The annual Vanguard/Investment Trends SMSF Report collates responses from almost 5,000 SMSF trustees and close to 300 financial planners who advise SMSFs, providing a clear snapshot of the priorities and issues facing SMSF trustees today.
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So you want that sense of freedom and your first car will give that in spades. But it’s probably going to be the first big purchase of your life, so let’s make sure you’re well-informed so you don’t get burnt! For many of us, our first...
Transitioning from work life to retirement can be tricky and while most people anticipate retirement being the best years of their lives, many struggle to find a purpose in their later years. A new study of over-50s shows picking up a part time job or volunteering...
A small business loan can be invaluable when you’re establishing your business or when an unforeseen setback occurs, but you don’t want a loan to be short-term gain and long-term pain. Here are six common mistakes businesses should avoid when it comes to commercial finance. Mistake #1:...
The Reserve Bank of Australia's official cash rate is at a record low of 1 per cent, with further cuts predicted as the central bank strives to offset perceived economic weakness.
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Starting an investment portfolio can feel intimidating. Most of us weren’t raised to feel comfortable with investing. Add to that memories of the stock market meltdown during the GFC, the indecipherable lingo and complicated products and it feels like a gamble where you stand to...
When was the last time you checked that you have a health insurance policy that’s right for your family’s unique needs? Why do we ask? Because financial advisers are equipped to help you quickly and easily review your current level of cover, ensuring that it is...
Did you know there are 293 ways to make change for a US dollar, but only 50 for an Australian dollar? Cashiers in America must have jumped for joy when debit cards became the rage. Is your bank taking you for a ride? We all have our...
The ATO has provided guidance on what action SMSF trustees should take where they have failed to meet the minimum pension payment requirements for a death benefit income stream.
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How are you feeling today – perhaps a bit tired? A little overworked? How would you feel if I told you that it was entirely possible to work less and enjoy more? The secret behind this incredibly favourable work-life balance could be the Pareto Principle, where...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.