Wealth Adviser is the educational resource of Spring Financial Group and is owned and operated by ASX-listed Spring FG Limited (ASX: SFL).
The goal of Wealth Adviser is to ensure that concise, informative financial education is available to everyone at no cost.
Through our library of more than 90 eBooks on a broad range of financial planning, investment and tax & accounting topics and our regular seminar programs we seek to inform people of not only the benefits but the potential risks and pitfalls of different financial strategies and investments.
Please browse our library and download as many eBooks as you like – all are offered free-of-charge. Or attend one of our regular seminars.
Please remember that any information provided in any of our books or seminars is of a general nature only and does not take into account your personal circumstances, goals or objectives. As such you should not rely upon it solely when making an investment decision. You should always seek professional advice.
Of course Spring Financial Group would be happy to provide advice on a personal basis should you wish through a one-on-one consultation – or to seek further general advice you should contact them at one of the offices listed on this site or by clicking here to request an appointment.
Did you know you may be able to use your super to buy an investment property? Would you like to find out how? This eBook has been written to help you navigate this opportunity and understand the risks and mistakes to avoid.
There are specific investment rules that must be followed to ensure an SMSF remains eligible for tax concessions. Learn about the types of investments your SMSF can and can’t invest in and lending and borrowing restrictions.
In most cases your super cannot be withdrawn until you reach a certain age or retire. Learn about withdrawing your super as a lump sum or in the form of an income stream.
Downsizing is one of the biggest and hardest decisions you may ever make. More and more Australians will grapple with this discussion in years to come.
Sending your children to a private school is one of the most expensive things you will ever do. Learn the strategies to help fund private school fees.
Superannuation and Taxation can’t be avoided in Australia however as you’ll see from our from our eBook there are things that you can do to work smarter.
If you have reached your preservation age (55+) but are still working you may want to consider a Transition Pension as part of your retirement planning strategy. Combined with Salary Sacrifice it is one of the most significant retirement planning and tax planning tools available to you.