Investing,Personal Finance,Retirement,Tips & Tricks

Planning For Retirement in Your Fifties

18 Mar , 2016  

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You might have had a well-meaning grandparent tell you in your 20s that you should start to save for retirement, but you were having too much fun to do that.  Then in your 30s you had a young family to care for and a house to buy, so your money was all spoken for.  But […]

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Investing,Personal Finance,Retirement

The 5 Biggest Retirement Planning Mistakes You Can Make

18 Mar , 2016  

Retirement

Many people want to plan for their retirement, but they either don’t know how to get started or they are starting to plan and are afraid they will make a mistake.  This is why retaining a retirement planner is important, because he or she will help steer clients through the maze and help them realise both […]

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Retirement,Self Managed Super Funds (SMSF),Superannuation

Start An SMSF With The Right Intentions

27 Feb , 2016  

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Many people believe that starting their own SMSF will grant them greater returns in the long run, yet they have many questions. Questions range from how to start a SMSF, what balance you need to start with, how do you administer the fund, and how much administration for the fund costs. However, the most pertinent question […]

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Investing,Personal Finance,Retirement

Four Things to Consider When Investing For Retirement

18 Feb , 2016  

pexels-photo

Learning about investing is always a great idea, and never more so than when you are getting close to retiring.  It feels like there are so many terms that don’t always mean what you think they should.  But beyond that is the actual process of investing and planning.  So what are the main things you […]

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Personal Finance,Retirement,Superannuation

5 Steps You Must Take Within 5 Years of Retirement

28 Jan , 2016  

stairs-man-person-walking

If you are closing in on retirement, first of all, don’t panic.  Second, congratulations – you’ve worked hard to get here. When you are five years away from retiring, there are a few things you need to do to shore up your retirement planning.  Let’s look at five of those things and what you need […]

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Personal Insurance,Retirement,Self Managed Super Funds (SMSF),Tips & Tricks

Pitfalls To Avoid When Using Your SMSF To Purchase Artwork & Collectibles

18 Jan , 2016  

person-woman-art-creative

When it comes to your SMSF, there are common mistakes regarding art and collectibles that can be avoided. If you are confused about the particular laws and regulations regarding art or collectibles, we will be discussing them, allowing you to keep your peace of mind and make any changes that need to be made, hopefully […]

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Retirement,Self Managed Super Funds (SMSF),Superannuation

How To Manage Your Own Self Managed Super Fund (SMSF)

25 Dec , 2015  

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Would you like to have more control of your investments into your retirement account? Then perhaps appointing yourself as the trustee of a SMSF is the best option, leaving you with the decision-making power of your investments in relation to the fund. Yet with more power comes greater responsibility, and it is now your responsibility to […]

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Retirement,Tips & Tricks

How To Have A Happy Retirement

13 Dec , 2015  

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It can be easy to feel down about retiring when you look at the crazy state of the world today.  You might have watched the amounts in your retirement accounts dwindle during the recession, and only recently have they started to climb back up again.  That might have had you worried. The good parts about […]

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Investing,Personal Finance,Personal Insurance,Retirement,Superannuation,Trusts, Wills & Estates

5 Telltale Signs You’re Paying Too Much For Your Financial Planner

10 Nov , 2015  

Organize.

Financial planners or financial advisers can be invaluable when it comes to organising your financial life and helping you achieve your financial goals. We’ve known many cases where financial planners add significant value, especially when their clients have complex financial situations. You may have a self-managed-super-fund (SMSF), several investment properties, a family trust with a […]

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Legal,Retirement,Small Business

Business Succession – the Legal Basics

3 Nov , 2015  

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Business succession planning is about planning for the future. It is about making sure that your family and employees won’t be left in the lurch is something happens to you. It is about planning for retirement, and planning for sudden illness, injury or death. It is about making sure your family will not be stressed […]

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Personal Finance,Retirement,Tips & Tricks

4 Steps To Figure Out How Much You May Need In Retirement

29 Oct , 2015  

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You might have heard that you need to calculate how much money you will need in order to have a successful retirement. But how do you know what you’ll need?  Does anyone have a crystal ball to look into the future?  It’s actually easier than you might think to be scientific about planning for your […]

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Retirement,Self Managed Super Funds (SMSF),Superannuation

Things To Consider As An SMSF Trustee

6 Oct , 2015  

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Running your own SMSF takes a much more responsibility than belonging to a large super fund that is run by a institution, as with self-managing you are in charge of the decision making. This includes the administration, reporting, tax decisions, following regulations, and investment decisions. If you belong to a large super fund, someone else […]

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