financial planning

    Blog tagged as financial planning

    SMSF borrowing & $3m cap - Dollars & Making Sense 14 Nov 2023
    Natasha Panagis follow up on our recent interview on the upcoming review of the new $3m super cap tax being proposed. There is still work to be done in the legislative halls of power, remembering the 2 things we shouldn't see being made ... sausages and laws.
    14 Nov 2023 09:00:00 - Comment(s)
    SMSFs & Borrowing - Dollars & Making Sense 31 Oct 2023
    Being educated SMSFs in the detail will help you avoid this complex area, and especially when buying property and using borrowed funds in super requires particularly detailed knowledge.
    31 Oct 2023 09:00:00 - Comment(s)
    Budgeting & Financial Stress - Dollars & Making Sense 17 Oct 2023
    Given SMSFs increasing popularity, a self managed retirement option is attractive. There is much to be gained from having your own SMSF, so join us to better understand whether DIY super is for you or not.
    17 Oct 2023 09:00:00 - Comment(s)
    Are SMSFs for You? - Dollars & Making Sense 10 Oct 2023
    Given SMSFs increasing popularity, a self managed retirement option is attractive. There is much to be gained from having your own SMSF, so join us to better understand whether DIY super is for you or not.
    10 Oct 2023 09:00:00 - Comment(s)
    Choosing an Adviser - Dollars & Making Sense 1 Aug 2023
    Given the adviser population has reduced from over 30,000 some 5 years we have less than 16,000 now, and that number is dropping. We discuss why this has happened and what's changing in the advice industry.
    01 Aug 2023 09:00:00 - Comment(s)