Monthly Archives: May 2016

Masterclass SMSF – End of Financial Year review – Ensure all is in order!

Only 5 weeks to the End of Financial Year left – time to have a final review to ensure all is in order and all papers documenting all transactions during the year, are in hand and ready for auditor and … Continue reading

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CASE STUDY – Gary & Purina – Need to sort out super funds and life insurance

WHERE they were at – Gary and Purina were early 60s and late 50s and knew they needed to sort out several super funds and life insurance. They had a work super fund that puzzled them, not looking like one … Continue reading

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SMSF Property – Property and SMSF – How can you own or borrow to buy property in SMSF?

Many people ask us and our partner advisors – how can you own or borrow to buy Property in my SMSF – Self-Managed Super Fund? Here are the facts, and you can get all the details in our coming May … Continue reading

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