Understand SMSF trustee duties, contributions, investing, borrowing, retirement benefits and ongoing compliance, with current rules and links to official guidance.
Superannuation, or super as it is more commonly known, is a cornerstone of most people’s personal financial management. Apart from their own home, for many people superannuation comprises their entire personal wealth.
Understand life, income protection, TPD, trauma and business insurance, including policy limits, cover through super and current genetic-testing protections.
Plan for wills, trusts, superannuation beneficiaries, inherited property and decision-making arrangements, with practical explanations and official sources.
Explore buying, financing and retaining a family home, current home-buyer assistance, retirement choices and helping family, with practical checks and official sources.
Understand investment borrowing, negative gearing, after-tax cash flow and scheduled tax reforms, with worked examples and links to official sources.
Explore helping family, documenting gifts and loans, retirement housing and aged-care decisions, including current accommodation and means-testing rules.
Plan and manage a small business with practical guidance on cash flow, employment obligations, super, time management and succession, supported by official sources.
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