One Simple Will, one massive loss – don’t let this happen to you
We think of our Estate Planning services as ‘insurance for your family’ so when the time comes, your hard earned goes to the people you want so they’re looked after. Not all Wills are watertight. Here is one real-life nightmare: how one simple Will cost a family $700K! Let’s look at this case study: John […]
SMSF setups continue to increase
Have you ever felt that you were in the minority having an SMSF? For many years since they were first established in 1999, SMSFs were not widely understood or used by everyday Australians. Certainly with the cost of an audit being $6000 in the early days, an SMSF was not cost-effective for most. Things are […]
Why an SMSF is the Smart Choice for Australians in their 60s
As Australians approach their retirement years, making the right decisions about superannuation becomes more important than ever. While retail and industry super funds have served many well throughout their working lives, they often lack the flexibility, control, and strategic advantages needed for a comfortable and tax-efficient retirement. This is where a Self-Managed Super Fund (SMSF) […]
Introducing the “must have” Guardian – protecting the family at all times
A Guardian is a trusted individual or entity appointed to manage and protect the interests of vulnerable individuals who are unable to fully manage their own affairs. These individuals may include minors, elderly persons with diminished capacity, or individuals with disabilities or for many families key members who are not good with money (you know […]
Crypto Basics & Banter – 8pm AEDT Tues 4 Feb
Unlock the world of crypto in our exclusive, quarterly webinar sessions with SMSF experts Peta and MJ, and Chris Tipper and other experts from Ainslie Crypto. We love Chris’ story of how he bought 200 WHOLE Bitcoins for 1 cent each and then sold them all when it reached the heady heights of $1 each…clearly […]
What can my SMSF invest in?
Superannuation legislation does not state the exact sorts of investments you should, or can make with your SMSF, although you can find broad information on different kind of SMSF investments on the ATO website here. What can an SMSF invest in? The basic principles are that an investment must be a sound, legal investment considering the […]
Live Seminar – Toowoomba QLD 10 Feb 2025
Join Mary-Jane and Ainslie Bullion / Crypto LIVE in Toowoomba Queensland to hear Ideas for Uncertain Financial Times and ask your questions. Details are 7pm QLD time Mon 10 Feb – hosted by MyPlace – Toowoomba Library 3rd floor, cnr Herries and Victoria St, Toowoomba, Queensland
Meet our SMSF team – Mieke
My name is Mieke and I am a junior self-managed super fund (SMSF) accountant in training here within Freedom Financial Superannuation Solutions, the sister company to Freedom FFS which manages SMSF setups. I spent several years with the set-up team, managing the process from beginning to end. Then in 2023 I moved across to the […]
What is a Family Protection Trust?
Here’s a quick overview of the Protector strategy that can be pivotal in safeguarding your family’s wealth. The Protector utilizes a Gift-Loan Back Mechanism to transfer assets—such as cash, jewelry, and equity in family homes—into a Family Protection Trust (FPT) while retaining legal title. This approach not only shields assets from risks but also avoids stamp duty and capital gains tax, making it […]
Cass transitioning to retirement
After an amazing 30+ years non-stop career in public and private sector accounting and financial services+, FFS Founder Cass is transitioning to retirement. She plans to start unwinding with her Alpacas and embark on a travel adventure over the next few months. This means that Cass is no longer available for individual paid consults, but […]