Ebook

Get financially savvy with our eBook series

SMSF Trustee Series Part 3 – Contributing to Superannuation

How confident are you that you’re contributing to super correctly and within the caps?

Angel Advisory has released Part 3 of the SMSF Trustee Series: “Contributing to Superannuation.” This handbook covers the eligibility rules, contribution caps, and strategies trustees need to understand, including concessional and non concessional limits, bring-forward provisions, in specie contributions, government co-contributions, and spouse contribution offset and splitting rules.

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SMSF Trustee Series Part 2 – Trustee Responsibilities

Establishing a self-managed super fund is only step one. The ongoing trustee duties are where most compliance issues arise.

Part 2 of the SMSF Trustee Series, Trustee Responsibilities, covers the ten steps to setting up an SMSF, followed by the administrative duties trustees must maintain: signing trustee declarations, holding meetings, keeping assets separate and valued, meeting annual reporting obligations, and understanding the ATO’s penalty regime for non-compliance.

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SMSF Trustee Series Part 1 – Introduction to SMSFs

Curious about how self-managed super funds work?

Part 1 of our SMSF Trustee Series is here. It is a clear, practical introduction to SMSFs, covering how they work, their pros and cons, and what it means to take on the role of trustee.
Topics include:

• What is an SMSF (and how it differs from other super funds)
• Advantages and risks to weigh up
• Individual versus corporate trustee structures
• Trustee requirements and legal responsibilities
• Regulation of SMSFs

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How to Survive the Financial Crisis

When markets drop and the headlines get loud, what should you actually do with your money?

How to Survive the Financial Crisis is a practical handbook that walks you through five steps: knowing where you stand, reducing your debt, protecting your income, reviewing your investments and cutting spending you may not realise you have.

Inside, you’ll find simple guidance on building a three to six month cash buffer, deciding which debts to tackle first, keeping a long-term view when share prices fall, and spotting savings in everyday bills and insurance. It’s written in plain language, so you can put it to use straight away.

Ready to feel more in control of your finances? View the ebook below.

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Teacher’s Guide to Financial Planning

Are you a teacher wondering if your super is really on track for retirement?

Teaching gives you a dependable income, but that same stability can breed complacency when it comes to long term planning. Many teachers, especially those who joined the profession after the old state schemes closed, are facing a retirement gap they haven’t fully mapped out yet.

Our new ebook, “Teacher’s Guide to Financial Planning,” breaks down the unique financial position teachers are in (fixed incomes, legacy super schemes, limited scope for extra earnings) and sets out practical first steps toward financial independence: goal mapping, protecting your plan with the right insurance, and making smarter use of tools like salary sacrifice.

General information only. Speak with a financial adviser before making investment decisions.

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Ten trends that will affect retirement in Australia

Is your retirement plan built for the Australia of tomorrow, or the Australia of ten years ago?

From rising life expectancy and increasing health and aged care costs, to reduced home ownership, changes to super legislation, and shifting confidence in financial institutions, the landscape of retirement planning is changing fast.

General information only. Speak with a financial adviser before making investment decisions.

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The Ultimate Guide to Limited Recourse Borrowing Arrangements (LRBAs)

Can your self managed super fund really borrow to buy property? Under the right conditions, yes, and it’s one of the most powerful (and misunderstood) strategies available to SMSF trustees.

Our new digital handbook, “The Ultimate Guide to Limited Recourse Borrowing Arrangements (LRBAs),” breaks down how these arrangements work, from the legislation behind them to the structure, the risks, and the common mistakes trustees make.

General information only. Speak with a financial adviser before making investment decisions.

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Top 10 Strategies to Pay for Private School Fees

How much will private school really cost your family? Sydney parents can expect anywhere from $300,000 to over $500,000 per child across a schooling journey, and fees are consistently outpacing inflation.

Our latest ebook, “Top 10 Strategies to Pay for Private School Fees,” breaks down practical ways to plan ahead, including choosing the right investment vehicle, making the most of your mortgage offset, sibling discounts, and even how to secure a “last minute” place at a reduced rate.

General information only. Speak with a financial adviser before making investment decisions.

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Top 11 Family Trust Mistakes Not To Make

Thinking about setting up a family trust, or wondering if the one you already have is still working for you?

Family trusts can be a powerful tool for long term wealth creation, but they come with traps that catch even experienced investors out. Did you know trusts have a maximum lifespan (generally 80 years), that undistributed income is taxed at the top marginal rate, or that a trust held property can lose most of its land tax threshold?

General information only. Speak with a financial adviser before making investment decisions.

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Top 13 Insights for High Net Worth Clients ($5m+)

High net worth individuals ($5 million or more in investable assets) face a distinct set of financial planning challenges, separate from those encountered earlier in the wealth-building journey.

This explores the key issues that shape financial outcomes at this level, including tax planning, capital gains tax concessions, self-managed superannuation funds, business succession, asset protection and philanthropic giving.

General information only. Speak with a financial adviser before making investment decisions.

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Top 15 Super and Tax Strategies

What if your superannuation account is already holding tax savings you haven’t claimed?

Superannuation is often treated as something to think about later. In reality, it is one of the most effective tax structures available, offering opportunities through spouse contributions, salary sacrifice, catch up concessional contributions and carefully timed withdrawals.

General information only. Speak with a financial adviser before making investment decisions.

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Top 16 Ideas & Insights into Annuities

Why does nobody talk about annuities anymore? Honestly, that should worry you.

They can guarantee income for life and protect your savings from inflation, the two things keeping most retirees up at night. Our new guide covers 16 things worth knowing before you write them off.

General information only. Speak with a financial adviser before making investment decisions.

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Top 16 Strategies and Insights to Help Your Adult Children into the Property Market

Would you give your kid 5% of your net worth right now? That’s the real question behind helping with a deposit.

A new guide covering 16 strategies parents are using to help adult children into the property market, including gifting, lending structures, parental guarantees, joint borrowing, offset account strategies and the First Home Super Saver Scheme.

Every strategy carries its own tax, legal and liability considerations, which is why the right approach is rarely just one lever. It’s usually a combination, built around your family’s actual balance sheet.

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Top 18 Pros and Cons of Testamentary Trusts

What happens to your kids’ inheritance if your spouse remarries?

Nobody talks about this. Your spouse is legally free to leave everything to a new family. Your kids get nothing. And your will won’t stop it.

A testamentary trust will.

It sits inside your will and controls who gets your money, when, and how much tax they pay on it.

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Top 7 Mistakes When Choosing a Financial Planner

When did you last actually sit down and think about whether your financial adviser is the right person for your situation?
Most of us set and forget. We pick someone, trust them, and hope for the best. But not all advisers are created equal, and choosing the wrong one can have consequences that take years to show up.

We put together a free ebook called Top 7 Mistakes When Choosing a Financial Planner. It’s straightforward and practical, covering things like how the industry actually works, why “free advice” is rarely free, and what questions you should be asking before you commit to anyone.

If you’ve ever felt unsure whether you’re getting the right advice, this is for you.

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Budgeting – The Ultimate Guide

Where is your money actually going every month?

Most people think they have a budgeting problem. What they actually have is a visibility problem.

If you don’t know exactly what’s coming in and what’s going out, you’re guessing. And guessing is expensive.

We’ve got a simple budgeting guide that will change how you see your money.

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ETFs, LICs, and Unlisted Managed Funds – What’s the difference?

A lot of people are investing right now. Not many actually understand what they’re in.

ETFs, LICs and unlisted managed funds all sound similar, but they behave very differently. And those differences matter more than people think.

Different structures. Different rules. Different outcomes.

Before you put another dollar into the market, get clear on this.

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How To Find A Good (And Right) Financial Planner For You

Before you hire a financial adviser… read this.

The mistake isn’t obvious.
It shows up years later when you realise you haven’t moved forward.

This guide helps you avoid that.

Simple. Clear. Straight to the point.

Read now before you make the wrong call

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7 Steps to Financial Freedom

Most people want financial freedom. Very few have a clear plan.

That is exactly why we put together 7 Steps to Financial Freedom. It is a practical guide that covers the basics properly, from dumping bad debt to investing wisely, becoming mortgage-free, protecting your money, and planning for retirement.

No gimmicks. No shortcuts. Just simple principles done well

If you are serious about taking control of your finances, read the free ebook and start putting a structure around your money.

If you want a clearer plan and fewer money headaches, read the free guide and start with step one.

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Top 6 Things You Should Know about the Div 293 Tax

Div 293 tax catches more people than you think.

It is often labelled as a high income issue, but in reality it can show up after one strong year, a property sale, or a lump sum payment. Suddenly your super contributions are taxed more heavily and most people only realise after the ATO letter arrives.

We have put together a short, practical ebook that breaks Div 293 down in plain English. Who pays it, how it is calculated, when it applies, and what your options are when the assessment lands.

If you earn close to the threshold, or your income fluctuates, this is worth understanding before it costs you.

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Top 9 Things to Know about Salary Packaging and Mistakes to Avoid

Most people have heard of salary packaging, but not many know how to actually use it to their advantage. It can be a powerful way to save on tax and keep more of your income, but only if it’s set up the right way. Get it wrong, and you could end up paying more than you should.
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We’ve put together a simple, free guide that breaks down how salary packaging works, who it suits, and the mistakes that can trip you up. It also covers how salary sacrificing into super works and what to think about before packaging a car through your employer.
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If you want to make your income work harder for you, this guide is a great place to start.

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Understanding the Home Equity Access Scheme

Have you heard about the Home Equity Access Scheme?
It’s a government program that helps retirees use the equity in their home to increase their income in retirement, without needing to sell their property.

If most of your wealth is tied up in your home, this could be a great way to improve your cash flow and enjoy a bit more freedom in retirement.

Our latest ebook, “Understanding the Home Equity Access Scheme,” explains how it works, who it’s for, and what to think about before getting started.

Learn how your home could help fund a more comfortable retirement

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Understanding Group vs Retail Life Insurance

Most Aussies have life insurance through their super, but is it enough?

Our new ebook breaks down the difference between Group and Retail Life Insurance, how each one works, and what’s actually worth paying for.

If you’ve been thinking about how your super cover would actually protect your family if something happened to you, this one’s worth a read.
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Read the full ebook of Understanding Group vs Retail Life Insurance and get clear on which option suits you best.

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Understanding The Living Away From Home Allowance (LAFHA)

What if working away from home didn’t have to cost you a fortune?
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Accommodation, food, travel, and even just being away from your family add up fast. But there’s a way to ease the pressure.

Our new ebook breaks down the Living Away From Home Allowance (LAFHA), how it works, who can access it, and how it could potentially save you money on tax.
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If you’re on a temporary assignment, posted interstate, or working remotely, this could be worth a look.

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Your Guide to Buying Off The Plan

Thinking of buying property off the plan?
Before you sign anything, do yourself a favour and get across the key facts.

We’ve just released a new ebook titled “Your Guide to Buying Off the Plan”. It covers the pros, the cons, common traps to avoid, and what to check in your contract.

If you’re looking to buy smart and avoid future headaches, this guide is for you.

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Unlocking Homeownership – The Comprehensive Guide to the Help to Buy Scheme

Thinking homeownership is still out of reach no matter how much you save?

If you’ve heard about the Help to Buy Scheme but weren’t quite sure how it works, we’ve got something for you.

We’ve just wrapped up an ebook, Unlocking Homeownership, that unpacks how this shared equity model works, what the benefits are, and what you need to watch out for.

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Your Guide to SMSF Property Loans

Buying property through your super can be one of the smartest ways to build wealth for retirement – if you get it right.

We’ve put together a straightforward, practical eBook that walks you through the entire process of SMSF property investing. From setting up the right structure to navigating limited recourse borrowing arrangements, this guide is designed to help you avoid costly mistakes and move forward with confidence.
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This is a must-read for anyone looking to take control of their retirement strategy and explore property as part of their superannuation plan.

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How to buy commercial property in an SMSF?

Are you looking to supercharge your retirement savings? Our latest eBook dives deep into the world of Self-Managed Super Funds (SMSFs) and how investing in commercial property can be a game-changer. With recent changes allowing SMSFs to borrow funds for property investments, there’s never been a better time to explore this lucrative opportunity.

Our latest eBook dives into the essentials of leveraging commercial property investments within SMSFs- covering everything from “Why do it?” to “How to go about it?” Discover why commercial property, with its stable income stream and favorable tax conditions, might be the ideal addition to your retirement portfolio.

Ready to take control of your retirement portfolio? Read our eBook now and start your journey toward financial freedom today!

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Property Research Secrets

Unlock the secrets to successful property investing! Knowledge is power, especially when it comes to real estate success! Whether you’re eyeing a long-term asset or quick gains, start by identifying your “why” and outlining clear investment goals.

Dive into market research or consult with an expert if you’re short on time. Dig deep into local infrastructure projects, economic trends, and community developments – they all play a vital role in shaping property values.

Don’t forget to physically inspect potential investments and reach out to local agents for the inside scoop. It’s all about maximizing your prospects and minimizing risks!

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SDA Investment Insights – Specialist Disability Accommodation explained

Thinking about a new investment opportunity with a meaningful impact? The SDA Scheme might be the golden opportunity you’ve been looking for!

The SDA Scheme could be just what you’re looking for. This Australian government initiative not only addresses the under-supply of suitable housing for over 12,000 NDIS participants but also offers investors the chance to earn up to 16% gross rental yields per annum. Imagine making a difference in someone’s life while securing above-market returns.

Get involved in this rewarding investment journey and make a difference today!

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Understanding Aged Care In Australia

Did you know that by 2037, 20% of Australians will be over the age of 65? That’s 6.5 million people who may require aged care.

With so many options, like residential care or care at home, it’s important to figure out what works best for you.

Our latest eBook breaks down everything you need to know, including deposit costs, daily fees, tips on managing these expenses, and an FAQ section to simplify the process.

Take the stress out of planning and make confident choices for your future.

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Renting Out Your Family Home: Implications for When You Move into Aged Care

Moving into aged care is a significant life change for many Australians, often loaded with precious memories tied to the family home. But what do you do with the house? Deciding to rent it out or to sell is more than just a financial decision—it can deeply affect your eligibility for aged care and social security benefits.

Our eBook explores the pros and cons of each option so you can make an informed decision that’s right for your family. Think about rental income helping with aged care fees, but also consider how it might impact your pension. ????

If you or your adult children are navigating this journey, it’s a must-read! Click the link below.

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How much money do I need to retire?

Figuring out how much you need to retire can feel like asking, “How long is a piece of string?” It’s a big, personal question with no one-size-fits-all answer! Our new guide dives deep into this important topic, helping you assess your own financial needs for retirement.

Start with popular formulas and rules of thumb, but don’t stop there. Look at your unique circumstances and expectations, and plan for a future that fits your personal goals. Life expectancy, property costs, and retirement lifestyle are all factors that need your careful consideration.

If you’re beginning to think about your retirement financial freedom, take a moment to check out our updated guide. It’s never too early or too late to start planning!

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Top 21 Insights Into Negative Gearing plus Mistakes to Avoid

Are you considering investing in property but feeling uncertain about where to start? Negative gearing is a widely discussed strategy in Australian property investment, and understanding its implications is key to making informed decisions.

In essence, negative gearing involves borrowing funds to purchase an asset, such as property, with the expectation that its value will appreciate over time. While this approach can potentially lead to significant long-term capital growth, it also comes with increased risk and potential short-term losses.
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​Check out our eBook, “Top 21 Insights into Negative Gearing plus Mistakes to Avoid,” and learn how to navigate the complexities of property investment with confidence.

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Renting vs Buying – Which is better in the long run?

Buying or renting a home? It’s one of the most debated questions in the realm of personal finance and emotional fulfillment. Often, the conversation goes beyond numbers to touch the very heart of our dreams and desires. Want to delve into the advantages and disadvantages of both options from a fresh perspective?

Our latest eBook explores not just the financial implications but also the emotional factors that make this decision so intricate. Whether you’re someone who craves the stability of homeownership or prefers the flexibility of renting, this guide provides comprehensive insights to help you make a well-rounded choice.

Invest in your future wisely! Read our Ebook today and get comprehensive insights on owning vs. renting.

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Guide to Refinancing

Considering refinancing your mortgage? You won’t believe the potential savings! If your mortgage is your biggest financial responsibility, refinancing could be the key to unlocking significant savings. Imagine cutting your interest rate from 6% to 5% on a $500,000 mortgage – right there, you’d save $5,000 a year!

Our new E-book, Guide to Refinancing, covers everything you need to know from understanding when it’s worth making a move to the potential pitfalls. Whether you’re looking to lower your payments, tap into your home’s value, or gain more flexibility with your loan, we’ve got you covered.
Don’t miss out on this opportunity. Read it today and get started on the path to smarter financial decisions!

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How many properties do I need to retire?

Have you wonder how many properties you need to retire? ???? The answer can be as unique as your situation! Many dream of kicking back and letting property income fund their lush retirements. No more daily grind, just pure financial freedom!

Our eBook dives deep, answering the key question, “How many properties does it take to retire?” We’ll guide you with essential strategies for long-term investing, emphasize the importance of a solid financial plan, and the benefits of seeking advice from a competent financial adviser.

Say goodbye to those “get rich quick” schemes and hello to a reliable, well-thought-out property investment strategy! Click the button below to get your hands on the ultimate guide to property-based financial independence.

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Rentvesting: Your guide to why, when, where and how

Looking to break into the property market but not ready to give up your dream lifestyle? Enter Rentvesting! Rentvesting allows you to rent where you love and invest where you can afford, giving you the best of both worlds. Imagine living in your favorite urban hotspot while owning an investment property that pays you rent.
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Sound intriguing? Our new eBook dives deep into Rentvesting, explaining the ins and outs of this rising trend. Why choose between buying or renting when you can do both? Learn the strategy, weigh the pros and cons, and see why Rentvesting might be the perfect financial move for you. Don’t miss out on this game-changing opportunity!

Read it now and take your first step toward smarter living!

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Property vs Shares: A new guide to an old question

Ever found yourself pondering whether to invest in property or shares? You’re not alone! This age-old debate continues because it’s a tough nut to crack. Each option has its historical returns, risk levels, and unique benefits. So, how do you decide what’s best for you?

Our comprehensive guide delves deep into this question, considering aspects like fees, taxes, borrowing, and risk tolerance. Remember, investment decisions shouldn’t be made lightly. Professional advice is essential to tailor strategies that suit your personal circumstances.

Why guess, when you can be informed? Gain insights now and make the best investment choice tailored to your circumstances.

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Financial Planning & Superannuation for Women

Have you ever wondered why women have unique challenges in achieving financial security? While women share the same desires as men, they often face complicated and obstacle-laden routes in their financial journey.

Introducing our comprehensive eBook that addresses women’s specific financial needs and aspirations. Gain valuable insights into managing your ‘financial life’ and learn how to navigate common challenges such as the ‘Gender Pay Gap’, savings and investments, budgeting, bereavement and divorce, superannuation, insurance, and retirement planning.
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​Read our eBook and equip yourself with the knowledge and tools to achieve lasting financial security.

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Financial Planning for Surgeons

Ready to secure your long-term financial future as a professional surgeon?
If so, we have a resource that was specifically designed with you in mind. Our ebook, “Financial Planning for Surgeons,” addresses the typical financial challenges faced by surgeons and provides practical suggestions on how to make your money work for you both now and when your medical career is over.
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Think about being able to confidently navigate financial issues such as budgeting, preparing for emergencies, savings and investments, tax issues, and retirement planning. With the knowledge and guidance provided in our ebook, you can take control of your finances and build a prosperous future for yourself and your loved ones.

Read “Financial Planning for Surgeons” and gain access to expert knowledge tailored to your profession.

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Financial Planning for Australian Pilots

Are you an Australian pilot who has struggled to find financial advice that applies to your unique circumstances?

Most financial advice out there simply doesn’t apply to pilots like you. But we’ve created something specifically tailored to your needs.
In our ebook, we cover a range of topics tailored to your situation. You’ll learn about budgeting, preparing for emergencies, savings and investments, and even tax issues. Our goal is to provide you with practical suggestions and expert insights that will make your money work for you both now and after your flying career.
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​Don’t miss out on this valuable resource designed exclusively for Australian pilots.

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Financial planning for professional Australian sportspeople

Are you a professional athlete in Australia? If so, listen up! Your financial future may be at risk if you don’t have a solid plan in place.
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As an athlete, it’s no secret that your financial situation is unique. Whether you’re struggling to make ends meet or earning a substantial income, financial planning is crucial for your long-term security. Our eBook is specifically tailored to address the financial needs and challenges faced by professional athletes like you. Imagine having a reliable resource that guides you through the financial obstacles you may encounter as a professional athlete.
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Don’t leave your financial well-being to chance. Take the first step towards securing your long-term financial future by reading our eBook today.

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Financial Planning and Superannuation for Same Sex Couples

Are you a same-sex couple looking to secure your financial future? Introducing our comprehensive E-book, “Financial Planning and Superannuation for Same-Sex Couples.”

In this informative guide, you’ll learn about defining relationship status, navigating the complexities of children in same-sex couples, understanding tax implications, accessing Medicare and Social Security benefits, and planning for aging care. We also explore the crucial topic of relationship breakdown and its impact on Superannuation.
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We encourage you to continue your exploration by taking advantage of other resources and E-books available.

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Your Guide to Establishing and Operating an SMSF

Are you interested in taking control of your retirement savings?
Look no further! In this comprehensive E-book, we will be your ultimate guide to establishing and operating a Self-Managed Superannuation Fund (SMSF).
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Whether you’re an experienced investor or embarking on your path to financial independence, this E-book is a must-read for anyone looking to take charge of their retirement savings.
Take control of your financial future by gaining expert knowledge on SMSFs and consult with our friendly Financial Advisors at Angel Advisory for personalized advice.

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Understanding how Exchange Traded Funds work

Are you curious about Exchange Traded Funds (ETFs) and how they work?
Learn everything you need to know about Exchange Traded Funds in our comprehensive E-book.

With our guide, you’ll understand the different types of assets you can invest in, the advantages and disadvantages of ETFs, and how to choose the right one for you.

Start your journey to financial success by reading our free E-book today!

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Divorce & Separation: A Financial Guide

Get the financial guidance you need during divorce and separation!
Discover the key factors that contribute to marriage breakdown and understand the gender differences in separation. Learn how to navigate the complexities of money and divorce, protect your assets, and plan for a secure financial future.

Read the E-Book below and gain the confidence to make informed financial decisions during this challenging time.

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Financial Health Check – 14 Questions You Should Ask Yourself

Are you financially healthy?
This E-book is your ultimate resource, providing you with the knowledge and tools to assess your financial health.
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​Click the link below to explore the ‘Financial Health Check – 14 Questions You Should Ask Yourself’ E-book and begin your path towards financial success with Angel Advisory.

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Downsizing – 13 insights to Improve Your Thinking on the Subject

Ready to turn the page on a new chapter of your life?
Downsizing isn’t just about saying goodbye to the family homestead; it’s an exhilarating step on the retirement adventure!
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Enlightening topics include dissecting the Age Pension implications, understanding the true essence of “downsizing,” optimal timing strategies, and the sequence of steps to maximize your monetary outcome.
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Dive into our Ebook today to redefine the way you think about downsizing, and consult with a friendly Financial Advisor at Angel Advisory for personalized guidance.

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Doctor’s Guide to Financial Advice
Attention doctors!

Are you struggling to catch up financially after years of study and establishing your practice?
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Introducing “Doctor’s Guide to Financial Advice” eBook, where you’ll learn about the four ages of doctoring and how to achieve wealth creation.
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Learn about the four stages of doctoring and how to catch up with the wealthy fat cats who avoided years of studying. Discover the six essential concepts of wealth creation and how they can benefit your financial future.

Commit to your financial goals and start your journey to financial freedom with Angel Advisory.

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Contributing to Superannuation

Secure your financial future with the help of superannuation!

Knowing the eligibility criteria, the contribution types, and the contribution limits help you make the best decision when contributing to your super. Maximize your superannuation balance with non-concessional contributions, concessional contributions, in-specie contributions, co-contributions, and spouse contributions offset.

Start your superannuation journey today and start making contributions.

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23 Transition to Retirement Strategy Insights

Are you looking to plan for your retirement?

Get 23 Transition to Retirement Strategy Insights to make informed decisions about the transition to retirement options available to you. Gain access to expert advice, case studies, and tools to help understand how your transition to retirement strategy will impact your financial future.

Find out more about this strategy today and discover how to make the most of it.

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Consolidating Your Super – The Ultimate Guide (and mistakes to avoid)

Ready to consolidate your super? Here’s the ultimate guide for a hassle-free consolidation journey!

With this guide, you’ll know the steps and mistakes to avoid when consolidating your super. Take control of your super funds and make sure you’re getting the most out of your money.

Start consolidating your super today!

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19 Facts & Insights for Dealing with Redundancy

Are you looking for insights on how to deal with redundancy?

Check out our top 19 Facts & Insights for Dealing with Redundancy.

Get the inside knowledge on how to turn your redundancy into an opportunity.

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7 Things to Know About SMSF Loans (Do’s and Don’ts)

Do you know the do’s and don’ts of SMSF Loans?

Make sure you are setting up the correct SMSF structure, and familiarize yourself with the common mistakes when applying for an SMSF Property loan. Understand the tax office safe harbours for related parties SMSF Limited Recourse Borrowing to make sure you make the most out of your investment.

Learn the 7 Things to Know About SMSF Loans today!

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7 Insurance Strategies to Manage Risk

Want to learn how to manage risk with insurance?

Check out our 7 Insurance Strategies to Manage Risk – from the basics, to what to look for in an insurer, to asking the right questions. Get the peace of mind that comes with protecting yourself and your business from the financial impact of nasty shocks, major life events, and legal issues.

Learn more about the different insurance strategies and start protecting yourself today.

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Buying Property with Super – The Pros & Cons

Considering buying property with your Super? Read this Ebook for the Pros and Cons!

Discover the advantages of SMSFs, including income tax savings, gearing benefits, and asset protection. Learn about the potential pitfalls and risks to avoid.

Make informed decisions and maximize the benefits of buying property with your super. Ensure you have a solid investment strategy and understand all the legal and financial requirements.

Get the best possible advice and plan for a secure future.

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38 Tips & Insights for First Home Buyers

Ready to make the leap into property ownership?

Explore 38 tips and insights to help you save for your deposit, budget for your home loan, and make the right decision when purchasing your first home.

With the right advice and the right mortgage broker, you could be settling into your first home in no time.

Get started today and make your dreams of owning a home a reality!

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7 Insights to Avoid a Ruined Retirement

Are you ready for retirement?

Get all the insights you need to avoid a ruined retirement.

From volatility in the share market to the impact of inflation, find out how to get the most out of your retirement investments.

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15 Tax and Investment Mistakes to Avoid for SMSF Direct Share Investors

Are you an SMSF Direct Share Investor?

Make sure you avoid costly tax and investment mistakes by staying on top of your financial planning.

Here is list of the top fifteen tax and investment mistakes to avoid for better financial planning.

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13 Strategy Insights into Positive Cash Flow Property

Are you ready to delve into the world of positive cash flow property?

Here are some of the things that you will have to consider to get ready to experience the power of positive cash flow.

Read the eBook to find out more!

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10 Steps To Managing Inheritance And New Wealth

Are you ready to manage your new wealth and inheritance but don’t know where to start?

Check out the 10-step guide to financial planning and get a head start on your journey to success!

Read the eBook to find out more!

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16 Government Benefits All Retirees Should Know About

Are you a retiree in Australia?

Make sure to take advantage of the government benefits available to you!

We’ve rounded up a list of the top sixteen financial benefits all retirees should know about. Check it out and start planning for your financial future today!

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13 Decision-making Mistakes that Investors Make and How to Avoid Them

Have you ever made a bad investment decision?

Here are 13 common mistakes and how to avoid them.

Read the eBook to find out more!

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10 Things to Consider Before Buying an Investment Property

Considering buying an investment property

Here are 10 things to consider.

Read the eBook to find out more!

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10 Points to Consider When Selling Your Business

Considering selling your business?

Here are 10 things to consider.

Read the eBook to find out more!

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