Retirement Planning Partners Financial Services
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.
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
When can you access super from your SMSF? This video will explain conditions of release.
A trustee declaration must be completed and kept on file by SMSF trustees. Find out more about it here.
Deciding on the type of SMSF trustee is important. This video will help explain the difference between individual trustees and corporate trustees?
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