirement? Although many people have a retirement plan, we are often distracted by the day-to-day responsibilities and conflicting priorities which push this plan down low on our priorities list.
July 11th, 2012 | Self Managed Superannuation, Financial Planning, Investment Advice. We’re already half way through 2012, the Global Financial Crisis is unrelenting, and the unpredictable nature of the various international sharemarkets continue to unnerve us. With this in mind, now is the time to think about important strategies for your Self Managed Super Fund. […]
June 27th, 2012 | Financial Planning News, Tax Advice and Updates, Consumer News, Business Advice and Updates Nothing is more important than your life and your ability to make a living. Insurance is especially important for business owners, operators and self managed super fund members who have gearing in super. If you’re in the start-up […]
Financial Planning News, Self Managed Superannuation, Estate Planning, Financial Planning, Investment Advice. We regularly service our cars, have medical check ups and review the family budget, but how often do we review our superannuation? With 30 June fast approaching, here’s some thought provoking advice to ensure your super is healthy, and on track. Which type […]
SUPERANNUATION Seminar . . . Last Chance to Register – Limited places available! Take control of your superannuation, minimise your tax and increase the performance of your super fund with proven investment strategies. Last chance to register for our Sydney Seminar – 29 & 30 May 2012. How to Maximise the Performance of Your […]