Saving
Operating issues associated with a SMSF
By Wealth Know How in Retirement, SMSF Saving
This video looks at some of the serious issues in operating a SMSF. There are many complicated legal and compliance matters to be considered and James Dunn provides an easy to understand overview on just what are the important matters for you to consider. You may have a lot more control over your investment strategy but it always helps to have the right expertise and advice.
Your legal obligations when running a SMSF
By Wealth Know How in Retirement, SMSF Saving
This video looks at the duties, obligations and responsibilities for running a SMSF. James Dunn will walk you through some key legal considerations to keep in mind for your SMSF and sounds a warning about the risks of not complying. He also explains how important it is to have a well-defined investment strategy that covers all the bases and must be reviewed regularly.
What is a SMSF?
By Wealth Know How in Retirement, SMSF Saving
What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life.
How long will your retirement savings last?
By Wealth Know How in Retirement, Saving
This animated video illustrates for a balance of $500,000 how long you can expect your retirement savings to last depending on how much you will spend. The assumptions behind the video is that your initial retirement saving is $500,000 the retirement savings are earning 8% p.a. and that the cost of living is running at 3% p.a. By using simple multiplication to work out how long your retirement’s savings can last based on your expected spending and savings.
Why establish a SMSF
By Wealth Know How in Retirement, SMSF Saving
"Why Establish a SMSF?". James Dunn looks at the motivations and the more important implications in moving along this path to funding your retirement. It's about taking control of your investment decisions and a lot more flexibility but is a SMSF the investment vehicle for you?