self-managed superannuation fund administrators

On The Money – September 2016

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Before You Buy a Business The greatest compliment we receive from our clients is the referral of their friends, family and business colleagues. Thank you for your support and trust. Starting a business can be a mine field and no amount of research, passion or planning can...

THE ESTATE PLANNER NEWSLETTER ISSUE – August 2016

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Will the Court consider your reasons for excluding someone from your Will? New legislation now means that, in an application for provision from a deceased’s Will, the Court now must consider any reasons the deceased gave in their Will for not providing for a family member....

Welcome to the latest edition of Keeping in Touch – August 2016

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Election update: how will your finances be affected? Now that the election has been finalised, here we look at some of the new government’s policy changes that could have an impact on your financial situation. If you invest in superannuation From 1 July 2017, the level of pre-tax...

The Estate Planner – June 2016

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Moving back in with the Kids The Pros and Cons of Granny Flat Agreements It has been “the new big issue” for quite some time now – the aging population, retirement living, aged care, and so on and so forth. And, of course, it’s true… there are more and more people entering...

Welcome to the latest edition of Market Wrap – June 2016

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Market Highlights – June 2016​  Share markets bounced strongly on central bank support and the improved growth The rally has started to broaden from commodities to technology, financials and health The Australian dollar fell sharply on expected further rate cuts and US rate hike...

ON THE MONEY – June 2016

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2016 Federal Budget Highlights Treasurer Scott Morrison’s 2016/17 Federal Budget delivers a budget deficit of $39.9 billion which is down from $41 billion in 2014/15, The deficit is projected to drop to $37.1 billion in 2016/17, $26.1 billion in 2017/18, $15.4 billion in 2018/19...

On The Money – March 2016

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Who Wants To Grow Their Business In 2016? It’s clear that some business owners still don’t think they need a website. In fact, according to a 2016 report in the US produced by Clutch, 46% of small business owners don’t have a website. They surveyed 350 small...

The Super Brief Newsletter – Issue – January / February 2016

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Protecting the SMSF nest egg with a “Superannuation Agreement” The overwhelming purpose of Superannuation is to build up a lump sum nest egg in order to create an income in retirement. Typically, the focus of clients with an SMSF is to select those assets, usually...

On The Money (December 2015)

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  Plan Your Success in 2016 Can you believe we are nearly at the end of another year? For some, 2015 was a tough year and it’s a good time to take a step back and look at what’s working in the business and what needs working on. One thing we all understand is, if...

The Estate Planner

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The Estate Planner   The Best Laid Plans… De Facto relationships and estate claims   We often hear of people who meet later in life and, having heard “horror stories” of claims by new “de facto” partners, take careful steps to protect their...