Safeguard yourself from non-compliant SMSF advice

July 12, 2018 / by Marketing / Blog / 6 Comments
A recent major report by the Australian Securities and Investments Commission (ASIC), found that around 90 percent of financial advice on setting up a self-managed super fund (SMSF) were non-compliant. Of the 250 client files it reviewed, an alarming 91 percent did not comply with the Corporations Act’s ‘best interests’ duty and related obligations. The non-compliant […]
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20 famous quotes that may make you rich

July 4, 2018 / by Marketing / Blog / 7 Comments
It’s that time a year again, where many of us are finalising our tax returns and thinking about the year ahead. Like many people, it’s our busiest time of year. We don’t have time to scratch ourselves and with so many changes coming into place, there has never been a busier time. People are realising the […]
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Your SMSF investment strategy and portfolio in 2018

April 3, 2018 / by Marketing / Blog / 0 Comments
As a trustee you are required to review your investment strategy regularly to ensure it continues to reflect the purpose and circumstances of your fund and its members. An SMSF investment strategy must take into account the following: The risks involving in making, holding and realising the SMSFs investments, their expected return and cash flow […]
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Franking credits and your SMSF

March 28, 2018 / by Marketing / Blog / 0 Comments
You may have noticed significant media coverage recently regarding the Australian Labor Party’s proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in conjunction with the dividends paid from Australian companies they own. First of all, what are franking credits and how do they benefit SMSFs? Under the Australian […]
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LIFE INSURANCE – WHY YOU SHOULD SEE A FINANCIAL ADVISER NOW RATHER THAN LATER

March 28, 2018 / by Marketing / Blog / 0 Comments
There are many topics that have Australian’s concerned – saving a house deposit, what’s for dinner tonight, where are we watching the footy this weekend? What many Aussies are neglecting is professionally tailored finances to help them set themselves up for now and the future. By the year 2050, it is estimated that 28.3% of […]
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New Year’s Resolutions: Don’t Overlook Your Finances!

January 25, 2018 / by Marketing / Blog / 0 Comments
Deciding to lose weight, eat healthier, or finally take the holiday you have been wanting for so long are some of many resolutions that we all aim to achieve. These are great but does anyone ever consider their focus towards resolving finances? It’s time for you to make a resolution that may yield results for […]
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Downsizing in Retirement : downsize your lifestyle – not your life

July 28, 2017 / by Marketing / Blog / 0 Comments
By the time you retire, you have probably collected a considerable amount of home equity and downsizing can be a way to tap into that valuable cash. When your kids left home you probably had big plans for those unoccupied bedrooms – like the art studio you’ve always wanted, a sewing room or a play […]
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Getting on with it – Life after a major accident.

July 7, 2017 / by Marketing / Blog / 0 Comments
A great story to remind us of the importance of having appropriate life insurance to protect you and your family against the unexpected.
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5 Reasons to take your insurance more seriously

June 29, 2017 / by Marketing / Blog / 0 Comments
As we move through life, find a partner, raise a family, and maybe start a business, the importance of insurance in a long term plan increases. That’s because insurance is all about providing a financial safety net that helps you to take care of yourself and those you love when you need it most. Here […]
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Superannuation year end planning for the 2016-2017 financial year

June 20, 2017 / by Marketing / Blog / 0 Comments
The end of the financial year always seems to crop up faster than it should.  Given the impending July 2017 superannuation changes, being on top of your end of financial year planning is as important as it has ever been. This year it is essential that you consider maximising the existing contribution limits for superannuation […]
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