Baggage. Tickets. Passport. SMSF?


When planning an extended overseas trip, generally the last thing on anyone's mind is their SMSF. However, it is something that you need to consider.

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NHS Pension Transfers


Have you worked in the hospital system in the UK?  
If yes you would likely have a National Health Scheme "NHS" pension entitlement.  
 
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End of Financial Year Superannuation Strategies


The 2014-15 tax year is almost over, so now is the time to review what strategies can be used to minimise your tax. Here are some options to consider.

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Is Self Managed Superannuation Right For You?


More and more Australians are turning to Self-Managed Superannuation Funds as a means of reaching their retirement goals. The proof is in the statistics.

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Personal Shares In Super - Can It Be Done?


Clients with a Self Managed Super Fund (SMSF) often hold shares in their own name outside the fund. But would you be better off if they were inside your fund?

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Why SMSF Estate Planning Is A Fact Of Life


We first posted this item in November 2013. However, it's well worth revisiting because the issue is still very real and relevant.

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Where Will Your Super Go When You're Gone?

While we might prefer not to think about our death, most of us want to be sure that when the time comes, we have ome control over who gets what.

But here's the twist; like so many things in life, it all comes down to the paperwork.

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Change Is Imminent - Are You Super Ready?


There's been a lot of public discussion about superannuation recently. While the overall efficiency of the current superannuation system is a key talking point, the broader conversation is a national policy debate about the long-term future of superannuation and the age pension system. 

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