We’re not your typical finance website (we’ve found they’re usually generic, hard to understand or not very helpful). We know that the financial decisions we make now will impact our quality of life in retirement in a big way. Because these decisions are so important, we reckon everybody should have clear and easily accessible information that empowers them to make financial decisions confidently and with understanding.
As accountants, financial advisors, fund managers and business owners, we have spent many years learning how to get ahead through managing our finances and those of our clients. On SMSF Mate, we aim to synthesize our experiences to provide you with information, insight, tips, tricks, and tools to help you successfully navigate the pitfalls and obstacles that can affect your retirement decisions.
Find the info you need without the jargon about superannuation, investments and self-managed super funds. Gain insights about finance you won’t find anywhere else, and get back to living life without the stress of knowing whether or not you’ve made the right financial decisions for your retirement.
Self-managed super fund property investment can provide a range of benefits for those looking to invest for their retirement. Whether it be ...
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What is the best SMSF software in 2022? When it comes to Self-Managed Super Funds (SMSFs), there is a wide range of ...
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Running a self-managed super fund (SMSF) comes with many different roles, responsibilities and administrative requirements to ensure compliance in the fund. One ...
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I understand that shopping for a super fund is not a short-term decision and the funds that are performing well today aren’t always going to be the best long-term performers. Still, one question remains: how can I find the best performing super funds today?
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To grow your savings for retirement, what is the best investment strategy: maximising your super contributions or investing in property? If you're like most Australians, there's a chance you are doing both. Around 66% of Aussie households owned their home in 2017/18, according to housing occupancy data from the Australian Bureau of ...
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Depending on where you are in your life, saving for your retirement can be a bit of a daunting thought. At SMSF Mate, we want to make your retirement planning a more straightforward and enjoyable feeling. Retirement planning is not all that complicated but like most things, requires some planning and preparation. ...
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We did some Googling and according to Canstar, the typical Aussie owes $3,925 on their credit card, has a personal debt of $21,200 (excluding credit cards and property loans) and has a mortgage of $540,166. Let's look at how that plays out in monthly repayments and let's see what happens if we ...
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Interactive Brokers is considered the industry standard when it comes to a trading platform that is accessible to the everyday SMSF investor. It caters for retail level traders all the way up to hedge fund managers which is why Interactive Brokers is considered the most advanced and accessible trading platform available today. It is a popular platform because:
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One of the most important benefits of having a self-managed super fund; the ability to time your contributions and market entries. We all know the “buy low, sell high” analogy but rarely is it considered when it comes to traditional super fund investments. Using a self-managed super fund is a common way of increasing your ability to time your investments and contributions.
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