Introduction to SMSFs

There are almost 600,000 self-managed super funds (SMSFs) in operation in Australia. SMSFs are not suitable for everyone. Learn about what an SMSF is, how they are regulated and becoming a trustee of your own super fund.

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Top 10 Things To Know About VicSuper

VicSuper is one of the largest public sector super funds in Australia. Many of our prospective and existing clients have VicSuper accounts. We have written this eBook for them.

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Top 18 Pros and Cons of Testamentary Trusts

A testamentary trust is one of the most effective and powerful estate planning tools available. A testamentary trust can have a wide reaching and multi-generational impact on family wealth.

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Downsizing – 13 Insights to improve your thinking on the subject

Downsizing is one of the biggest and hardest decisions you may ever make. More and more Australians will grapple with this challenge in years to come.

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Top 16 Ideas & Insights into Annuities

Many investors feel that they don’t understand annuities and find them confusing, but they can be a powerful part of a diversified portfolio.

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Top 16 Strategies and Insights to Help Your Adult Children into the Property Market

Getting into the property market is the hardest it has ever been. In this eBook you will learn the strategies to help your adult children break into the market.

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Top 10 Strategies to pay for Private School Fees

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.

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The Top 15 Pros & Cons of Defence Housing (DHA)

Defence Housing is a popular investment strategy for many Australians. We have written this eBook to help clients improve their thinking on this strategy.

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15 Tax and Investment Mistakes to Avoid for SMSF Direct Share Investors

Direct share ownership is a very popular mode of investing for SMSF trustees. That being said, there are investment and tax mistakes that are best avoided.

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How much money do I need to retire?

Everyone wants to have some idea if they are on track for a comfortable retirement or if they are not, how far off are they?

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13 Strategy Insights into Positive Cash Flow Property

Finding properties that pay for themselves is hard but not impossible. Learn the signs of a cashflow positive property.

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10 Things to Consider Before Buying an Investment Property

Find out what makes or breaks a potential investment property. Buying property can be exciting and nerve racking at the same time. It can be emotional and logical. This eBook covers those items you should consider before buying a rental property.

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Top 15 Super and Tax Strategies

Superannuation and taxation can’t be avoided in Australia. Learn strategies on how you can use these financial vices to enhance your situation.

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Tax Deductions for Property Investors

Are you paying more tax than you have to? This easy-to-understand guide outlines which costs of your investment property are deductible and which are not.

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38 Tips & Insights for First Home Buyers

Buying a home is a major investment but can return significant financial gains to kick-start your wealth-building program.

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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.

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