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The Latest Updates On The Choices You Have With Your Money
Protecting Yourself During Life Transitions: Divorce, Retirement, and Inheritance
Life is full of transitions, each bringing with it financial challenges and opportunities. Whether navigating a divorce, preparing for retirement, or managing an inheritance, protecting your wealth during these pivotal moments is crucial for ensuring financial...
Why Is Good Record-keeping Important For Your SMSF?
Managing a self-managed super fund (SMSF) comes with various responsibilities attached, including the critical task of record-keeping. One of the primary reasons for maintaining good record-keeping habits in an SMSF is to ensure compliance with legal requirements. The...
The Importance Of Estate Planning
Estate planning is a critical aspect of financial management that often takes a back seat in the hustle and bustle of daily life. However, for those seeking to secure their legacy and provide for their loved ones, engaging in thoughtful estate planning is paramount....
Understanding & Avoiding Prohibited SMSF Loans
Loans to members continue to top the list of reported contraventions in self-managed super funds (SMSFs), according to auditor contravention reports submitted for the 2019 to 2022 audit years. Constituting a substantial 16% of all reported breaches, this trend...