partners for life
superannuation
Is a Self-Managed Superannuation Fund (SMSF) Right for You?
November 26th, 2024Is a SMSF right for you? Managing your own superannuation through a Self-Managed Superannuation Fund (SMSF) can be a rewarding yet challenging decision. With over one million Australians already managing their super through SMSFs, it's vital to weigh up the advantages and risks to determine whether it aligns with your financial goals. What Is anread more
Is Your SMSF Investment Strategy Sufficiently Diversified?
April 30th, 2024When was the last time you reviewed your SMSF investment strategy? If it’s been a while, make sure you have a look – the Australian Taxation Office (ATO) went on the front foot a few years ago, sending letters to over 17,000 SMSFs that hold greater than 90% of their total investments in a singleread more
Super Contribution Caps Set to Increase on 1 July 2024
April 17th, 2024As the end of the financial year approaches, Australians will soon have an opportunity to significantly boost their retirement savings thanks to the upcoming increase in super contribution caps, effective from 1 July. While there are a number of different routes through which you can add value and funds to your retirement, additional super contributionsread more
How to Set Up a Self-Managed Superannuation Fund (SMSF)
April 11th, 2024Once set up properly, a Self-Managed Superannuation Fund (SMSF) offers Australians a unique opportunity to have more direct control over their retirement investments, leading to tailored investment strategies with a view to enjoying potentially higher returns. However, this control comes with the responsibility of navigating complex regulatory landscapes and making informed decisions that affect theread more
What is a Self-Managed Superannuation Fund (SMSF)?
March 21st, 2024A Self-Managed Superannuation Fund (SMSF) offers Australians a unique way to save for retirement, in a landscape typically dominated by what are known as “retail funds”. Unlike those traditional super funds, SMSFs offer the ability for up to six members to have direct control over their retirement savings, with the flexibility to choose where theirread more
Self-Managed Superannuation Fund (SMSF) Loans – A Quick Guide
March 1st, 2024SMSF Loans - have you ever thought about setting up a Self-Managed Superannuation Fund (SMSF) to secure a loan? Maybe you have a SMSF in place and want to know what your options are. In either case, read on! In this article, we’ll be looking at how to make an informed decision about the appropriatenessread more
Using a Self-Managed Super Fund to Buy Property
February 5th, 2024You may be aware of Australians using their Self-Managed Super Fund (SMSF) to purchase property - something that has gained popularity over the years. When structured correctly, and undertaken in the right circumstances, it can be tax-effective, allow you to invest in both residential and commercial properties, and utilise your superannuation before you retire. However,read more
McKinley Plowman Federal Budget Update 2020/21
October 7th, 2020Welcome to the 2020/21 McKinley Plowman Federal Budget Update! In a year filled with uncertainty, turmoil, crisis, and economic downturn, the Morrison Government’s Budget was always poised to be one filled with recovery measures to get the Australian economy back on track – looking at both the short- and long-term. While the majority of theread more
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today