Stay a Step Ahead!

Welcome to your February edition of Step Ahead.

Over the Christmas break, I was enjoying some time down on the coast with my family and was looking at the real estate on sale in the area. As you’d probably imagine I wasn’t alone!

It can be a wonderful lifestyle choice, but does it mix with investment aspirations? In one of our feature articles today, we outline 7 reasons it usually doesn’t.

Keeping on the property theme, our second article details the simple secret we’ve observed to property investing success.

Finally, with the superannuation pie in Australia growing and costs for super coming down, we explore if Self Managed Super (SMSF) are a good idea.

As always we welcome your questions or feedback and will look forward to seeing many of you throughout the year.

Have a wonderful day.

James and the team at Yield

Words of wisdom

7 reasons holiday homes usually don’t make the best investment properties

It’s often while we’re on holiday that the thought of owning a holiday home starts to seem like a good idea.

Explore 7 reasons why you might want to re-think the idea, or at least understand how you could manage the potential pitfalls that come with buying and owning a holiday home.
 
Read More

When it comes to investment property – 1 or 2 will normally do

Often owning just one or two good quality properties long term can produce better outcomes than chasing short term gains by ‘flipping’ properties.

Yield Financial Planning Managing Director James McFall looks at why holding good quality property for the long term could prove a better wealth creation strategy for your future.

Read More

Are SMSFs a good idea?

Click here to learn more about this hot topic and how an SMSF could benefit you.

Appreciation from our clients

Get social with Yield Financial Planning and join us on Facebook, Twitter and Linkedin

Join us on social media to receive a selection of curated news and education that will help you in your financial decision making. Our posts are chosen to inform, educate, entertain and include a selection of content we identify in the mainstream media we think our audience will benefit from and our own news and views.

While the Information Age we live in is a wonderful and powerful benefit to us all in our decision making, it also leads to an enormous amount of noise and our social media is designed to cut through this for our audience.

Join us today on your preferred platform and enjoy the benefits.

About Yield Financial Planning

Our team at Yield Financial Planning has had decades of experience simplifying the task of planning our clients’ financial future. We build lasting relationships with our clients, with honesty and integrity at the forefront of all advice we provide.

Our staff have various qualifications collectively including Degrees, Masters, Advanced Diplomas and CFP status and we share knowledge regularly at our fortnightly team meeting and day to day. We also undergo continuous professional education and development to ensure we are always providing you with the highest quality and up to date advice you would expect.

We engage in team building exercises and social events, in order to build relationships with one another, as we believe a team with supportive personal relationships communicate better and in turn work more effectively together.

If you choose to engage with us, you will find that each of our supportive team members has the knowledge and expertise to guide you towards the outcomes that can provide you with peace of mind, clarity and optimism about your future.