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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
No CommentsDo 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
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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Personal Injury Superannuation Contributions
- 23/03/2018
- Posted by: Nick Lucey
- Category: Financial Planning, Investments, Personal Injury, Superannuation
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
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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What Is An Annuity And Why Should I Care?
- 19/01/2018
- Posted by: Nick Lucey
- Category: Centrelink, Investments, Retirement
Hi Everyone, In this blog, I just wanted to give a brief introduction to annuities and provide a couple examples how they work. To see the examples, please click below to open the PDF. What is an annuity? An annuity is an investment that pays you a guaranteed income for a period of time, which