Monthly Archives: December 2012

Why investment platforms are dead

I can’t see how using a platform is in a client’s best interests. The cost versus benefit equation simply does not stack up. Every year I review the platform offerings available to see what has changed. Once I’ve assessed the various product enhancements, fee changes, new investment options, revised insurance offerings and so on, I […]

Posted in Investment Platforms, News Blog | Comments closed

Why your SMSF should have a corporate trustee

It is considered best practice to establish a self-managed super fund (SMSF) with a company acting as trustee, yet around 70% of the 488,000 SMSF’s in existence have individual trustees. Why? The reason is simple; cost. Establishing a SMSF with a corporate trustee typically adds more than $1,000 to the setup cost compared to establishing […]

Posted in News Blog, Self-Managed Super Funds | Comments closed

Government confirms transfer of retirement benefits between Australia and NZ

Under new legislation passed by Parliament, Australians and New Zealanders who move across the Tasman will now be able to consolidate retirement savings in their new country of residence. The change is set to benefit many Australians and New Zealanders in the future; more than 50,000 Kiwis moved to Australia and around 14,000 Aussies relocated […]

Posted in News Blog, Retirement | 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.