COVID-19 has changed the way we think, the way we spend and save and the way we view our lives as a whole.
Over the past 6 months, we have had many clients asking us about SMSF and investing. With the huge impact of Coronavirus on financial markets, it is concerning that many individuals do not have a clear and tailored investment or retirement strategy.
Whether an SMSF is right for you will depend on a range of variables, including:
Hosted by Shannon and Bianca, this webinar covers the most common investment and retirement question that we hear; "Is an SMSF right for me?"
Having an Estate Briefing Paper prepared by strategic tax advisors means that we can guide the structure of your Estate Plan to ensure your assets will be managed and transferred to your beneficiaries in the most financially efficient and tax effective way.
The tax impacts you need to know with divorce and relationship breakdowns including some of the areas that may impact you and where you may need assistance for your SMSF, Trusts and Estate Planning.