In the Media
Securing Your Future: Why Planning for Retirement in Your 40s is Crucial
We've had the privilege of guiding individuals through various stages of their financial journey, and one aspect that consistently emerges as a critical concern is retirement planning. While retirement may seem distant when you're in your 40s, it's a mistake to delay planning for it....
Rob’s Legacy: How He Securely Passed His Assets to His Two Children
In the story of Rob, we find a heartwarming tale of careful planning and responsible decision-making in estate matters. Rob understood the importance of ensuring a smooth transition of his assets to his two beloved children upon his passing. In this narrative, we'll explore how Rob achieved this through...
Pitfalls of using SMSF as an investment vehicle
While investing in property through an SMSF can offer certain advantages, such as potential tax benefits and greater control over your investments, there are also several pitfalls to consider.
Here are some additional points to keep in mind:
- Lack of diversification: Investing a significant portion of your superannuation in a single property...
Why choosing the right acccountant is key to building wealth
Choosing the right accountant can be crucial to building wealth and achieving financial success. An accountant is more than just someone who does your tax return; they can be a valuable partner in helping you plan for the future, manage your finances, and make informed financial decisions.
Here are a few...
How Much is Enough For Retirement in Australia?
The majority of people look forward to retirement. A break from hectic job schedules, where you can now sit back and enjoy the money you've earned over the years. However, it is not as easy as that. You need to know how much money you'll need to retire because this...
Creating A SMSF Investment Strategy
As an SMSF trustee, you have control over your finances. It’s up to you to pick good investments and decide on the best strategy that will help grow your money faster and get closer to your financial goals.
What assets do you want to invest in? Will you stick with stocks,...
Who Can You Leave Your Super To?
Your super savings are the fruits of your labor and can be the key to a more comfortable retirement in the future. But in case you pass away, you won’t be able to fully enjoy your hard-earned money. The good thing is that you can nominate a person as your...
How Many People Can Be Included in an SMSF?
Self-managed super funds (SMSF) is the perfect option to pursue your retirement goals. How it’s run should reflect on your current financial situation.
If you’re on solo-flight in running an SMSF, you’re one of the 23% of Australians that do this. An SMSF run by two people belongs to the majority...
Buying Cryptocurrency Through a SMSF
Can you buy cryptocurrency through an SMSF? The simple answer is yes, but the question of whether it’s an advisable move is another matter.
Starting in Cryptocurrencies Through SMSF
The explosive gains that cryptocurrency traders have booked made some Australians curious about the possibility of investing a portion of their super account...
Buying Annuities in Australia
Annuities are the best option for people who are not okay with risky investments. Annuities also act as a safety measure in case the usual income stream is cut short by unforeseeable circumstances.