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Financial & Retirement Planning

/Financial & Retirement Planning
23 03, 2017

What are the rules for borrowing money through your SMSF?

By | March 23rd, 2017|Financial & Retirement Planning, Superannuation incl. SMSF|0 Comments

What are the rules for borrowing money through your SMSF? Many Australians budget for their retirement using Self Managed Super Funds (SMSFs), because they want more control over how their superannuation is invested. Since 2007, you can borrow money through your SMSF to invest in assets, such as real estate, shares and managed funds, but [...]

12 12, 2016

How Will the Government’s Latest Superannuation Changes Affect Your Retirement?

By | December 12th, 2016|Asset Protection incl. Legal Services, Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

How Will the Government’s Latest Superannuation Changes Affect Your Retirement? The Superannuation Reform Package, which came into force on November 29th 2016, contains a number of changes that may have a significant impact on your retirement. These new changes will take effect from 1st July 2017 and apply to both your concessional (pre-tax) and your [...]

30 11, 2016

The role of estate planning in super

By | November 30th, 2016|Asset Protection incl. Legal Services, Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

The role of estate planning in super If you are one of the hundreds of thousands of Australians who have Self-Managed Super Funds (SMSFs), one of the critical areas to address is how your super will be handled when you’re no longer here. We have outlined below some points that you should consider in managing [...]

9 11, 2016

Understanding the basics of the financial plan recipe

By | November 9th, 2016|Financial & Retirement Planning, Uncategorized|0 Comments

Understanding the basics of the financial plan recipe   Here’s a recipe for a basic financial plan: Take one or more income sources and pour into a big pot. Add appropriate amounts of life, income protection and permanent disability insurance. Simmer for a few decades while slowly adding superannuation contributions and a dollop of non-super [...]

16 09, 2016

Update on what the latest super announcement and changes mean for you.

By | September 16th, 2016|Financial & Retirement Planning, Superannuation incl. SMSF|0 Comments

IMPORTANT: Update on what the latest super announcement and changes mean for you. The federal government has revealed a revised plan with some significant changes to its superannuation package. This includes discarding plans for a backdated, lifetime cap of $500,000 on non-concessional contributions in order to win over the back bench and ultimately, the Senate. [...]