28th February, 2013 | Self Managed Superannuation, Financial Planning, Investment Advice Australians love to combine their need to fund for their retirement with their love for property. And if you have a Self Managed Super Fund (SMSF), residential and commercial property are quickly becoming the fastest growing investment assets within this structure.
Category Archives: Articles
February 20th, 2013 | Financial Planning, Investment Advice, Self Managed Superannuation How hard is your money working for you? Are you a saver or an investor? Why is it better to be an investor rather than a saver?
January 9th, 2013 | Financial Planning, Investment Advice, Superannuation Superannuation is specifically designed to help you save and invest for your retirement – it’s all about helping you take control of your own retirement, rather than rely on the age pension. Changing the way you think about super can make a major difference to your […]
December 19th, 2012 | Economic outlook After another year of a very unstable global economy, the next 12 months are looking bright. In our last e-newsletter for 2012, we take a look at Australia’s economic performance during 2012 and outlook for 2013.
December 12th, 2012 | Estate Planning, Financial Planning, Investment, Taxation, Superannuation Christmas is fast approaching and another year is coming to a close. While you put your feet up over the break, take some time to reflect on 2012 and mentally prepare for the year ahead. Ask yourself a few questions:
December 5th, 2012 | Financial Planning, Investment Advice, Taxation What happens when you are the beneficiary of a deceased estate? We would rather not think about losing a loved one but, like paying tax, it is inevitable. Here we discuss the tax basics of receiving an inheritance.
November 28th, 2012 | Estate Planning, Financial Planning, Investment, Superannuation Taking the plunge and entering into a marriage is a big step in life. Whilst it may not be at the forefront of your mind at the time, many financial decisions should be made between couples once legally bound in matrimony.
November 21st, 2012 | Superannuation, Self Managed Superannuation, Retirement, Financial Planning, Investment Advice You may be nearing retirement, or at this stage of your life it may be a fair way off. Either way it’s important to plan ahead so that you can afford the retirement lifestyle you desire. Not sure where to start? Here’s […]
November 14th, 2012 | Self Managed Superannuation, Financial Planning, Investment Advice With investors abandoning retail and commercial super funds in the wake of the Global Financial Crisis and volatile stock markets, Self Managed Super Funds are quickly becoming one of the fastest growing sectors, with over 478,000 already established, according to the Australian Taxation Office.
October 31st, 2012 | Self Managed Superannuation, Financial Planning, Investment Advice, Property Advice. Investing in residential and commercial property for professionals and business owners is proving to be a popular self managed super fund strategy thanks in part to the change in borrowing rules and superannuants moving away from listed trusts, shares and managed investments.