superannuation

Aged Care: Final Summary

Author: Andrew Wem, Wealth Adviser & Lending Specialist This is the final article in a series of Aged Care emails we have produced over recent months. By planning ahead and visiting a few care facilities in your area or close to where your support is, you can take comfort in the thought that if you [...]

By | December 12th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: Final Summary

Estate Planning: What can you do now and why this is so important

Author: Andrew Wem, Wealth Adviser & Lending Specialist As we get older, it becomes more important than ever to have your assets structured correctly. This does not only ensure that they are protected and preserved for you and your loved ones but also prevents potential issues and costs associated with your assets in the future. [...]

By | November 27th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , |Comments Off on Estate Planning: What can you do now and why this is so important

Aged Care: It’s All About Cash Flow

Author: Andrew Wem, Wealth Adviser & Lending Specialist As life expectancy in Australia increases, the need for a comprehensive Aged Care has become more important. One of the most important matters that need to be addressed when discussing Aged Care is ensuring an effective cash flow that will support you or your loved one. Effective [...]

By | October 19th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: It’s All About Cash Flow

Aged Care: Minimising Aged Care Cost

Author: Andrew Wem, Wealth Adviser & Lending Specialist Are you concerned that entering aged care may cost you hundreds of thousands of dollars and don’t know what you can do to reduce these costs? If so, then please read on, as with some timely planning and research, there are several ways that can help you [...]

By | September 20th, 2017|Categories: Blog|Tags: , , , , , , , , , , |Comments Off on Aged Care: Minimising Aged Care Cost

SMSF Record Keeping Requirements

One of your responsibilities as a trustee is to ensure proper and accurate tax and super records are kept. In the article and video below, the ATO provides valuable information on the information that should be kept and recorded as part of your Self Managed Superannuation Fund compliance requirements. Click image below to read full [...]

By | December 17th, 2015|Categories: SMSF|Tags: , |0 Comments