Is it me or is this year passing more quickly than usual? It’s been smooth sailing for financial markets and things are still the same on the political front (despairingly!). Yet for SMSF trustees, 2017 is shaping up as one of the most important – here is a list of 7 things you should watch… [Read More]
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DOWNLOAD: Maximise your SMSF Guide
There is a lot to think about when you have a Self-Managed Superfund (SMSF). An SMSF offers people greater control, better transparency, more choice of investments and greater flexibility with their super. However, it is important to understand that with this greater control comes an increased responsibility as an SMSF trustee. As a result, we… [Read More]
7 Tips to Manage the Big Super Changes
There are many opinions, analyses and editorials that have been written on the Government’s proposed superannuation changes. Understanding with certainty what these changes mean has kept us all busy in 2016. The countdown for the new rules to take effect culminates on 30 June 2017. If you have a superannuation account, you will definitely be… [Read More]
DOWNLOAD: Prosperity in Retirement Guide
The beginning of the year is often a time when people resolve to get their finances in order and with big changes to superannuation due to commence on 1 July, the timing is not only perfect, it is now urgent! As a result we have prepared our simple 3-point guide on how to help you get your super sorted, grow… [Read More]
Trumpenomics!
President-elect Trump… what a surprise… though it’s funny with the wisdom of hindsight many commentators are now saying it was entirely predictable and Hillary lost it! Either way, Donald Trump brings political uncertainty and throws the cat amongst the pigeons economically. So what does this mean for your investments? Well, despite the character of the man himself, the Trump… [Read More]
Non-aligned vs Much (m)aligned
It is estimated that as many as 85% of financial ‘planners’ are aligned with large institutions. This is a shame, as being non-aligned is the only way to be a genuine adviser. The Australian Securities and Investments Commission (‘ASIC’) is the Government body in charge of regulating financial planning in Australia. ASIC has been in… [Read More]