Financial & Retirement Planning

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 [...]

12 12, 2016

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

By | 2017-06-16T15:16:14+00:00 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 | 2017-06-16T15:16:15+00:00 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 [...]