SMSF Mate

Starting an SMSF can provide you with many more ways to invest your retirement savings but how much does all this flexibility cost? There are admin costs, accounting costs, investment costs and let's not forget the cost to set up the SMSF initially. All these fees can add up quickly so there are several key factors to consider before starting an SMSF, including a minimum balance. In this episode,...

Financial advice can be worth its weight in gold but there are some important considerations for anyone to consider before engaging a financial advisor or wealth manager to look after their finances or self-managed super fund.  In this episode, Gareth, Ashwin and Sonny discuss the pros and cons of financial advice and some of the experiences that have had themselves.  Opportunity cost, o...

One of the main benefits of having an SMSF compared to a traditional super fund is the range of investments available for you to choose from within the SMSF and the flexibility that goes with it. In this episode, Gareth and Ashwin discuss important considerations when beginning to make investments in your SMSF. You can read more on the SMSF website here: https://www.smsfmate.com.au/how-to-invest-i...

It’s a critically important question and one that should consider a range of different factors: How much super do I need to retire comfortably in Australia? In this episode, Gareth and Ashwin discuss ways that they themselves are planning for retirement and the things which they consider important.  Read the full article on the SMSF Mate website here: https://www.smsfmate.com.au/how-much-supe...