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Archive for September, 2012


Aged Care Financial Planning Expertise

Posted on September 27th, 2012 · Posted in Aged Care, Financial Planning

Having been a member of the financial and risk committee, an Independent Director of a not-for-profit Aged Care Facility (www.bethsalemcare.com.au) and the Chairman of the Greenbriars Retirement Village I offer.. read more


Sub-Division – Final Draft

Posted on September 26th, 2012 · Posted in General, SMSF, Sub-Division

The Forestville project remains on track with the finalization and submission of the final draft. The drafting component is necessary to provide to the Council (having varied the floorplan from the original approval).. read more

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September Economic Update – Why rates Will drop

Posted on September 14th, 2012 · Posted in General

Every cloud has a silver lining they say.  Who say?  Well, one third of Australians that have home loans would welcome a 0.50% reduction off their mortgage rates in time.. read more


First Home Buyer News – September 2012

Posted on September 12th, 2012 · Posted in First Home Buyers, General

Another young couple has taken advantage of finance wise advice and saved over $24,000 in mortgage insurance and additional interest costs.  In addition, finance wise negotiated a significant interest rate.. read more

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Breast Cancer

Posted on September 11th, 2012 · Posted in Family Risk Protection, General, IP for Medical Practitioners, Trauma

One of the major causes of claims for Trauma Insurance is Breast Cancer.  At some point in time everyone has a family member or friend that has been diagnosed with.. read more

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New Compliance Requirements for SMSF Trustees

Posted on September 10th, 2012 · Posted in Financial Planning, General, SMSF

Another week another job for SMSF trustees.  From August 7th 2012 trustees will be required to: Regularly review the SMSF’s strategy; Consider whether the fund should hold insurance (i.e Life,.. read more

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Sub-Division and Construction Finance

Posted on September 6th, 2012 · Posted in General, Sub-Division

On Thursday September 6th I executed a contract to jointly purchase a vacant allotment in Forestville – some 3 kilometres from the Adelaide GPO. I have assisted clients with funding.. read more