Self Managed Super Fund
Super Part 4|Investing in Super 101
By now if you have been reading these posts you have been building your knowledge around super, we’ve talked about what is super, tax effective contributions and lump sum contributions. We’re going to delve deeper into investing inside super. So, let’s get to it… Let’s start with the basics… Investments are generally broken down into…
Read MoreSuperannuation Part 3|Lump Sum Contributions|Spouse Splitting|Downsizing provisions
So, here we are. We’ve gone through the most common tax effective strategies in our previous post. If you did not read it, you can read it here>> Next, we are going to take you through the new rules relating to lump sum contributions and what you can and can’t do. Why would you even…
Read MoreNot all Super Funds are the Same…
Is your super what you think it is? I’ve been having many conversations recently around different types of super funds, retail, industry, and Self Managed Super Funds. Industry funds are promoting compare the pair, I’m sure you have heard of them or seen them. Then more recently we’ve had the big banks caught with their hand…
Read MoreWhich super fund? Industry, Retail or SMSF?
It’s no different from choosing a pet. Do I get a dog, cat or bunny. They all have their pros and cons, but what is the right one for you will be different to the next person based on their specific needs and wants. They are different in many ways, they are not the same…
Read MoreThe Sexy side of Salary Sacrificing into your super fund!!!
Yes, you heard me right, salary sacrificing into your super fund can be sexy, unless you believe you have no future… Salary sacrificing is the main contribution strategy we use with clients to help them with their retirement planning so they can ensure they can live the lifestyle they want when they give up the rat…
Read MoreCase Study|Retirement Planning| Joe & Kerry
Case Study | Retirement Planning | Joe & Kerry Background: Joe & Kerry both worked hard in their careers while bringing up three children. Like most, they live a busy lifestyle. Although they love what they do they realise that the day they finish work and retire is coming at a faster pace than what…
Read MoreTo Self Manage or Not to Self Manage…
To self-manage or not to, that is the question most ask themselves. It generally starts with a discussion at a BBQ after you have settled in, discussed the recent news and caught up with the latest gossip with your friends. Now, we as Australians are not that forthcoming when it comes to talking about money. …
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