Creating wealth & providing income
The difference between creating wealth and providing income Different assets have different characteristics and some are more suited than others to achieving a desired outcome. The key to a successful investment…
Trust in Shares
Trust in Shares For almost all of us, the bulk of our Superannuation is invested in the share market, whether that be locally or overseas. In my experience a lot…
Royal Commission Recommendations
Royal Commission Recommendations in relation to Superannuation For people like me in the financial services industry, waiting for the findings and recommendations of the royal commission was quite stressful. After…
Mortgage Brokers and the Royal Commission
When I pored through the findings from the Royal Commission, my heart sank when I read the recommendations in relation to the mortgage broking industry. If adopted (which is not…
Self-managed Superannuation Funds and Divorce
Self-managed superannuation funds (SMSF) have a lot of complexities that are often overlooked when established. One such area that is virtually never considered upfront is, what happens to the SMSF…