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All posts tagged Financial Knowledge Centre

Introducing our new Financial Knowledge Centre – for DIY Research


At SMSF Coach and our Financial Planning arm Verante, we believe in your financial wellbeing and improving your understanding of financial concepts.

We understand that the financial industry is full of jargon and concepts that can be difficult for people to get their head around or remember.

So to learn more about money and finance, our Financial Knowledge Centre is a great place to start.

It contains a huge library of articles, life events, videos, quiz’s and calculators, so that you can learn about managing money while having a bit of fun at the same time.

The best part of all is that you work at your own pace and we offer a free trial to one and all but it will always be free to our clients as part of our advice service.

website-preview

Watch this short video which explains what is available in this vast knowledge base.

Visit The Financial Knowledge Centre and try it out FREE for a month

No Credit Card required. 

It includes a whole module on SMSF education and

Self-Managed Super Funds section includes:

– SMSF Overview
What is an SMSF?
+ The Decision Making Process
+ The Costs of running an SMSF
+ Setting up an SMSF
+ Appointing trustees
+ Individual Trustee vs. Corporate Trustee
+ Ongoing Administration
+ Accepting Rollovers and Contributions
+ Investment decisions and rules
+ Insurance Considerations
+ Tax Considerations for SMSFs
+ Paying Benefits from an SMSF
+ Death of an SMSF member
+ Estate Planning
+ Getting more help
+ Closing a SMSF
+ Federal Budget 2017/18 Proposals
+ SMSF Summary

Try it today.

Liam Shorte B.Bus SSA™ AFP

Financial Planner & SMSF Specialist Advisor™

SMSF Specialist Adviser 

 Follow SMSFCoach on Twitter Liam Shorte on Linkedin NextGen Wealth on Facebook   

Verante Financial Planning

Tel: 02 98941844, Mobile: 0413 936 299

PO Box 6002 BHBC, Baulkham Hills NSW 2153

5/15 Terminus St. Castle Hill NSW 2154

Corporate Authorised Representative of Viridian Select Pty Ltd ABN 41 621 447 345, AFSL 51572

This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.

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by SMSF Coach - Liam Shorte on January 18, 2018  •  Permalink
Posted in education, Financial Planning, Insurance Strategies, News & Stats, Retirement Planning, SMSF Management
Tagged Account Based Pension, Age Pension, Alzheimer's, assets test, Baulkham Hills, budget, Castle Hill, Cost of Living, dementia, DIY Research, DIY Super, Dural, Enduring Power of Attorney, EPoA, Estate Planning, Financial Knowledge Centre, Hawkesbury, Incapacity, income planning, Interest Rates, Investment, Investment Strategy, pension phase, Pension Strategies, Pensions, powers of attorney, property, reset pensions, Retire, Retirement, Retirement Planning, Self Managed Superannuation Fund, SMSF, Tax Free Pensions, Tax Planning, tbar, TBAR reporting, Transfer Balance Account Report, Transition, Transition to Retirement

Posted by SMSF Coach - Liam Shorte on January 18, 2018

https://smsfcoach.com.au/2018/01/18/introducing-our-new-financial-knowledge-centre-for-diy-research/

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