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Superannuation Part 3|Lump Sum Contributions|Spouse Splitting|Downsizing provisions

September 15, 2018

So, here we are. We’ve gone through the most common tax effective strategies in our previous post.  If you did not read it, you can read it here>> Next, we are going to take you through the new rules relating to lump sum contributions and what you can and can’t do. Why would you even…

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Not all Super Funds are the Same…

September 12, 2018

Is your super what you think it is? I’ve been having many conversations recently around different types of super funds, retail, industry, and Self Managed Super Funds. Industry funds are promoting compare the pair, I’m sure you have heard of them or seen them. Then more recently we’ve had the big banks caught with their hand…

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Superannuation Part 2 | What you need to know about the most common tax effective contributions?

September 9, 2018

Okay. so last week we got a handle on what superannuation is.  It’s a tax structure first and foremost and a place to invest second. If you missed last weeks post you can access it by clicking here>> So, this week are going to get into the nitty-gritty of the most common tax effective contributions. …

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Superannuation Part 1|What is Super? And it’s not what most people think…

September 1, 2018

    Superannuation is something of a bit of a mystery for most. We as Australians have a love/hate relationship with superannuation. In some cases it’s complete financial apathy; we tend to just ignore it. It’s something that is there, but we know we’re not going to get access to it for a long time,…

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Fast Track Your Way To Wealth With This One Metric…

August 26, 2018

If your looking to Retire in style there is only one metric you really need to know to achieve it in the time frame you want. It all has to do with T20 cricket. We use this metric with all our clients to keep them on track for whatever they want to achieve and it…

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Don’t invest a single cent until you can answer this one question with absolute clarity!!

August 11, 2018

That’s right folks, forget returns.  Forget SMSF’s.  Forget which fund to invest in or which property to invest in.  Forget focusing on the wrong things. It doesn’t start with investments.  It doesn’t start with tax. It doesn’t start with superannuation. There are more important questions you need to answer before you consider any of the…

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Who’s the CEO of your Family Finances?

August 4, 2018

Like any household, it’s constantly organised chaos. In ours, we have two young boys, one aged 4 and the other 7, yes they are the ones in the image. If you asked them they would consider themselves the owner of everything from the house, to the cars and to everything else we own. The way they…

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The Secret Sauce on Investing…

July 30, 2018

Firstly I want to discuss some real client cases where they have got it wrong, not followed the rules and it ended up costing them big time, and not only money. But if you get this right the rewards are massive.  We’ll discuss the Secret Sauce, the rules you should be following to keep you…

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Which super fund? Industry, Retail or SMSF?

July 20, 2018

It’s no different from choosing a pet.  Do I get a dog, cat or bunny.  They all have their pros and cons, but what is the right one for you will be different to the next person based on their specific needs and wants.  They are different in many ways, they are not the same…

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How Much is Enough?

July 16, 2018

After releasing the Retirement Lifestyle Worksheet I have had many questions about How much is Enough?.  So I thought I would try and answer that question here. If you have not done so already you can download out Retirement Lifestyle Worksheet by clicking here>>  It’s a worksheet you can use to design your own Next…

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