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  • Understanding Your Current Financial Position

    • 04/06/2018
    • Posted by: Nick Lucey
    • Category: Advice, Banking, Budgeting, Equity, Financial Planning, Forecasting, Investments, money, Mortgage Broking, Purchasing Property, Saving, Superannuation, Tips & Tricks
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    doyouunderstandyourcurrentfinancialposition

    Do You Understand Your Current Financial Position? Most people don’t review their finances until its too late – but it’s never too early to conduct a review! The more you understand your current financial position, the better choices you will make when investing your money and the better the outcomes you will get. Learn More

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  • Can You Borrow To Invest In Property Through Your SMSF?

    • 03/06/2018
    • Posted by: Nick Lucey
    • Category: Financial Planning, Investments, loans, money, Mortgage Broking, SMSF, Superannuation
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    Is It Possible To Borrow From Your SMSF To Invest? While borrowing through an SMSF to invest in property is possible, there are strict rules governing how the loan and subsequent property purchase must be structured when using borrowed money inside an SMSF. Borrowing through an SMSF to invest in property must be done under

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  • Should I pay off my mortgage or contribute more to super?

    • 16/04/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Economics, Finance & accounting, Financial Planning, Investments, loans, money, Mortgage Broking, Superannuation
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    Whether super or your home loan is the best place for any spare money you might have will depend on your age, income, interest rates, returns and your personal circumstances. Both options have pros and cons—consider how these relate to you. Reducing your mortgage Focusing on repaying your home loan will reduce your overall amount of debt,

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  • This week’s market wrap

    • 06/04/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Economics, Finance & accounting, Financial Planning, Investments, SMSF, Superannuation
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    https://www.youtube.com/user/CommSecTV  

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  • Investing in Shares

    • 05/04/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Finance & accounting, Financial Planning, Investments, Retirement, SMSF, Superannuation
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    Investing in Shares Investing in shares will make you part-owner of a business. Shares can be a sound long-term investment but are risky to use in the hope of making a quick buck. Shares may also be referred to as stocks, securities or equities. The benefits of investing in shares are: Potential capital gains from

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  • Pooled Investment Opportunities

    • 05/04/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Finance & accounting, Financial Planning, International, Investments, Retirement, SMSF, Superannuation
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    Pooled Investment Opportunities Managed Funds If you have some money to invest and would prefer a professional to make investment decisions for you, a managed fund might be for you. A managed fund is one type of ‘managed investment scheme’. In a managed fund, your money is pooled together with other investors. An investment manager

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  • What is a comparison rate?

    • 05/04/2018
    • Posted by: Nick Lucey
    • Category: Finance & accounting, Financial Planning, Investments, loans, money, Mortgage Broking
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    Comparison Rate MoneySmart defines a comparison rate as: ‘A rate that helps you work out the true cost of a loan. It includes the interest rate, and most fees and charges relating to a loan, reduced to a single percentage figure’. It can be difficult for consumers to compare home loans that have different interest

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  • Personal Injury Superannuation Contributions

    • 23/03/2018
    • Posted by: Nick Lucey
    • Category: Financial Planning, Investments, Personal Injury, Superannuation
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    How can superannuation help you tax effectively invest and receive income from a personal injury claim? This week, I’ve put together a quick guide to considerations when being paid a personal injury claim and how you can use super to make the most of your personal injury claim. You can view the attached fact sheet

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  • Is a Self Managed Super Fund (SMSF) right for me?

    • 09/03/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Finance & accounting, Financial Planning, Investments, Mortgage Broking, Retirement, SMSF, Superannuation
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    In this post, I just wanted to touch very briefly on a couple advantages and costs of running a SMSF. There is a huge amount of material available on the web, if you would like to read more, or please get in touch if you would like to discuss this with your own situation. Key

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