Self Managed Super Funds (SMSF),Superannuation

What Can My SMSF Invest In?

5 Feb , 2016  

light-car-display-shop

Nowadays, many Australians are choosing to control more of their finances by creating a Self-Managed Superannuation Fund (SMSF) instead of totally relying on the investment decisions of the trustees of a fund. As an SMSF trustee, you have a wide range of choice when in comes to making investments such as direct investments (which include […]

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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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Legal,Personal Finance,Trusts, Wills & Estates

Estate Planning in 2016

26 Jan , 2016  

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The start of the new year is the perfect time to think about the future and get your affairs in order particularly if your circumstances have changed. An estate plan helps you structure your financial affairs, not only for yourself during your lifetime but also for those dearest to you when you’re no longer here. […]

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Trusts, Wills & Estates

The Sandwich Generation

26 Jan , 2016  

steak-sambo

You have elderly parents who need more of your attention, and your children are young adults but they are still at home. You are stuck between them. You are torn between them. You have obligations to both of them, and you thought you’d have some freedom by now! Just when your children should be grown […]

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Personal Finance,Personal Insurance,Tax,Tips & Tricks

When Are Insurance Premiums Tax Deductible

22 Jan , 2016  

slip-up-danger-careless-slippery

Life insurance is actually not just one policy but an expansive term referring to life cover, income protection, trauma insurance, and total and permanent disability. When you are approaching tax time, it will depend on what kind of cover you have if you are able to claim a tax deduction on your premium. If you […]

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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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Property

7 New Year Resolutions for Property Success in 2016

17 Jan , 2016  

property success

At the start of each year our focus is often on eating healthier, losing weight and travelling more while our financial and property goals tend to fall by the wayside. Whether you’re an owner-occupier or an investor, here are 7 New Year Resolutions sure to put you on the road to property success in 2016: […]

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Personal Finance,Tips & Tricks

Plan Your Wedding With The Finances In Mind

11 Jan , 2016  

food-couple-sweet-married

You’ve had the dream proposal, and you are elevated with fervour at the thought out the impending wedding. There is so much excitement when planning a wedding, and it can be easy to be caught up in the enthusiasm of planning without paying attention to costs that come with the wedding. Some couples are paying […]

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Personal Finance

The Post-Christmas Recovery Plan

10 Jan , 2016  

christmas debt

If your 2016 investment plan isn’t going as strongly as you’d originally hoped, you’re not alone – Australians collectively managed to blow an estimated $8.9 billion in December alone. Luckily for a lot of us, there’s a fairly straightforward way out of post-Christmas debt, provided you follow a few steps.   Work out a realistic repayment […]

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Cashflow & Budgeting,Investing,Personal Finance

How to Achieve Your Financial Goals in 2016

3 Jan , 2016  

financial freedom

It’s that time of the year again for new year resolutions! You may have personal fitness goals, career goals and financial goals, but how do you make sure you’re still on track a few months later? Financial goals tend to be a little bit different in that they require a different type of will power. Unlike […]

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Retirement,Self Managed Super Funds (SMSF),Superannuation

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

25 Dec , 2015  

coffee-smartphone-working-technology

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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Investing,Personal Finance,Portfolio Management,Tips & Tricks

Happy New Year?

24 Dec , 2015  

2015-HNYE

If amidst all the Christmas madness – Star Wars themed decorations, family visits and another helping of the rum pudding- you forgot about falling commodity prices, volatile markets and terrorist threats, well done you! Now it’s time to re-focus and plan ahead. One thing we can be certain about is that uncertainty is here to […]

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