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Latest lifestyle articles
The elephant in the room
It never ceases to amaze me that so much media content for investors is devoted to talking about wealth minutia while managing to avoid the elephant in the room.
The happiest clients I ever met…
…was a retired couple in their late 80’s living on a tiny pension and $30,000 in the bank. They had sold their home, bought a caravan and had no fixed address…and I still blush when I think about how affectionate they were with each other during the meeting.>> Read more
The gift that just keeps giving!
If you’re retired and enjoying the fruits of your labours, cast your mind back to when you were starting out in life…your first car…your first house….your first marriage!
Of course, while I’m being a little cheeky with the last reference, the truth is...>> Read moreIts all a matter of trust
With over 450,000 funds managed by approximately 850,000 Trustees, self managed superannuation funds or SMSFs are the fastest growing superannuation sector. With so many clients acting as Trustees for their SMSF, >> Read more
Latest technical articles
It's all about the process
Forgive me for my “loose” use of the phrase used by the Clinton presidential campaign crew in 1993 (i.e...the economy stupid) to describe what I think is an absolute truth that can be applied to the financial planning industry.
When I received my first proper authority in 1985...
Borrowing in an SMSF
With approximately 30% of the super industry’s $1.3tril, self managed superannuation funds or SMSFs are the largest sector of the superannuation market.
In ever increasing numbers, members of retail and industry super schemes with high levels of accumulated super are terminating their holdings and transferring them into their personal SMSF on the recommendation of friends, accountants and financial advisers.
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