Posts Tagged ‘retirement’

Borrowing Rules for SMSF: An introduction

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 [...]

Residential Aged Care: What you need to know

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.
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)

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.

Senior Couple Exercising In Park
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