SUPERANNUATION PLANNING & ADVICE

Do you know what it takes to be a SMSF trustee?

Before you set up a self-managed superannuation fund (SMSF) you need to ensure you are eligible to be a member and trustee, and understand your responsibilities. Who can be a …

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A few interesting facts about retirement

Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have plenty of time to plan. But before …

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A tale of two retirements – which would you choose?

Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and …

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What is an annuity?

The term ‘Annuity’ is often mentioned in the financial press or TV advertising, but what actually are annuities and how do they work in practice? The word annuity itself originates …

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Investing outside super

The tax benefits associated with superannuation make it a clear winner when it comes to building wealth for retirement. However, it doesn’t meet everyone’s savings needs, especially if you need …

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Lessons from the Market

Every market cycle – bull or bear – provides opportunities for investors to improve their process for investing. The best thing to do is learn from past events and apply …

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A will is important at any age

Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most Australians …

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How to avoid losing super to the ATO

If you’re an average Australian adult, chances are you’ve accumulated superannuation in several places over the years and sometimes these super accounts have only small amounts in them. If ever …

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