Gold Coast Financial Planners

Weighing up the costs and benefits of an SMSF

April 30, 2021
For many people, the idea of managing and investing your own retirement savings is very appealing. But there is debate over whether running your own self-managed super fund (SMSF) is cost effective. So, what are the arguments for and against having your own fund? Taking control of your super People choose to run their own…

The Rich Life Vol 42

February 6, 2021
It’s February already, crazy how time flies. The kids are back at school and Australia is getting back to business. It’s still not business as usual, but with the vaccine rollout about to begin, there is a growing sense of optimism. There was a sense of relief on the global economic front in January as…

Is an SMSF right for you

February 4, 2021
As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF). As well as control, investment choice is a key reason for having an SMSF. As an…

SMSFs on the defensive: Is it time to revisit your strategy?

September 15, 2020
Self-managed super funds (SMSFs) have had a challenging year, with COVID-19 linked market uncertainty affecting income and returns. But SMSF trustees haven’t been sitting on their hands. One of the main reasons people give for wanting to establish an SMSF is to have greater control of their investments and taking control of a difficult situation…

Is your SMSF balanced?

June 9, 2020
The recent sell-off on global sharemarkets due to the economic impact of COVID-19 has highlighted the risks of depending too heavily on a single asset class. Even before the current crisis, the ATO was concerned about a minority of self-managed superannuation funds (SMSFs) with up to 90 per cent of their money in a single…

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