Monthly Archives: January 2017

NEWS – Is Transition to Retirement still Viable?

Professional Planner’s writer Alexandra Cain writes about whether the Transition to Retirement strategy is still viable – You could almost feel the wave of disappointment go through the financial planning community after the May 2016 federal budget, when the Coalition … Continue reading

Posted in 2 Past Newsletter Topics, News & Stats, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment

CASE STUDY – Alex – Wanted to use SMSF to purchase property and take control

Alex is a keen property investor with many years’ experience and had also researched Self-Managed Super funds (SMSF) as a way to take control of his retirement savings and how to purchase property in super. He already had several investment … Continue reading

Posted in 2 Past Newsletter Topics, Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , | Leave a comment