Category Archives: News Blog

How to Reduce Tax and Build Your Wealth Whilst Living Offshore

How to Reduce Tax and Build Your Wealth Whilst Living Offshore If you are living and working overseas there are a number of additional factors you need to be aware of when managing your money. First and foremost, you may no longer be a tax resident in Australia. Instead, you may have become a tax […]

Also posted in Australian Expatriates | Comments closed

The Key to Successful Investing in the Share Market

Keys to Success

The Key to Successful Investing in the Share Market In the short term, the share market is an irrational place. Prices jump all over the place and in a lot of cases, there is no evidence or fact to explain such large swings in share values. Instead, most of the time such price volatility is […]

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NRAS properties – good or bad for investors?

houses in a row

The National Rental Affordability Scheme (NRAS) was introduced by the Australian Government in 2008 and in partnership with the states and territories, aims to provide homes and apartments to increase the supply of affordable housing for low to moderate income earners. The NRAS scheme is not housing commission or social housing; it is a Federal […]

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The value of comprehensive financial advice

There are two ways you can go when seeking financial advice; get comprehensive advice or limited advice. Distinguishing between the two is straight-forward. Comprehensive advice is advice for all aspects of your financial position. Limited advice is where the scope of advice is restricted to predetermined areas of your financial position, such as superannuation, insurance, […]

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Why a SMSF Will is important in the event of divorce

Self-managed superannuation funds (SMSFs) continue to increase in popularity. There are now more than 480,000 SMSFs in existence and it is expected that 2013 will see the one millionth SMSF member. Furthermore, SMSFs now make up about one third (or $450 million) of Australia’s $1.4 trillion superannuation system and the average fund balance is around […]

Also posted in Self-Managed Super Funds | Comments closed

Financial advice reforms to (finally) become effective in 2013!

It’s now been nearly 3 years since the Government first announced its Future of Financial Advice (FoFA) reforms in April 2010. Since this time there has been much discussion and debate over the proposed changes and this has led to various amendments and plenty of fine-tuning. However, the reforms (albeit, significantly revised) have now been […]

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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 […]

Also posted in Investment Platforms | 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 […]

Also 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.