Am I too young for a self-managed super fund (SMSF)?

Some of my friends in their 30s have set up an SMSF. I don’t have a large super balance but want control. Is it worth it? If you’re under 55 and thinking about setting up a self managed super fund (SMSF) you’re not alone. SMSFs are being established by younger Australians in a shift in the age of those wanting control over their super. Before deciding if an SMSF is right for you, consider […]

How can I make my dream home a reality?

There are plenty of uncertainties when upgrading your home, or moving to a new one. Planning ahead with the help of a financial expert can put you back in control. And clear your mind so you can focus on the home you’re trying to create. Only you can choose the best home for you. But finding a smart way to buy it will probably take some help. Just like engaging an architect to […]

SMSF Newsletter

In this SMSF focused eNewsletter we detail important information that has been published by the ATO regarding transition to retirement pensions. We also feature an article about self funded retirees, and how Federal Budget changes to eligibility requirements for the Commonwealth Senior Health Card are expected to commence from January 1 2015. NOTE – The changes are yet to be legislated. If you have any questions regarding the information in this […]