Is a self-managed super fund right for me?
According to the ATO, over one million Australians have a self-managed super fund. But is an SMSF right for you? Following our recent report on poor performing superannuation funds, it may have prompted you to consider what other options are out there. You might have...
Federal Budget, what does it mean for over 60’s?
On the 11th of May 2021, Australians listened carefully as Treasurer Josh Frydenberg handed down a budget that was designed to repair the economy and get us through the challenging COVID times. When a budget is handed down, it takes some time to digest and really work...
Gifting the children an early inheritance – but keeping it a secret
Jeff and Anna are recently retired and fortunately, they have accumulated enough wealth to enjoy a comfortable retirement. They have two children and are keen to ensure they are able to help them in the future. They have available funds of $200,000 set aside which...
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