Sydney Financial Planners

Buying a home is one of the biggest financial decisions you can make.  But when you’re in the market for a new home, how do you know whether you’ve found ‘the one’?  Ensuring that you make the right decision when buying a home is an important decision both emotionally and financially.  Given the financial and [...]

New Draft Ruling for SMSF Held Assets -When is a Repair not a Repair? There has always been a lot of debate about whether superannuation funds could make ‘repairs’ or ‘improvements’ to a property acquired under a borrowing arrangement.  Thankfully, the ATO recently released the Draft Self Managed Superannuation Funds Ruling (SMSFR 2011/D1) which seeks [...]

Many Australians travel overseas at some point in their careers with popular destinations being the UK, USA, Dubai, and Asia.  But when you’re reading to move back home to Australia, it can be difficult to know how to best manage your finances. What should you do with the retirement savings you’ve accumulated overseas? What about [...]

Free ebook about buying property in superannuation. Explains the basics of boosting your retirement savings with property.

Australia’s love affair with property makes it seem as though half of Australia is saving for a deposit on a house whilst the other half are trying to pay off their mortgage! If you have a mortgage though, there are some tax effective strategies that you might want to discuss with us that can help [...]

In some parts of the US, interest repayments for homeowners (not investors) are tax deductible.  This gives people who own their own homes some ammunition in the supply and demand housing battle against investors.  In Australia of course, our tax laws are the exact opposite.  Only investors are eligible to claim the interest on their [...]

With the dismal performance of many superannuation funds over the past 18 months, many Australians are looking at new ways to have greater control over their savings for retirement.  Combining this discontentment with super fund performance with the Australian love affair with property has created the new buzz in saving for retirement – buying property [...]