Monthly Archives: October 2012

Good news for superannuation pensions

The Government released their Mid-Year Economic and Fiscal Outlook (MYEFO) this week. A number of changes were announced, however, the most notable was a final decision on when a superannuation pension ceases in the event of death. This has been an ongoing issue since July 2011 when the ATO released draft ruling TR 2011/D3. The […]

Posted in News Blog, Superannuation | Comments closed

Why insurance is needed when investing in property via a SMSF

Investing in property via a SMSF is the flavour of the month at the moment and for as long as share market uncertainties exist and the RBA continues to reduce interest rates, this strategy will continue to gain momentum among investors. Where borrowings are used to fund some of the purchase, a limited recourse borrowing […]

Posted in Insurance, News Blog | Comments closed

The top 7 benefits of investing in insurance bonds

With such a wide range of investments available and little media coverage, it’s not surprising that insurance bonds can be overlooked by investors. In simple terms, an insurance bond is a cross between a life insurance policy, a superannuation account and a managed fund. You invest your money into a managed investment portfolio (of your […]

Posted in Insurance Bonds, News Blog | Comments closed
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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.