The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin June 30, 2020 Super traps and opportunities for the new financial year Key point: You should plan around any key birthdays in fiscal year 2021 to make…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin September 25, 2019 Dual SMSF investment strategy that ticks all boxes Key point: Your DIY fund's approach to diversification needs to act a benchmark for your…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin July 31, 2019 How to pass on your SMSF wealth effectively Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin July 3, 2019 Time for a portfolio fine-tune Great investing ideas and portfolio management are different skills. Both are important but the latter…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningSelf Managed Super FundSMSF-admin June 6, 2019 Why politicians need to understand the true nature of SMSFs Digging behind ATO statistics shows mum and dad trustees are more likely to have less…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 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