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The Ten things you should consider when establishing a self managed super fund
- PUBLISHED: 02 May 2023
- - Article
- - Self Managed Superannuation
Before establishing a self-managed super fund (SMSF), it is crucial to consider several factors. This article outlines the top ten things to consider, including determining if an SMSF is right for you, understanding the costs involved, choosing a reputable SMSF provider, developing an investment strategy, considering diversification, understanding the rules and regulations, ensuring adequate insurance coverage, keeping accurate records, seeking professional advice, and monitoring and reviewing regularly. Read All
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The Importance of Patience in Share Investing: Insights from Warren Buffet
- PUBLISHED: 02 May 2023
- - Article
- - Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice
This article discusses share investing, focusing on the importance of patience in achieving long-term success. It includes Warren Buffet's famous quote that share investing is the transfer of wealth from the impatient to the patient, and provides insights on how to practice patience, diversification, and focus on company fundamentals to succeed in share investing. Read All
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"When the stock market undergoes a 'correction', where does the money disapear to?"
- PUBLISHED: 28 April 2023
- - Article
- - What is Financial Planning?
In this article, learn about the concept of "paper losses" in the stock market and why reported losses during a market downturn do not necessarily mean money has been lost. Discover how value and price differ and how following a sound investment strategy is crucial to success. Read All
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Creating a Plan to Repay Your Debt: A Step-by-Step Guide
- PUBLISHED: 28 April 2023
- - Article
Looking to tackle your debt? Our article provides tips and strategies to create a debt repayment plan, including creating a budget, prioritizing high-interest debts, automating payments, and choosing a repayment strategy. With a case study and advice from a financial adviser, you can take control of your debt and work towards becoming debt-free. Read All
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Aussie bank hybrids vs European securities
- PUBLISHED: 30 March 2023
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice
A comparinson between Aussie bank hybrids Vs. European Secrities Read All
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Don't bet on the sale of your business as the only meaningful source of retirement funding?
- PUBLISHED: 23 February 2023
- - Article
- - What is Financial Planning?
The focus of this article is the risks that business owners face if they rely solely on selling their business to fund their retirement. It offers practical advice on how to prepare for the sale or succession of a business, including the importance of building up superannuation. Read All
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The annual SMSF Conference held in Melbourne from February 22 - 24 2023.
- PUBLISHED: 22 February 2023
- - Article
- - Self Managed Superannuation
Why I am attending the SMSF conference again in 2023. Read All
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SMSF and the next Gen
- PUBLISHED: 22 February 2023
- - Article
- - Self Managed Superannuation
This article explores the growing trend of young Australians opting for self-managed super funds (SMSFs) to take charge of their financial future. It discusses the advantages and difficulties associated with this investment strategy. Read All
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When it comes to the fate of your superannuation savings after you pass away, who has the final say?
- PUBLISHED: 19 February 2023
- - Article
- - What is Financial Planning?, Investment & Financial Advice
A summary of the potential outcomes around Super on your passing Read All
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Don't fear a recession
- PUBLISHED: 18 January 2023
- - Article
- - What is Financial Planning?, Directly Held Investment Portfolio, Investment & Financial Advice
A detailed description of exactly what recessions are and how they impact the Australian share market. Read All