Investing,Personal Finance,Retirement

7 Ways To Kick Start Your Retirement Plan

13 Jul , 2015  

Kick-Start-Retirement

Take a Fresh Look at Your Retirement Plan There are usually numerous investment options for retirement accounts, so you want to make sure that you’re taking advantage of the right ones for your current situation. Ideally, you should have a mix of investments (called an “asset allocation”) that not only matches your attitude toward risk, […]

, , , ,

Personal Finance,Retirement,Superannuation

Top Financial Tips for a Happy Retirement

22 Jun , 2015  

retirement yoga

You’re at the stage now in your life and career where you’re contemplating how to plan for retirement. Retirement is an opportunity for you to cast away the stresses of working life, rest, rejuvenate and pursue new opportunities. In order to secure the happy retirement you deserve, what are the most important considerations, financial and […]

, , , ,

Retirement,Self Managed Super Funds (SMSF),Superannuation,Trusts, Wills & Estates

Considerations For Your SMSF Estate Plan

28 May , 2015  

flowers-marguerites-destroyed-dead

In planning for your future, your SMSF will be a large part of it, so plan wisely while considering possible situations. Among those different situations, be prepared for the worst one, such as the death or illness of a spouse, however unpleasant it is to think of. Perhaps if one is more involved than the […]

, , , ,

Retirement,Social Security & Centrelink

Aged Care – It Doesn’t have to be this hard – Really!

28 Apr , 2015  

?????

There is plenty of information out there about Aged Care – probably too much actually. However how do you get the whole process right? I have recently been involved in trying to help someone with their parents who are heading up to 90, and should have been considering Aged Care for some time. It has […]

, , , , ,

Retirement,Social Security & Centrelink

What Do The New Aged Care Reforms Mean To You

11 Mar , 2015  

aged-care-reforms

The ‘Living Longer, Living Better’ aged care reforms began on 1 July 2014. It is important to note that the new rules only apply to individuals who enter residential aged care on or after 1 July 2014, as existing residents will be grandfathered under the previous rules. The major changes are summarised in the table […]

, , , , , , ,

Retirement,Self Managed Super Funds (SMSF)

What Are The Basics of A SMSF

11 Mar , 2015  

Simple-SMSF

Self Managed Superannuation is a rapidly growing industry with more than 470,000 SMSF’s currently in existence. Many Australian’s see that establishing a SMSF as the next logical step in their retirement plan once they have accumulated a reasonable sized nest egg. But, the laws and regulations associated with Self Managed Superannuation are tricky and ever-changing making […]

, , , , , , , , ,

Retirement,Superannuation

Super! Contributions cap increased in 2015

30 Dec , 2014  

Pot-Plant-Watering

Do you want to contribute more to super? Well, now you can! For the first time in five years, for people under 50, the caps that regulate the amount you can contribute to super (on a concessionally taxed basis) has increased. That is, if you are under 50 from 1 July 2014, you can contribute […]

, , , , , , , , , , , ,

Personal Finance,Retirement,Social Security & Centrelink

Tips On How To Deal With Centrelink

30 Dec , 2014  

Aged-Pension-Centrelink-Advice

Have you ever had to deal with Centrelink? For yourself, or a family member? I once had a client tell me she would pay me $10,000 if she never had to go to Centrelink again. Considering she was on an Age Pension, this is quite a statement. Luckily it doesn’t cost that much for this […]

, , , , , , , , , ,

Investing,Property,Retirement,Self Managed Super Funds (SMSF)

Why Buy Property Through An SMSF?

4 Dec , 2014  

WKH-Banner3

Residential Property is a very popular topic and we look at this asset class for Self-Managed Super Funds (SMSFs). Many investors really like the fact that they can bring their experience in property investment to their SMSF. In the first video of the series, James Dunn explains the appeal of this type of investment such […]

, , , , ,

Retirement,Self Managed Super Funds (SMSF)

Why Establish an SMSF?

25 Nov , 2014  

WKH-Banner3

What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life. Sponsor – Wealth […]

, , , , ,

Retirement,Self Managed Super Funds (SMSF)

Effective Retirement Strategies – SMSF’s

23 Nov , 2014   Video

Retirement-Planning-SMSF

Wealth Know How – What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your […]

, , , , , , ,

Retirement,Self Managed Super Funds (SMSF)

Structuring The Finance Of A Property Through Your SMSF

5 Nov , 2014  

WKH-Banner3

James Dunn explains the key issues in considering borrowing for your property investment. While arranging finance can bring residential property for your SMSF within reach for many investors it can be a double-edged sword, it’s important to not only understand the potential advantages and pitfalls but also your obligations. Sponsor – Wealth Know How Wealth […]

, , , , ,