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This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
If you are an avid follower of all things political, in November 2015 you would have heard that the Government provided its response to recommendations raised in the Financial System Inquiry. Of particular note for SMSF trustees was the Government’s decision not to proceed with the recommendation to remove the ability of super funds to borrow.
Read MoreFor some employees, the New Year marks the end of their company’s 2015 employee performance period and possibly a bonus payment. If you are fortunate enough to have an employer bonus payment to look forward to, you may have some tax savings options up your sleeve.
Read MoreOne of the longest-term decisions many investors will make is whether to setup a self-managed super (SMSF) fund with individual trustees or a corporate trustee.
Read MoreSelf-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up both the advantages and disadvantages and consider seeking advice to determine whether an SMSF is right for you.
Read MoreJune 30 is fast approaching but there’s still time to consider strategies to help you build your wealth and reduce the amount of tax you pay.
Read MoreIs your retirement just around the corner? Then it’s time to make your super work harder by avoiding these common super traps.
Read MoreBroken work patterns to raise children, lower average earnings, and a longer life expectancy mean most women face more financial hurdles in their retirement than men. Taking action when women are young can help prevent significant disadvantage later on.
Read MoreGet your financial affairs organised and ready for the 30 June deadline.
Read MoreOne in three marriages ends in divorce. It’s really no surprise then, that the number of blended families in Australia is rising. But what does it mean for your finances?
Read MoreDoing the right thing for your superannuation also means knowing what not to do. It can be easy to get caught out if you are not aware of specific rules and restrictions. Here are 4 tips to help you make the most of super contributions.
Read MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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