35 End of Financial Year Tax & Superannuation Tips & Strategies – FY2021 Edition

Discover strategies to legally minimise your tax obligations as an individual or a business as well as strategies to grow your superannuation. We also cover some tax traps and how to avoid them.

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Renting Out Your Family Home: Implications for When You Move into Aged Care

In this eBook, we will look at the pros and cons of keeping your home and renting it out versus selling it. We will also look at a number of case studies.

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ETFs, LICs and Unlisted Managed Funds – What’s the difference?

In this e-book, we explain the key differences between ETFs, LICs and unlisted funds. We also provide answers to FAQs and outline the pros and cons of each investment option.

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Understanding Group vs Retail Life Insurance

If you need to take out life insurance to protect yourself and your loved ones financially, you have three broad options – group life insurance, retail life insurance, or arranging life insurance yourself directly through an insurer.

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ETFs – Understanding how Exchange Traded Funds work

Exchange traded funds (ETFs) are a managed investment vehicle that you can use to access a wide variety of investment markets.

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Understanding Aged Care In Australia

If you’re considering Aged Care for yourself or one of your loved ones, it’s important to understand the basics of how Aged Care works in Australia before you make any decisions.

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13 decision making mistakes that investors make…and how to avoid them

It’s important to understand common investment decision-making mistakes and how you can avoid them. At the end of the day, good investment decision-making lowers your risk and improves your returns.

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Understanding The Pension Loans Scheme

The Pension Loans Scheme is a federal government initiative to help Australian retirees to supplement their income. Many Australian retirees have the bulk of their assets tied up in residential property. They are often said to be “asset rich but cash poor”.

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17 Government benefits all retirees should know about

There are specific ages when you become eligible to access a range of government financial benefits in retirement. In this eBook, we look at each of these government financial benefits, their specific eligibility requirements, and how you can claim them.

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Ten trends that will affect retirement in Australia

It seems change is the only constant in these turbulent times. Here are ten trends that will have an impact on the retirement of Australians.

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31 End of Financial Year Tax and Superannuation Tips and Strategies FY2020 – COVID Edition

The purpose of this eBook is to provide information about end of year tax and superannuation planning, with a special focus this FY2020 on COVID related issues.

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Consolidating Your Super – The Ultimate Guide (and mistakes to avoid)

The purpose of this eBook is to provide information on consolidating super. If you’ve changed jobs over the years, it’s likely that you’ll have more than one superannuation account.

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7 Things to know about SMSF Loans (plus Do’s and Don’ts)

Prior to 2007 SMSFs were not allowed to borrow for investment purposes, which meant that property investment wasn’t an option for most fund members. It is now possible for SMSFs to borrow funds under some clearly defined conditions.

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SDA Investment Insights – Specialist Disability Accommodation explained

Is Specialist Disability Accommodation really all that it seems? This eBook provides an overview of the scheme and explores not just the investment opportunity but what the potential pitfalls are.

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How To Transfer Your UK Pension (QROPS)

UK pension transfers to Australia are complicated and time-consuming. This eBook aims to help you understand the continually changing rules on UK pension schemes held by Australian expats.

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Our top rated eBook for August 2021

35 End of Financial Year Tax & Superannuation Tips & Strategies - FY2021 Edition

Discover strategies to legally minimise your tax obligations as an individual or a business as well as strategies to grow your superannuation. We also cover some tax traps and how to avoid them.

Download for Free

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