An Interview with Michael Karagianis Senior Investment Strategist, Head of Portfolio Solutions, MLC. In this Video Dennis Jones, Senior Financial Planner, CCA Financial Planners asks about the priorities for High Net Wealth clients in retirement — protecting capital and generating reasonable returns, Overview of the Private Investment Consulting offer for high net worth clients, How…
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SMSF VIDEO In this Video Dennis Jones and Damien Butler talks about Benefits of Self-Managed Superannuation Funds. Self-Managed Superannuation Funds offers Flexibility and Variety of Investments options. Some Key benefits of SMSFs 1. Control 2. Choice of Investment 3. Transparency 4. Succession Plan Damien also talks about Cost of Managing Superannuation Funds and maintaining insurance…
Nicholas Lipscombe, NAB Private Wealth Private Client Executive, shares his top 4 debt strategies. Take control Your first step to a smarter debt strategy is to get a clear picture of your overall financial position. To do this, list all of your debts and ongoing expenses including property loans, investment loans, car loans, credit cards,…
SEPTEMBER MARKET PERFORMANCE The Pulse Europe, Japan and China continuing to gain traction Election of Coalition Government and Lower Interest Rates improving Australian Business and Consumer Confidence Australian residential housing shows further upward momentum Global economies In global economies last month, manufacturing data continued to show signs of improvement. The improved data out the…
Owning property in your Self Managed Super Fund (SMSF) can be both rewarding and challenging, writes Peter Hogan, MLC National Manager, SMSF Advice. Unlike owning property yourself, special rules apply to SMSF owned property, particularly residential property. Borrowing by your SMSF to invest in property also adds extra restrictions. The clear advantages of owning property…
Trustees of Self-Managed Superannuation Funds (SMSFs) looking to diversify their investment strategy may consider artwork as a viable alternative asset class. Artwork for such superannuation purposes includes paintings, sculpture, drawings, engravings, photographs and reproductions. There are several issues trustees should address before purchasing. There are rules which came into effect from 1 July 2011 which…
I Like this You Talk Question . See Below. Rodney asks: I’d like to take out extra life insurance. What are the pros and cons of buying it in or outside super? Hi Rodney, It’s great to hear you are thinking of topping up your life insurance. You or another person can take out insurance…
Different insurance terms like TPD plans, Income Insurance plans and Trauma Insurance plans (also known as Critical Insurance) fall under Life Insurance. The tax benefits and other benefits you get out of the plan type you choose may depend on several factors. In Australia, tax are determined on insurance policy type and on some taken…
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