Every individual has different motivations in respect to their choice of retirement vehicles. This choice provides Australians with enormous power when selecting where to hold their superannuation assets. While there are many benefits to using a SMSF as your preferred retirement vehicle (refer to our link “Why SMSF”), the financial [Read More]
SMSF Super Update June 2012
30 December, 2012 ·
Our objective here is to provide you with an informative update prior to 30 June and to also remind you to have taken your minimum pension payments (if applicable to you) for the financial year. Download the full SMSF for June 2012 in PDF here domain archive
Big picture decisions for Australian equities in 2013
21 December, 2012 ·
Markets in 2011/2012 have been dominated by four big themes. In the face of GFC2 fears, investors have preferred the safety of defensives and chased dividend yield over capital growth. These big macro themes may once again dominate thinking in 2013, but how will the year ahead compare to 2012? [Read More]
Making the most of your retirement income
15 December, 2012 ·
After you stop working, you can find yourself with time to do the things you may not have been able to do before, like travelling, volunteering or spending more time with loved ones. As you adjust to this new lifestyle, you will need to think differently about your finances. In [Read More]
Employer Super Update June 2012
15 December, 2012 ·
In this update you will find deadlines for 2011-12 financial year Super Guarantee (SG) payments, information on our business Cash Management Account offer, an introduction to our website, Business Term Deposit opportunities and a whole lot more. Download the full Employer Super Update June 2012 in PDF here relevant domains [Read More]
Two things in life are certain: death and taxes
15 December, 2012 ·
When someone passes away, although there are no official death duties, beneficiaries often inherit tax liabilities as well as assets. But there are ways to minimise these potential tax liabilities, reducing the effect of at least one of life’s certainties. Read more by downloading the Budget Booster PDF here
2012/13 Federal Budget Update
1 December, 2012 ·
Leaving political rhetoric aside, the 2012 Budget contained no significant surprises that hadn’t been previously announced. The winners are Mr Swan’s “battlers” and the aged care sector. The 2012/13 Budget is projected to deliver a modest surplus of $1.5bn. Turning to specific details: Part 1 – Taxation – Commentary by [Read More]
Protection
3 December, 2010 ·
At Fundzcorp Financial Services we now have a specialised risk department that can analyse your personal insurance needs or review your current personal insurance policies. What about protecting you and your family’s current and future lifestyle?
Financial Planning
5 September, 2010 ·
There are many options including various asset allocation strategies available for investors who are of low, medium or high risk profile. We will review your current financial situation and advise you how to be more efficient with your tax affairs.
