All Posts By

Adrian McPhee

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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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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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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What are the benefits of an SMSF over a traditional Superannuation Fund?
SMSF AdviceTax Advice
March 23, 2018

What are the benefits of an SMSF over a traditional Superannuation Fund?

Banner image by Zain Ali via Pexels If you’ve ever felt frustrated with your superannuation fund because you feel like you have no control over your money, limited access to…
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He spent $40,000 investing in shares and it was abundantly clear he had no idea what he’d put his money into
Investment AdviceMoney Management
March 19, 2018

He spent $40,000 investing in shares and it was abundantly clear he had no idea what he’d put his money into

Eddie Thompson looked on with astonishment as Lewis Sanchez tried but failed to hide his confusion.  The question hung in the air awkwardly as Lewis’ eyes glazed over and he…
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