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To make the most of your retirement, you not only need to plan your financial strategy with your financial adviser, you also need to put together a lifestyle strategy. At retirement age you are likely to still have 30 years to live, so what are you going to do throughout these years? Retiring to a [...]
Posts Tagged ‘retirement’
Borrowing Rules for SMSF: An introduction
Posted by Rebecca on February 26th, 2011
While self managed super funds (SMSFs) can borrow for investment purposes, special rules and restrictions apply. It’s important you understand the rules and seek specialist financial planning advice on your circumstances. What are SMSF borrowing rules? The borrowing rules offer excellent opportunities for SMSFs to maximise earnings by allowing the funds to gear (borrow to [...]
Posted in Financial Planning, Retirement, Super 
Tags: borrowing, capital gains tax, direct property, retirement, smsf, superannuation 
Comments OffResidential Aged Care: What you need to know
Posted by Rebecca on June 27th, 2010
 Retire gracefully with dignity and enjoy life in comfort |
If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.
Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle. Get some answers about the financial options for residential aged care from Rebecca Newton and Prestige Wealth Partners. |
Intro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
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Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements. It’s important to understand more about SMSFs to determine if this option is right for you. |
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Posted in Financial Planning, Investment, Retirement, Super Tags: factsheet, pension, retirement, smsf, superannuation Comments Off
