LATEST BLOG POSTS
All I want for Christmas is to survive it debt free
With the holiday season fast approaching, it’s tempting to throw out the year’s careful planning and budgeting to splurge in the name of Christmas. But getting into the Christmas spirit doesn’t mean you have to get into debt. Follow these tips to ensure that you...
Have your cake and eat it
When it comes to property investing, the merits between investing in your own name and through a superannuation fund have long since been debated. In reality there are pros and cons to both, and many factors to consider such as: Do I have to borrow money to afford the...
Medibank Float – key points
With the announcement of the Government sell off of Medibank Private there has been much written about the pending float on the Australian Stock Exchange. We would like to take this opportunity to highlight some key points: Medibank and ahm is the largest provider of...
Property in Super? Beware of the sting in the tail
Without doubt superannuation is the most long-term tax effective vehicle for accumulating wealth. For many people it is also their only form of savings outside of their family home. We've also heard time and time again about Australians' love affair with investing in...
Why Dividing Farm Assets Does Not Always Work
One of the toughest conversations farm families have to have is how to distribute farm assets after the senior generation has passed away. That conversation however, is a lot easier than the one on how a business is to be transitioned whilst everyone is fit and well!...
Corporate VS Individual Trustees for your SMSF
There has been much debate for many years about individual versus corporate trustees for self-managed superannuation funds. One sticking point for many clients has been the additional cost involved with establishing a corporate trustee, but recent changes to the way...