tax benefits to property investing using an SMSF
SMSF AdviceTax Advice
April 14, 2019

Tax benefits of investing in property using an SMSF

Superannuation can offer a very tax effective means of investing in property. Understanding how it can be used, both before and after retirement, can have a significant impact on your…
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What does a good financial planner do?
Financial Planning
February 27, 2019

What does a good financial advisor do?

A financial advisor helps bring your money matters together In our busy lives, it’s easy to use money without thought. It can mean that financial decisions are made unconsciously, but…
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professional support to setup and run an SMSF
SMSF Advice
January 14, 2019

What support is required to setup and run an SMSF

To establish and run an SMSF in a compliant it is recommended you have the knowledge and skills, or have engaged, the following service professional. Ideally, who are working together…
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who can run their own SMSF
SMSF Advice
December 14, 2018

Who can run their own Self-Managed Superannuation Fund (SMSF)

As with other aspects of Self Managed Super Funds there are rules around who can be a Trustee or Director of your SMSF. Above all else, you must be able…
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How to be productive with your family finances
Financial PlanningInvestment AdviceMoney Management
May 1, 2018

How to be productive with your family finances, even when your husband’s finding excuses for putting it off until tomorrow

‘I’ll install it next weekend,’ Rob Sinclair said to his wife, Ally, as she looked at him suspiciously.  ‘You said that last weekend . . . and the weekend before…
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Why Direct Property Investment is a natural fit for diversified investment portfolios
Investment AdviceProperty Investment AdviceWealth Creation
April 18, 2018

Why Direct Property Investment is a natural fit for diversified investment portfolios

A well-diversified investment portfolio should serve the purpose of delivering optimal investment returns while managing risk. If your investment portfolio is laden with shares (even listed property), then the returns…
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The Top 10 Things to Consider Before Setting Up an SMSF
SMSF Advice
April 10, 2018

The Top 10 Things to Consider Before Setting Up an SMSF

Superannuation is the backbone of retirement and a key tax minimisation lever for Australians. Regardless of whether your superannuation is held in a traditional super fund or you are considering…
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He oozed Success & Prosperity, but his Wealth Creation wasn’t keeping pace with his lifestyle and she knew it
Money ManagementWealth Creation
April 3, 2018

He oozed Success & Prosperity, but his Wealth Creation wasn’t keeping pace with his lifestyle and she knew it…

Julie Edwards looked on quietly as Peter Hamilton gestured to the lavish new sofa which spanned the corner of his refurbished lounge room.  ‘Custom-built Italian leather,’ he said, his eyes…
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Is thinking about money a bad thing? What about worrying about money?
Money Management
March 27, 2018

Is thinking about money a bad thing? What about worrying about money?

In my experience, worrying about money has been a good thing, provided that it doesn’t consume you and begin to affect other areas of your life. I remember a time…
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