The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-basicsSMSF-investing February 10, 2019 Banking royal commission: what SMSF investors need to know While DIY super funds were not an area of concern, it will mean more transparency…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-admin January 15, 2019 An SMSF action plan for 2019 to keep your fund running smoothly Now is a great time to start planning how to get your self-managed super fund…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-adminSMSF-advancedSMSF-retirement November 19, 2018 Why inviting your kids into SMSF is a bad idea While family members in accumulation mode could help soften the impact of Labor’s franking credit…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSMSF-adminSMSF-advancedSMSF-investing October 23, 2018 How to simplify your SMSF When you take control of your family’s financial future, cut through complexity to meet your…Read More
The Independent Financial Advisor 0 1 Australian Financial ReviewSMSF-advancedSMSF-deathSMSF-divorce September 25, 2018 How to keep your SMSF alive and kicking The key is to find trusted advisers and start mentoring younger members of the family.…Read More
The Independent Financial Advisor 0 1 Financial planning September 10, 2018 9/11 – Lest we forget I post this every year as a reminder to myself of the bravery and courage…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSMSF-advancedSMSF-closing August 28, 2018 When to close your SMSF In the right circumstances, there are good reasons to exit your SMSF and the vast…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSMSF-adminSMSF-advancedSMSF-investing July 2, 2018 SMSF advisors need to lift their game Why the two SMSF reports from ASIC should be required reading for anyone in the…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSMSF-adminSMSF-basicsSMSF-establish June 4, 2018 Right reasons to set up an SMSF For the work and effort involved in running your own fund, there should be significant…Read More
The Independent Financial Advisor 0 2 Financial planningSMSF-basics May 2, 2018 How many members should you have in your SMSF? My article in the Australian Financial Review asks the question "Who should you include in…Read More