Blog

Are you looking for help managing your SMSF?

Being the trustee of a self-managed super fund can be a challenging task at times, and most people need help at certain stages when running a SMSF, particularly when a decision, or strategy, requires financial advice.

There Is No Such Thing As A Crystal Ball For Financial Markets

‘Investors are bracing for another year of event-driven volatility on the Australian share market, against a backdrop of subdued growth and earnings’. That was the warning of a local newspaper as the 2016/17 financial year began. So how did that turn out?¹

Introducing The Your Family CFO Second Opinion Service

Do you have a current financial plan, but seek reassurance you are on the right track?

Are you concerned your financial plan has not been updated for recent legislative changes?

Do you understand the total cost of managing your financial affairs?

A reminder on email safety

The internet and email have changed the way we communicate over the last 20-25 years. While email may seem a little old hat these days with various social media tools emerging as ways to stay in touch, it’s still the major official point of contact between businesses and their clients or consumers. Having good email safety practices is still an important part in ensuring your sensitive data is not unwittingly falling into the wrong hands, or worse, causing damage to your computer via viruses or malware.

What is your definition of a ‘comfortable’ retirement?

One of the first things a financial planner will ask prospective clients is how much money they think they will need to fund their lifestyle throughout retirement. Most people find this difficult to quantify and will answer saying that they would like a ‘comfortable’ retirement.

What Is Your Personal Definition of Success?

I recently read an article by NAB about the changing measures of SUCCESS in Australia. It stated that “Australians are no longer measuring success by money, property or a well paid job. Overwhelmingly, being happy, having good family relationships, and personal wellbeing are the barometers of success in Australia”.

A step forward for the financial planning profession

Last Thursday was a historic moment for the financial planning profession. In a step forward for the financial planning industry, new legislation has been passed to improve the quality of the profession.

Your Family CFO

The Your Family CFO website is now live.

We look forward to providing you with useful information and regular updates over time.