NEWS & INSIGHTS
Property and your SMSF
23 August 2018 Directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it an important and significant part of a diversified portfolio. There are numerous strategies and ways for property to form part of an...
Do you need a home loan health check?
21 August 2018 When was the last time you thought about your home loan interest rate? It's easy to have a set and forget mentality when it comes to your home loan, but you'd be surprised how much you can save just by making one simple change (and we don't mean...
Trust deeds in the new SMSF world – Benefit payments and estate planning
20 August 2018 [vc_row][vc_column][vc_column_text] Trust deeds in the new SMSF world – Benefit payments and estate planning Your superannuation trust deed along with the superannuation laws form the governing rules that self managed super funds (SMSFs) need to...
Register for a free Financial Health Check
See how a free Financial Health Check can keep the heart of your business beating. Our team of specialists can equip you with everything you need to map the future success of your business. Valued at $1250, the Financial Health Check includes: Business structure...
Free Financial Health Check: Take the stress out of securing your business future
How a vet saved $42,000 with a Shakespeare Financial Health Check. Here's a little case study on how a Financial Health Check saved a local vet $42,000 and secured his family's future. Adam has a successful veterinary practice with a steady turnover of $350,000 pa,...
How a financial health check can future-proof your business
Does your business structure offer you asset protection and tax minimisation? Are you paying too much on your loans? Is your insurance adequate to mange the unthinkable? Are you happy with your level of superannuation? The answer to these questions will have a huge...
get in touch
To get in touch with us today, simply use the contact form below and our team will get back to you as soon as possible.
