smsf

How To Avoid A Financial Nightmare During Divorce

How To Avoid A Financial Nightmare During Divorce

We understand it is a particularly stressful stage in life so I have put together a number of general tips I share with new and existing clients, in the event that they do choose to go separate ways.

Understanding Financial Risk - Part 3

This blog is the final article in a three-part series explaining Financial Risk.  In this article, we will discuss the importance and relevance of diversification and other investments that may affect your financial situation. If you have any questions, or wish to discuss financial risk further, contact one of our friendly Independent Financial Planners today.

Understanding Financial Risk - Part 1

This blog is the first in a three-part series explaining Financial Risk.  In our first article, we will discuss what risk is and how the risk/reward relationship is relevant to your financial situation.

Estate planning may be 'radically different' beyond July

Estate planning may be 'radically different' beyond July

SMSF trustees have to consider fundamental estate planning consequences ahead of the 1 July changes, with many professionals and trustees not entirely aware of the knock-on effects of these sweeping reforms