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Resources - Financial Planning

Please select from our Financial Planning resources below.

  • Tips and traps of borrowing in Self Managed Super Funds
  • SMSF investment strategy guidelines
  • Death benefits may be taxing on your beneficiaries
  • Beware your superannuation contributions don't already exceed the cap
  • Reap the benefits of a Trust Deed review
  • Don't get caught out, make sure it's a complying SMSF
  • Why Choose Self Managed Super?
  • Self Managed Superannuation Funds rules and responsibilities
  • Borrowing in Super
  • Self Managed Superannuation Fund FAQs
  • Superannuation guarantee checklist for employers
  • Additional superannuation reporting requirements for employers
  • New income tests affecting superannuation concession entitlements
  • Reduction in minimum pension payments extended for the 2009-2010 year
  • A deductible boost to super savings
  • Alternatives to bank borrowing for super
  • Changes to income definition for Commonwealth Seniors Health Card
  • Seniors Supplement
  • The Essentials of Business Buy / Sell Agreements

Strategic Wealth Management Solutions Pty Ltd ABN 49 110 172 097
Authorised Representative of Godfrey Pembroke Limited ABN 23 002 336 254
Australian Financial Services Licensee
Registered Office: 105-153 Miller Street North Sydney NSW 2060

Godfrey Pembroke is not responsible for the non-financial planning services provided by MPR Accounting Group.

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Level 19, HWT Tower
40 City Rd, Southbank, VIC 3006

 

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