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5 Useful Tips for Finding a Financial Adviser
- PUBLISHED: 20 March 2018
- - Article
- - What is Financial Planning?, Investment & Financial Advice
So you’ve come to a point in your life where you want to start planning for your future, perhaps you’ve started a new job, come into some money or simply want to retire comfortably. Whatever the reason may be, it’s always a good idea to start thinking about your future. Read All
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SMSF Borrowing under the LRBA: Here’s What to Know
- PUBLISHED: 15 March 2018
- - Article
- - Self Managed Superannuation
The latest trend in the SMSF world is the ability for SMSF trustee’s to borrow money to investment. This ability to borrow money using your SMSF to finance investments including direct property is possible under the Limited Recourse Buying Arrangement (LRBA). Read All
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Changes to non-concessional contribution caps
- PUBLISHED: 14 March 2018
- - Article
- - Self Managed Superannuation, Transition to Retirement
Non-concessional contributions are after-tax contributions made to your super, or better known as personal contributions for which you do not claim an income tax deduction, they also include spouse contributions. Non-concessional contributions can be a good way to maximise your super and help you save for retirement. Read All
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Hugo Sampson Wins 2017 Adviser of the Year Award
- PUBLISHED: 13 March 2018
- - Article
- - What is Financial Planning?, Investment & Financial Advice
It is with great pleasure for LifeTime Financial Group to announce Hugo Sampson the winner of the 2017 Advice Evolution Adviser of the Year award. This is the second year in a row Hugo has been honoured with Adviser of the Year awarded across the national adviser base for Advice Evolution. Read All
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Changes to Personal Super Contributions Deductions
- PUBLISHED: 09 March 2018
- - Article
- - Self Managed Superannuation
The onset of the new 2017-18 financial year saw a lot of changes to the legislation surrounding superannuation and in particular, changes to personal super contributions deductions. Read All
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Super or Mortgage. That is the question!
- PUBLISHED: 02 November 2017
- - Article
- - Transition to Retirement, Investment & Financial Advice
We are often asked by clients if one is better off contributing more to Super or by accelerating the repayment of mortgage debt? Read All
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Use your Superannuation to save for your first home
- PUBLISHED: 31 October 2017
- - Article
- - Self Managed Superannuation, Investment & Financial Advice
To state the obvious, buying your first home is one of the most difficult tasks for people to undertake. Now you can use your Superannuation to help you save for your first home purchase. Read All
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Super Concessions for those who are selling their home - The Downsizer Concession
- PUBLISHED: 31 October 2017
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Investment & Financial Advice
May 9, 2017 saw the Federal Government make a significant announcement regarding Super Concessions for those who are selling their home post 01/07/2018. Read All
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The importance of diversifying your investments?
- PUBLISHED: 23 August 2017
- - Article
- - Investment & Financial Advice
At times in the past, we have been asked by our clients why we diversify investments across separate asset classes when making investment recommendations. Read All
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Is investing in Managed Funds the stupidest thing you can do with your money?
- PUBLISHED: 10 August 2017
- - Article
- - Investment & Financial Advice
I've been a fan of podcasts for quite some years now. There is a huge choice to listen to out there. One of my favourites is Freakonomics. You may have heard of Stephen Dubner's best selling book entitled “Freakonomics”. Stephen, in his podcasts, takes an entertaining look at every day things from an economics perspective (I know you’re yawning already but give the show a go) and explores the “hidden side of everything” in an informative and entertaining way. Read All