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Posts Tagged ‘smsf’
UK State Pensions: Mitigating the Impact of Inflation and Market Volatility
August 11th, 2022Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
Making Good Financial Decisions at a Young Age
September 10th, 2021Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the keys.read more
COVID-19 and Your Super
August 27th, 2020The impact of COVID-19 has been vast and complex – and super, particularly Self-Managed Superannuation, is no exception. As the government continues to bring in and tweak economic stimulus measures to help people and businesses keep their heads above water, some changes have been made to SMSFs and what funds are allowed to do duringread more
Owning a commercial property with your SMSF
November 1st, 2018Ever thought about investing in property using your super? Transferring commercial property into superannuation is commonplace – and has been for many years – and the benefits of owning property in superannuation can be significant. In order to understand the real-word application of owning property in your super, consider the following example. In this situation,read more
Interdependent Relationships in Estate Planning
July 31st, 2018Protecting family estates from hefty tax bills can be challenging, however there are little known concessions that can save beneficiaries tens of thousands of dollars in liability. Many people make the mistake of not fully accounting for the relationship between superannuation and estate planning when drafting their wills. Estates with large payments from a superannuationread more
In The Media – Ian Gath hits the airwaves on Michael Worthington’s show “In Conversation”
July 11th, 2018Recently, our resident Superannuation Specialist Ian Gath was the special guest on Michael Worthington's "In Conversation" program. He discusses the current Superannuation landscape, Estate Planning, investment portfolios, and how his passion for Superannuation and Estate Planning has helped him establish himself as a leading professional in the field. Enjoy! https://youtu.be/t9ehcOC1E1w read more
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