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9am to 5pm, Monday to Friday

Robina, Gold Coast

Retirement Planning Partners

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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

SMSF loans and early access

December 28, 2018 //  by Josh Mashman

Some people mistakenly think that an SMSF can provide them with a loan or they can access their super whenever they like. This is not the case! Watch this video for more information.

SMSF loans and early accessRead More

Category: SMSF Education

SMSF – You can’t do it all yourself

December 28, 2018 //  by Josh Mashman

SMSFs are often called do-it-yourself funds or DIY super — but that isn’t really the case! Meet the people who you will have to work with or who can help you meet your obligations as an SMSF trustee.

SMSF – You can’t do it all yourselfRead More

Category: SMSF Education

What’s involved with an SMSF

December 28, 2018 //  by Josh Mashman

Watch the ATO video to learn more about the basics of self-managed super.

What’s involved with an SMSFRead More

Category: SMSF Education

SMSF annual obligations

December 28, 2018 //  by Josh Mashman

Find out what is required for your SMSF each year to keep the ATO off your back.

SMSF annual obligationsRead 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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