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 InsightsJet setting retireesResponsible for managing family wealthSelf Managed Super FundSMSF-investing May 6, 2019 Industry funds’ DIY options could help you keep franking credits Key point: Own shares through an SMSF and concerned about losing revenue on them? There's…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningInvesting InsightsJet setting retireeManaging family wealthSelf Managed Super FundSMSF-basics April 9, 2019 Complexity helps justify fees Like the Wizard of Oz, as long as financial players can can hide behind complexity,…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningInvesting InsightsSelf Managed Super FundSMSF-advanced March 10, 2019 Top 100 SMSFs control $8 billion The Australian Taxation Office has a self managed super fund top 100. Among its greatest…Read More
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