Self worth = net worth How to build confidence and change your financial direction At the start of the year, many people reassess their finances in preparation for the year ahead. This inevitably involves a review of income sources. For many people, this is a bit of a sore spot as it can cause doubt or regret about career choices. […]
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End of Financial Year Checklist Planning for the end of the financial year is a little harder this year, with a federal election just days later which could result in sweeping changes to superannuation, negative gearing and business taxation. All the more reason to get on the front foot to make the most of the current tax arrangements while you […]
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Why does an SMSF need an investment strategy? All Self Managed Superannuation Funds (SMSF) must have a valid investment strategy. An investment strategy sets out a fund’s investment objectives and how the members plan to achieve them; we call it a cookbook for your super. It describes the personal circumstances of all the fund members, including their age and risk tolerance and provides […]
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Minimum superannuation pension payments for SMSF You’ve worked hard all your life, and you’ve finally reached the point where you can start to draw down on your superannuation. You may have fully retired, or you could be partaking in a transition to retirement strategy. Either way, you have met the conditions of release, and you are ready to draw down. One […]
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SMSF Adviser feature – Dr. Dennis J. Maddern Maddern Financial Advisers Founder and Executive Chairman; Dr. Dennis J. Maddern, was recently interviewed by SMSF Adviser magazine on what he has learnt from running a business and how to become a successful leader. Simply click on the image to reveal in a large readable format.
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