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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Retire in style

Whether it’s travelling, community involvement or caring for family, we all deserve to live the retirement lifestyle we want.

 

Have you thought of the following:

    -  Will I have enough super?

    -  Will I be eligible for the Age Pension?

    -  Will I work less, stop working or do something different?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

retire in style

Pursue your passion

If a new hobby or interest comes with a sizable price tag, an ongoing financial commitment or takes time away from paid work, you’ll need to think about what you can do to make it a reality.

 

Have you thought of the following:

    -  What is my passion and what will it cost me?

    -  Do I have a budget and savings plan in place?

    -  Am I taking steps to minimise other debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Pursue a passion

Protect my lifestyle

If something happens, like getting sick or injured, the last thing you want to worry about is your finances.

 

Have you thought of the following:

    -  How can I prepare financially for a possible
       change in income?

    -  How can I stay on top of my expenses?

    -  Do I have savings or an emergency fund?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

protect my family

Invest in property

Whether you’re planning to be a first-time landlord or have been in the market for a while, thorough planning is important to making the right decision.

 

Have you thought of the following:

    -  How much can I borrow?

    -  What are the costs and risks?

    -  Could alternative approaches to investing in
       property be suitable for me?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

invest in property

Gain Financial Independence

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

gain financial independence

Give my kids the best chance

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

give them the best chance

Start a family

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

start a family

Be debt free

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

become debt free

Save for something big

It could be a car, holiday, home, wedding or your child’s education—whatever you’re saving money for, organisation and a realistic timeframe could go a long way in helping you to achieve your goal.

 

Have you thought of the following:

    -  What am I saving for and how much do I need?

    -  Do I have a budget and savings plan in place?

    -  Are my debts under control?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

save for something big

Plan a future together

While you may already have shared financial commitments and joint bank accounts, setting yourselves up for the future requires some planning.

 

Have you thought of the following:

    -  Do we have a household budget and savings plan?

    -  What are our goals and financial needs?

    -  Is our financial paperwork in order?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Plan a future together

Buy a home

Buying a home is exciting, even though it’s a big financial commitment. That’s why preparation and readiness could be  the difference between make or break.

 

Have you thought of the following:

    -  How much can I borrow?

    -  Am I across the upfront and ongoing costs?

    -  Are there any government entitlements I may be eligible for?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

buy a home

Simplify your finances

Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.

 

Have you thought of the following:

    -  Have I got direct debits set up so my bills are paid on time?

    -  Do I have a budget and savings plan in place?

    -  Would consolidating my debts make things easier?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

simplify your finances

Talk to an Accredited SMSF Advisor

Providing expert guidance for those looking to establish an SMSF

Speak to us today to see if an SMSF is right for you. Even if it’s not, our team of financial advisors will be able to guide you in the right direction.

 

No cost or obligation, guaranteed

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