Monthly Archives: April 2013

Government announces changes to superannuation

Last Friday Treasurer Wayne Swan and Minister Bill Shorten announced a range of changes to superannuation aimed at making super fairer for all Australians. Here are the key reforms: 1. Tax to apply on superannuation assets supporting income streams for high net worth individuals

Posted in Superannuation | Comments closed

Why you must have an Enduring Power of Attorney for your SMSF

Around 7 out of 10 SMSFs have individual trustees, the majority with 2 spouses acting as joint trustees (e.g. husband and wife). Under these circumstances, you must have an Enduring Power of Attorney (EPoA) in place. The likelihood of one (or both) trustees losing capacity before death is high and without an EPoA, the consequences […]

Posted in Self-Managed Super Funds | 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.