This Post Looks Beautiful even with Long Interesting Title

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Grandparents Paying the Cost

Last year I wrote the following article regarding one of our retired clients that had to dip into their savings to support family members. We have been reminded of this situation with a similar event impacting on another client who is now preparing for retirement. “Last week, one of our long standing clients who have…

Satisfaction Lies in the Effort

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Private Investment Strategy and MLC CPI Plus

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…

Imagination Encircles the World

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VIDEO – Benefits of Self-Managed Superannuation Funds

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…

ThreeSixty Research Market Update – October 2013

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…

SMSF property: 5 must know rules

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…