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Robina, Gold Coast

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SMSF Education

SMSF – Retirement and conditions of release

December 28, 2018 //  by Josh Mashman

When can you access super from your SMSF? This video will explain conditions of release.

SMSF – Retirement and conditions of releaseRead More

Category: SMSF Education

SMSF – Trustee declaration

December 28, 2018 //  by Josh Mashman

A trustee declaration must be completed and kept on file by SMSF trustees. Find out more about it here.

SMSF – Trustee declarationRead More

Category: SMSF Education

SMSF trustees – individual or corporate

December 28, 2018 //  by Josh Mashman

Deciding on the type of SMSF trustee is important. This video will help explain the difference between individual trustees and corporate trustees?

SMSF trustees – individual or corporateRead More

Category: SMSF Education

SMSF planning for the unexpected (relationship breakdown, incapacity, death)

December 28, 2018 //  by Josh Mashman

Life is full of surprises. Plan ahead to help your SMSF deal with unexpected issues such as a relationship breakdown, incapacity or an untimely death.

SMSF planning for the unexpected (relationship breakdown, incapacity, death)Read More

Category: SMSF Education

SMSF Investment Strategy

December 28, 2018 //  by Josh Mashman

Your SMSF’s investment strategy is the framework that guides your investment decisions. It pays to have a good investment strategy that is regularly reviewed. Watch this video to learn what factors your SMSF’s investment strategy needs to take into account.

SMSF Investment StrategyRead More

Category: SMSF Education

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Retirement Planning Partners Pty Ltd is a Corporate Authorised Representative of RPP Financial Group, Australian Financial Services Licence No. 548901 ABN 23 667 056 340
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Office Hours: 9am to 5pm, Monday to Friday.
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