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SMSFs: Corporate or Individual Trustees? What you need to know

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 […]

The Do’s and Don’ts of Self Managed Super Funds

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.  […]

Estate planning – who will receive your super?

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 […]

Important Changes in Super

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 […]

Buying an Investment Property In Your SMSF – Important Things to Consider

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 […]

Gear up for smooth sailing in your retirement

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.

Top 5 SMSF Tips for 2013 – Start Planning Now

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.  […]

Pre-30 June Super Health Check

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 […]