The SMART Financial Planning team are dedicated to delivering more. We understand that engaging a financial planning team involves a lot of
research, understanding and trust.
That's why we are actively involved in pulling together learning resources to better equip you with the information you need to make stronger decisions.
We're big advocates on sharing our knowledge, so you don't have to be a client of SMART Financial Planning to get the benefits of our knowledge. We deliver high quality, in depth webinars, quick explainer videos and downloadable resources designed to provide you with a clearer understanding of all the components within the financial planning process. It's all about sharing and real human connection.
We often get questions from clients about what they can and cannot do in their SMSF. Often the questions relate to related party transactions – that is, interactions between the SMSF, its assets, and its members (or relatives of members). We’ve set out some of the common questions and answers.
The rollout of Covid vaccines remained the key focus worldwide. More than 30% of adults in the US have now received at least one jab, for example, and new infections are down by around 80% since the peak in January.
Changes from 1 July 2021 will impact on how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.