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Super traps and opportunities for the new financial year

By |June 30th, 2020|Categories: Australian Financial Review, Financial planning, Jet setting retiree, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Funds|

Key point: You should plan around any key birthdays in fiscal year 2021 to make the most of superannuation contribution windows.

Why you need to update your SMSF investment strategy

By |June 1st, 2020|Categories: Australian Financial Review, Financial planning, Jet setting retiree, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Funds|

Key point: With the new financial year approaching, now is the time to bring your self-managed superannuation fund’s investment strategy up to date and stay in the ATO’s good books.

Dual SMSF investment strategy that ticks all boxes

By |September 25th, 2019|Categories: Australian Financial Review, Financial planning, Jet setting retiree, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Funds|

Key point: Your DIY fund’s approach to diversification needs to act a benchmark for your auditor as well as offer you flexibility with the best direction for members.

Investing Insights: Flying above the danger zone

By |August 7th, 2019|Categories: Financial planning, Investing Insights, Self Managed Super Funds|

Below is our latest correspondence to clients. When there are big moves in markets,we communicate to clients proactively so they have the confidence they are best positioned.

How to pass on your SMSF wealth effectively

By |July 31st, 2019|Categories: Australian Financial Review, Financial planning, Jet setting retiree, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Funds|

Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner.

Time for a portfolio fine-tune

By |July 3rd, 2019|Categories: Australian Financial Review, Financial planning, Jet setting retiree, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Funds|

Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not