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THE ONLY CHATBOT
BUILT FOR SMALL BUSINESS OWNERS
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THE ONLY CHATBOT
BUILT FOR SMALL BUSINESS OWNERS
WHO WANT
TO:
1 Build an Email List quickly.
2 And Explode Their Sales With Just ONE line of code.
Paul Humphreys
WE provide SMSF administration. WE do not advise, but work with your advisors, or we will Connect you to the right Advisor who can assist you.
Call 0407 361 596 Melbourne AustraliaRecent Comments
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THE ONLY CHATBOT
BUILT FOR SMALL BUSINESS OWNERS
WHO WANT
TO:
1 Build an Email List quickly.
2 And Explode Their Sales With Just ONE line of code.
Category Archives: Retirement Planning
Basics about Super – EOFY Personal Finance checklist – EOFY
The end of the financial year (EOFY) is approaching, and it’s now time to review all financial matters and take necessary actions before the 30th of June deadline. This includes gathering and documenting all transactions to maintain accurate records. To … Continue reading
Pensions – When to retire and how much you can draw from super
The stage in life comes to deciding to when to retire and how much we can draw from our super and how much we need to live! Tony Kaye at First Links explains some important details – One of the … Continue reading
Posted in Centrelink, Pensions / Income Streams, Retirement Planning
Tagged Berwick, dandenong, hallam, Melbourne, narre warren, Pension, planning, Retirement
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CASE STUDY – Doris & Wally had concerns about the small super they had and would it last
WHERE they were at – Doris and Wally had put in a lot of effort in their respective jobs. They mainly depended on their pension for income, and were keen to avoid using up the limited superannuation savings that Doris … Continue reading
Pensions Centrelink – Transfer from Disability Pension to Age Pension – Difference between them
A woman called seeking advice on whether it was beneficial to switch from Disability Support Pension (DSP) to Age Pension (AP). She was concerned about potential pros and cons associated with the change. Answer – While the payment amount remains … Continue reading
Basics about Super – What you need to know – Superannuation Australia
Superannuation is an important part of the Australian retirement system. It is a way for workers to save money for their retirement and it is compulsory for most employees. Superannuation is also a tax-effective way to save for retirement, with … Continue reading
SMSF Basics – SMSF: Is It the Right Choice for Your Retirement Savings?
Navigating the world of retirement savings can feel like a complex endeavour. A Self-Managed Super Fund (SMSF) offers a personalised approach to pension savings, putting the control firmly in your hands. With the autonomy to make investment decisions, an SMSF … Continue reading
Pensions – When to Retire? Choosing to Retire early?
How much do you need? One consideration of when to retire is how will you fund it – how much is required to live on? Every quarter the Association of Superannuation Funds Australia (ASFA) publishes its calculation of how much … Continue reading
Posted in Centrelink, Pensions / Income Streams, Retirement Planning
Tagged Berwick, dandenong, hallam, Melbourne, narre warren, Pension, planning, Retirement
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CASE STUDY – Margaret & Harold, knowing term deposits were not enough to ensure their money would last
WHERE they were at – Margaret had enjoyed her service to the public sector, as it was more like serving the community, and she had also been blessed to have the occasional chance to enjoy living on other countries and … Continue reading
SMSF Basics – Paper & Wet-signed gives more legal certainty
Recent legal advice is that SMSF trustees should exercise caution if considering signing a trust deed electronically, to avoid the risk of state-based litigation. DBA Lawyers special counsel Bryce Figot warned against the practice authorising a deed using electronic means … Continue reading
Basics about Super – Super for Contractors – ATO
Do you pay contractors for your business? You may need to pay superannuation for contractors, so here we explain: how the ATO determines when you must pay, about offering choice of fund and how much to pay. Super contributions for … Continue reading
SuperBenefit News for SMSF 