The top 3 issues that every pre-retiree should be aware of For most Australians, a comfortable retirement is a long term goal that remains in the back of our minds for many years. Many of us (especially the baby boomers), watched our parents & grandparents struggle along on a Government pension and vowed never to do so ourselves. The Australian Bureau of Statistics (ABS) survey in […]
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Self Managed Superannuation Funds and Property Investment Property investing through your self managed superannuation fund (SMSF) can be a great way to create wealth for your retirement. Investing in property can be an effective way to diversify your superannuation investments, and any income from the investment property, including capital gains, may be taxed at concessional rates. This could mean a financial saving […]
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Self Managed Superannuation Fund sector continuing to grow The Australian Taxation Office (ATO), have just released their latest quarterly findings on the SMSF space. The SMSF sector continues to grow at an astronomical rate. There are now in excess of 1 million SMSF members with more than 534,000 SMSFs in existence, a 6% increase compared to June 2013. The number of funds established […]
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How much superannuation is enough? We all like to think that when we reach retirement age, our superannuation will have enough in it from our employer contributions to start drawing an income that will keep us going until the end. For many Australians however, this sadly won’t be the case. It is never too early to start examining what you […]
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How much work is an SMSF? The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
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