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Stay up to date with a range of financial information videos and podcasts. 

All of the website content is for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information from this website, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.

MoneySmart Budget planner

March 8, 2019 //  by Josh Mashman

Budget planner icon

A basic part of any financial plan is having enough income to meet your expenses. Unfortunately for many people they are in the dark when it comes to how much they need to live. Do yourself a favour and spend a few minutes using the ASIC money smart budget planner to get a picture of your income and expenses using the link below:

https://www.moneysmart.gov.au/tools-and-resources/calculators-and-apps/budget-planner

MoneySmart Budget plannerRead More

Category: Financial Planning

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

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Education Library

  • MoneySmart Budget planner
  • SMSF – Retirement and conditions of release
  • SMSF – Trustee declaration
  • SMSF trustees – individual or corporate
  • SMSF planning for the unexpected (relationship breakdown, incapacity, death)
  • SMSF Investment Strategy
  • SMSF loans and early access
  • SMSF – You can’t do it all yourself
  • What’s involved with an SMSF
  • SMSF annual obligations

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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
Suite 6, 26-28 Commerce Drive, Robina, QLD, 4226.
Office Hours: 9am to 5pm, Monday to Friday.
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