Understanding your Retirement Options
Understanding your retirement options can be a complex and daunting task. There is a number of elements that will impact your retirement options and everyone is different. It is important to have a personalised strategy to help you understand what income you need in retirement, how many assets and the most tax effective way to structure your financial affairs. In the e-book below, we have gone back to the basics to get you thinking about some ...
Top 5 tips for 2013
With 2013 well underway, here are some simple yet effective tips to get you started.
Start your tax planning now - Although we are still 6 months before the end of the financial year, it is important to start your planning now before it is too late. This can include make extra super contributions, purchasing tax deductible items or purchasing tax effective investments. Reducing tax is one of the most effective ways to create additional savings.
Review your loans - With interest ...
Consolidating your super funds
You wouldn't pay multiple fees on anything else, so why pay them on your super?
Many people have more than one super fund without realising that they're probably paying multiple sets of fees. This can make a big difference to your super balance over time, slowly eating away at your returns. By combining all of your super funds into one super account, you'll pay just one simple, all-inclusive fee.
In addition, consolidating your super and having one ...
Using your Super to buy Investment Property
Thursday, March 3, 2011 6:00 PM - 7:00 PM AEDT
Using your super to buy investment property has been a very effective investment strategy for many investors.. but you need to be careful because if you get it wrong the consequences can be severe.
At this seminar our experts will cover;
- The benefits of Investing through an SMSF
- How to access leverage inside the super environment
- When is the best time to utilise an SMSF to invest ...
Ark Informer - February 2011
It is about that time of the year again to make those financial, lifestyle and work resolutions for the year. Unfortunately for many, in a few months all of those resolutions will be a distant memory.
How can you make this year different from the previous ones?
Our suggestion is just to pick a couple of resolutions and don’t make them all one year long. Make small incremental goals that lead you to a bigger one so you can ...
Australian and International Equities review of 2010 and Outlook for 2011
Van Eyk research have prepared an econominc paper reviewing Australian and International Equities in 2010 and looking at the Outlook for 2011. Although there will always be unforeseen events that may effect the economy, the long term prognosis for Equities is positive.
Market Review.pdf (344 KB)
Budget 2011 - IOOFs View from a Financial Planning Standpoint
IOOF Budget update.pdf (539 KB)