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Stay a Step Ahead

Last month we shone a light on the most common mistakes people make when setting up a SMSF and this month we have outlined the biggest positives.

SMSF’s can be the best solution to meet your retirement goals and if you have ever considered whether one is appropriate for you and your family or for your business, then please feel free to contact us.

Also, did you know that your adult kids might have to pay a lot of tax if you leave them your superannuation & insurance proceeds?

Our second article today explores this and provides some clarity around who constitutes a financial dependent so there should be no tax consequences.

Finally we would like to congratulate our Managing Director, James McFall for reaching a state finalist shortlist for the Association of Financial Advisers (AFA) Excellence in Education Award.

The AFA awards are amongst the most prestigious in financial planning and it is an excellent achievement to be acknowledged in this way.

From all of us at Yield, we hope you enjoy this month’s newsletter.

Why a SMSF could be the perfect solution

In our last newsletter we outlined some of the most significant ‘cons’ of setting up a SMSF. While it is wise to be considerate of the reasons why a SMSF may not work for you, there are also several reasons why a SMSF could be a perfect solution.

>>> Read more

Did you know…

…that your adult kids might have to pay a lot of tax if you leave them your superannuation & insurance proceeds?

This can be a particular issue where you:

  • Are splitting your assets amongst your children – for instance you leave the house to one child, and your super to another; and/or
  • You have some children that are dependents and some that are not!

Property Planning Australia Financial Planning has been rebranded

As announced by Property Planning Australia on Friday 01 May, we have rebranded Property Planning Australia Financial Planning to Yield Financial Planning.

>>> Read more
Read our blog for more thoughts and insights


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info@yieldfp.com.au






© Yield Financial Planning *|CURRENT_YEAR|*, All rights reserved. Yield Financial Planning ABN 93 378 061 533.
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The information provided is general in nature and should not be relied upon before making a decision to invest, or not invest, in a financial product.

Yield Financial Planning, Ground Floor, 123 Camberwell Road, Hawthorn East VIC 3123.

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About Yield - Financial Planner Melbourne

Who we serve – We help time poor professionals and business owners who intuitively know they should be doing more to improve their financial position and are seeking an expert to guide them on financial planning strategies. Our clients want personalised financial planning advice and to feel empowered and confident that they can achieve a secure transition to retirement.

What we do – We gain a deep understanding of your current financial position and preferences, what you value and want to achieve. We then help you develop a highly personalised financial plan, to show you how to make your money work harder for you. Ongoing we regularly monitor and measure progress against your plan projections, to show you how you’re tracking and help you manage change to your advantage.

How we do it – We apply our proven expertise in investment markets (Shares & Property), Tax and Debt structuring, Retirement Planning, Risk management and Estate planning, to help you reorganise the way you use your money to achieve your desired outcomes.