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Thinking about a Self Managed Super Fund?

A Self Managed Super Fund (SMSF) is a way of saving for your retirement. They work in a similar way to all other superannuation funds, abiding by the same superannuation and income tax laws. The big difference with a SMSF is that as a member of the fund you are also a Trustee, which means

Greece and the effect on Australian superannuation returns

The events in Greece over the past few weeks have been building like a pressure cooker for many years now. Greece’s failure to meet the International Monetary Fund repayment of 1.6 Billion Euros last week was expected given the recent discussions in Europe, and the calling by the Greek Prime Minister of a national referendum

Interest rates will rise at some point

It would be easy, with the long period of low interest rates that we have experienced, to forget that interest rates will rise at some point in the future. The key to being properly prepared is to be aware that an interest rate rise can occur, and to think through what would happen in your particular circumstance if this did happen.

Are you getting close to retirement age?

If you are within three to five years of retirement it is a good time to review your investment strategy. When you are working, your investment strategy will focus on accumulating and growing wealth in a tax effective manner, and your investment time horizon is generally quite long. As you enter retirement the focus shifts

Boost your super by 30 June!

The 4 things you can do before the end of the financial year to get the most benefit from superannuation laws and to maximise your retirement wealth.

Be prepared for tax time!

The end of the financial year is coming, and so too is that one thing everybody dreads doing – their tax return. Here are some tips to help you get the most out of your tax return.

Why use a mortgage broker?

Reserve bank interest rate announcement - June 2015 Today the Reserve Bank of Australia met to review the official cash rate. They have decided to leave the rate steady at 2.00% this month. We expect that most lenders will leave their rates unchanged, in line with the Reserve Bank’s decision. Why use a mortgage broker?

Is the next financial crisis around the corner?

Director's Comment By Inbam Devadason The May 2015 Federal Budget was announced last week. It was Treasurer Joe Hockey’s second budget as Treasurer. The Budget has generally been well received and has put forward some key initiatives to assist small business, families with childcare needs and older Australians with a modest amount of assets. To

Federal Budget 2015 – The things that matter to you

Tonight, 12 May 2015, the Treasurer, Joe Hockey delivered his second budget in which he focused on small business, families and transitioning the economy away from a reliance on mining. This newsletter summarises the key points from the 2015/16 Federal Budget.