Managing your finances in retirement can be tricky if you don’t have an extra income from superannuation or investments to support you. However, there are ways that you can supplement your income through Centrelink. One way to your income a bit of a boost is via...
Is it best to place all your assets in superannuation or to diversify using other investments ? We currently have a number of rental properties and have been advised to sell one each year after we retire in three years time. Our adviser has said...
An industry law firm has identified some of the common traps with BDBNs that can land advisers and their clients in trouble. One example being a recent case of incorrect witnessing of binding nominations.
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Another thing SMSF Trustees need to be aware of.
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Confused by industry jargon? We help you make sense of it all. We want to empower you to take control of your finances and own your tomorrow. But we know it’s not always easy. The language of finance can be complex and confusing. Here we explain superannuation...
If you’re wondering what’s involved in self managed super and whether it’s a good option for you, here are some things to consider. There’s a lot to consider when it comes to managing a self managed super fund (SMSF). Setting up a compliant fund and managing...
ATO issues fresh warning on valuations after major cases.
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How much money you'll need will depend on a variety of things. Have you got a plan in mind for when you retire? Is it to travel overseas, hit more balls on the golf course or spend time with family and friends? Whatever your goals, you’ll...
SMSF practitioners and their clients have been cautioned on some of the ongoing mistakes that continue to be made with documentation and some of the newer traps that have cropped up with the changes to superannuation.
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Following a series of ATO audits conducted on SMSFs in recent months, the ATO has been applying non-arm’s length income to a number of SMSFs resulting in serious tax consequences for these funds, warns an industry consultant.
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He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.