With an increasing number of SMSF clients looking to switch loans following the exodus of the major banks from SMSF lending, a law firm has highlighted some of the considerations and important steps with documentation in this process.
From 1 July 2018, if age 65 or older and satisfy the eligibility requirements, you may be able to make a downsizer contribution into super of up to $300,000 from…
When you’re selling your house, the key to a successful open for inspection is to make potential buyers feel comfortable. You want to show your property’s best side, and allow…
In a low-interest, lower-return, more-volatile investment environment, investors have an even greater incentive to keep wealth-damaging behavioural traits or biases under control.
Adelaide can quite often be the unsung hero for property investment. It doesn’t generally make headlines on major booms, and it doesn’t often see record breaking market leaps in short time frames…
The first ingredient of a realistic and achievable financial road map is to build a solid financial foundation. Insurance, also called protection, is the one of the critical components to…
Whatever your goals – whether saving for a house, putting the kids through private school, or ensuring you’re comfortable in retirement – you must start with a sturdy foundation. That’s…
Few of us are naturally enthused by the idea of rolling up our sleeves and undertaking an intensive deep clean, whether it be of our desk drawers or downloads folder. We’re…
When starting retirement phase pension accounts, SMSF professionals and their clients should think carefully about how it might impact the amount of death benefit pension that their children will be able to receive, says a technical expert.
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares. 