There are plenty of ways to get our household finances in order, save for retirement and enjoy life. While some are free, financial planning is an option that typically comes with a fee. The average cost of a financial plan is $3,300 when it’s set up, according to the Financial Advice Association Australia (FAAA). That cost rises […]
GLOBAL MARKET WRAP The S&P 500 fell 11pts yesterday to close 0.2% lower at 5,597, as index took a breather after an eight-day recovery rally. The Energy sector was the weakest performer (-2.7%). The US 10-year treasury yield fell 6bps to 3.81%, while the US Dollar contracted 0.4% $101.4410. LOCAL MARKET WRAP The ASX […]
Planning for retirement is a lifelong pursuit with profound implications for the quality of life in our later years. Two crucial aspects of this journey are SMSF (Self-Managed Super Fund) retirement planning and broader financial planning. In this blog, we will explore the SMSF retirement and financial planning process for retirees, investors, or financial planners, […]
Transitioning from the working world to retirement marks the beginning of a new chapter that demands thoughtful preparation and investment strategies tailored just for you. With Smart Financial Advisory, you’re navigating these waters with local experts who intimately understand SMSF retirement financial planning. Our extensive experience guides many Melburnians from the early phases of setting […]
Retirement is a significant milestone in life. Regardless of the age at which you decide to retire, careful planning is essential to ensure a comfortable and secure future. In Australia, where the retirement landscape is evolving, having the right retirement planning advisor by your side is crucial. Let’s explore the importance of professional guidance in […]
As a business owner or entrepreneur, you know the importance of planning and forming a strategy for long-term business success. But have you given the same level of thought to your retirement? As we enter 2024, it’s crucial to consider securing your financial future and maximising retirement. Establishing a Self-Managed Superannuation Fund (SMSF) is the […]
Selecting the right super fund is essential to streamline your finances. Your choice of super funds is vital in securing your retirement and financial stability in later years. With numerous options available, each offering unique features and benefits, making an informed decision is crucial. Let’s delve into the intricate world of superannuation and go through […]
In the dynamic landscape of Melbourne’s competitive business world, challenges are omnipresent, and Smart Financial Advisory provides end-to-end financial services for businesses of all sizes. Acknowledging entrepreneurs’ relentless efforts in building their enterprises, Smart Financial Advisory offers comprehensive financial solutions, including meticulous Business Protection Planning. Key Position Protection: Safeguarding Operational Continuity Considering the complex daily […]
As we have entered the third decade of the 21st Century, individuals and companies have several lucrative options to invest their hard-earned money. However, the brick-and-mortar investment is still considered the safest. To some extent, it’s true, as there is a never-ending rise in property prices in Australia every year. However, it’s not that easy […]
Tax planning is crucial for better financial management. Both individuals and businesses need proper tax planning in Australia to gain maximum tax benefits. Employing effective financial planning strategies can help you maximise your overall financial well-being. Here are some valuable tips for maximising tax savings in Australia. Know the Tax Laws and Regulations You can […]