Financial & Retirement Planning

17 11, 2017

Super Series – Part 3

By | 2017-11-17T15:43:12+00:00 November 17th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Non - Concessional Contributions – Part 1 As part of our super series articles, the focus this week is on non-concessional contributions. Non-concessional is the term associated with after-tax super contributions. After-tax contributions are super contributions for which an individual or employer hasn't claimed a tax deduction. There are many advantages in making superannuation non-concessional [...]

27 10, 2017

Super Series – Concessional Contributions – Part 2

By | 2017-11-10T10:09:15+00:00 October 27th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Super Contributions are not just for the high-income earners This week, we continue exploring more details around Concessional Contributions and strategies which can benefit you. Making concessional contributions is often left for the higher income earner of the family as it can reduce their marginal tax rate significantly. This means that they end up with [...]

26 05, 2017

Superannuation – what you need to know

By | 2017-06-16T15:16:08+00:00 May 26th, 2017|Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Thought Leadership|0 Comments

Sam Morris has had a diverse career but loves her role heading up compliance and training at Prime Financial. Barney Zwartz reports- Originally Published in GROW Magazine Vol. 1 Sam Morris bounces into the interview with a huge smile. “I bet you were expecting a white male when you read my name,” she says. I [...]

28 04, 2017

Budgeting and Cash Flow – The Keys To Financial Success

By | 2017-06-16T15:16:09+00:00 April 28th, 2017|Financial & Retirement Planning, Investment Advice|0 Comments

A financial adviser is much like a personal trainer for physical fitness: a coach to provide training and direction and encourage discipline, according to Prime financial adviser Marcus Ainger. “It’s as much about the psychological side as it is the ability to create wealth,” he says. Ainger, 34, has good evidence for his analogy, having [...]

23 03, 2017

What are the rules for borrowing money through your SMSF?

By | 2017-06-16T15:16:10+00:00 March 23rd, 2017|Financial & Retirement Planning, Superannuation incl. SMSF, Uncategorized|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 [...]