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Boost super in your 40s or kiss your lifestyle goodbye

In July 2017, the government introduced new rules that make it imperative for higher income earners to pay close attention to their annual super contributions or risk retiring without enough money ...

Posted by Michael Russell

Sharing knowledge and honing skills at our 2019 adviser conference

It’s always hard to take time away from the office and our clients, but once again we were reminded of the benefits of bringing our national team together to share knowledge and hone our skills at this year’s annual adviser conference in Melbourne recently.

Posted by Lee Wapling

Election Update Series: Changes to franking credits in SMSFs proposed if Labor is elected

Proposed changes to franking credits in SMSFs are on the horizon if Labor is elected in May. There could be significant impacts for retirees with an SMSF who are wholly in the pension phase. Financial adviser, Jason Calleja, explains the potential impact and what you can do to protect your wealth if the proposed changes come into effect.

Posted by Jason Calleja

FAQs Superannuation

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  • Why shouldn't I keep managing my own money, I've done all right so far?

    Successful people are used to handling their own finances, but you may reach a point where financial management becomes too complex or time consuming and the consequences of financial mistakes far-reaching. At this stage it's wise to turn to a professional adviser who can help you build and protect wealth over the long-term.


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Videos

  • What to expect from a first meeting with an FMD adviser

    What to expect from a first meeting with an FMD adviser

    It’s hard to know what to expect from a first meeting with a financial adviser, but getting your questions answered is worth it. Clients usually say ‘We wish we’d done it sooner!  We’ll cover the cost of the first meeting, to ensure FMD and your chosen adviser is right for you (duration: 2:02)

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