How to invest in Property
Successful property investment Create a long-term property portfolio plan Realise that investing in property is usually a long-term strategy. The housing market is generally a 7-10 year cycle; it’s a...
View ArticleDividend Franking Credits
What about Franked Dividends and Franking Credits? Franking of dividends is a major reason why investment in share trusts and direct shares can make so much sense. When you also consider that many...
View ArticleSelf Managed Super Fund Rules
Here is a brief overview of the key Self Managed Super Fund Rules, for a full copy of the Self Managed Super Fund Rules please contact the ATO or talk to one of our Self Managed Super Fund advisers...
View ArticleFinancial Advice Fees
At Small Business Works Financial Services we are always very conscious of both our fees and the fees associated with the products we invest in, over the last couple of years we have seen a lot of...
View ArticleWhat is a Transition to Retirement Pension
WHAT IS A TRANSITION TO RETIREMENT PENSION (TTR) ? This is a term that is discussed a lot amongst many pre-retirees, but what is a TTR and how does it work? A TTR was introduced by the Australian...
View ArticleLife Insurance Comparison
Would You Pass The Risk Test? We all face risks in our life and hope that a financial catastrophe will strike somewhere else. This is why it is critical to review your insurances regularly and ensure...
View ArticleManaged Funds
Managed funds, a type of unit trust are investment products that allow you to pool your money with a number of other investors into a single fund that is then able to invest in assets that might...
View ArticleWelcome to our new website
Welcome to our new website! We hope you find it easy to use, please let us know if you find any broken links or other problems. Over time we aim to build it into a great financial planning rescource.
View ArticleIncome Protection Australia
So what is to know about Income Protection in Australia? Well income protection insurance is a form of life insurance that generally covers you if you are unable to work due to illness or injury,...
View ArticleDIY Superannuation
DIY Superannuation funds (or self managed super funds) are gaining popularity every day, after all we are a nation who love a bit of DIY. However DIY is possibly a misleading label. Managing your home...
View ArticleThe Golden Rules of Investing
While markets are performing well it's easy to sit back and watch your investments rise in value. Today, the markets are not performing so well and uncertainty is all around! In times like this, it's...
View ArticleChina's Landing Non-Existent
China's Landing Non-Existent: Premium Funds Management The following article has been reproduced by kind permission of Premium China Funds Management Pty Ltd and it is their views on the subject. We...
View ArticleWhy Get Income Protection
Your income needs protecting Are your house and contents insured? What about your car? If you go overseas do you take out travel insurance? Most of us recognise the importance of protecting assets we...
View ArticleHow to invest shares
Beginners guide to share trading To help make this type of investing more profitable and to enhance the trading experience here’s some tips to help and protect you when trading, especially online: •...
View ArticleBuilding a Share Portfolio
Would you like to build a portfolio of highly performing shares? Shares are a growth assets and most portfolios should contain at least some share exposure. Traditionally the only way to buy shares...
View ArticleSelf Managed Superannuation Funds Borrowing
So you want to borrow in your super fund? Self Managed Superannuation Funds Borrowing - what is involved? Yes a super fund can borrow It must be in a special vehicle called an instalment warrant The...
View ArticleStarting a Pension in a Self Managed Super Fund
Starting a Pension in a Self Managed Super Fund One thing we are often asked as Self Managed Super advisers is can we or how do we start a pension in a Self Managed Super Fund. Starting a pension in a...
View ArticleSelf Managed Super & Property
Self Managed Super & Property More and more people are opening self managed super funds (also known as DIY Superannuation) with the intention of buying directly held investment property within...
View ArticleWealth Is A Habit!
I meet with so many clients and over and over again I see proof that to be wealthy and financially secure you do not need luck or to win tattslotto. In ever y case I know of my client’s wealth is...
View Article
