Superannuation, Self Managed Super Funds, Investments, Calculators & Tools - View My List.
Jenny and Jerry are both recently retired, they like many of their friends made great past investments in direct property and as such they have a couple of properties and cash in SMSF that provide them with a regular rental income. They are however starting to restructure their investment strategy as they ...
Read MoreJas and Jordan are 10 ways from retiring. They have paid off their house, there kids are out of the house and have bought their own houses. They want to start putting aside the full $50,000 a year into their super from their jobs as well as a small inheritance Jordan received. ...
Read MoreJames has just been focused on his career and climbing the ladder at work. He is earning “real” money in the last couple of years and was told by mates to put more money in super. James started opening those letters he never used to never open from his superfund. He was ...
Read MoreJulie’s parents were both members of an SMSF. When her mum passed away, her Dad (Ben) spoke to Julie about joining his fund. They would share the costs of the fund and he would teach her about investing and get her interested in finance. He did not want Julie to be reliant ...
Read MoreJohn and Jo have two young kids. Jo is working full time and John is working school hours, they decided to set up a SMSF deciding to take an active role in managing their super investments after having no ongoing reviews or meetings with their last adviser. They are regularly reviewing their ...
Read MoreJane has a small fashion retail business with 6 staff. Rent increases and constant negotiation at the end of each lease and potentially moving regularly was always causing stress for Jane. She had previously worked as a fashion constant and had almost 350,000 in super. She was negotiating her current lease when ...
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