Financial Planning

How much work is an SMSF?
How much work is an SMSF? The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
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Maddern Financial team meet Federal Finance Minister, Superannuation Minister
Maddern Financial team meet Federal Finance Minister, Superannuation Minister Several members of the Maddern Financial Advisers team recently contributed to the Association of Independently-Owned Financial Professionals onshore conference in Hobart. As part of his deep commitment to the non-aligned approach of our Advice business, Dennis sits on the board of this important association. The ideology of the event is to bring together in unity […]
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Man working on computer - SMSF
Taking control of your superannuation is something that everyone can do – with SMSF knowledge from a It is said by Australia’s foremost expert on taxation and superannuation that the SMSF is the world’s greatest retiree tax haven. Many people feel that SMSF’s are a complex subject, and beyond their understanding of taxation and superannuation rules and regulations. But whether you are a wealthy retiree or a young wealth accumulator, an SMSF […] Read more
Bank vault
Keeping your money safe in volatile markets With share markets moving up and down, many people and a few of our Clients wonder just how safe their super/investments are. Where you are in your life, will shape what you do with your Investments, especially in times like these, e.g. someone who is retired is in a very different position compared to someone […] Read more