Wealth & Finance
We help you secure your financial future
Planning for retirement and investment is so much more than just submitting your annual tax return. It should include superannuation, insurances, Government entitlements, wills and estate planning, investment advice, and so much more.
Paying closer attention to many of the above will ensure that you are working towards such a goal. Let us help you get closer to your goal, securing your financial future!
Self-Managed Super Fund (SMSF)
Having your own SMSF can be a personally and financially rewarding experience, provided your fund is set up correctly from the get‐go.
Attention to detail now will avoid penalties and save you time in the long run. It’s also worth remembering that SMSFs must be set up correctly to be eligible for the tax concessions that super legislation provides.
It is therefore wise to get independent professional advice. After all, it’s your future financial security at stake and the rules around compliance are strict. Depending on your own level of SMSF and investment knowledge and expertise, you may need the services of an accountant, a financial adviser and possibly a lawyer to help set up your fund.
Resources
What Is The Benefit Of Investing In Shares?
What is Total Permanent Disability?
What Is The Role Of Risk Insurance In Your Financial Plan?
What is Personal Risk Insurance?
What is Income Protection Insurance?
What Is Buy Sell Insurance?
What Is An Executor Of Will?
What Is A Power Of Attorney?
What Is Nomination of Beneficiary?
What Is A Self Managed Super Fund?
Should You Pay Superannuation
Superannuation Co-contribution
Guide to Refinancing
Mortgage Offset Account
Fixed vs Variable Interest
