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We begin our March newsletter looking at Self Managed Superannuation Funds (SMSFs). According to the Investment Trends, SMSF Investor Report (April 2019), an SMSF trustee can spend up to eight hours a month managing an SMSF. Discover what risks and responsibilities are involved in managing an SMSF, along with costs, past performance and how to set-up an SMSF.

2020 was a year that showed us that we can’t control everything in our lives. Financial wellbeing is something most of us would have thought about during COVID. In our next article, discover ways to help you take control of your finances in the workplace and at home.  

Planning for retirement is something we should be thinking about early on in our careers. Some of us leave it a little too late. We explore different retirement lifestyle options and what you can do to build up your nest egg. Remember, it’s never too late to start investing in your retirement.

When it came to investing, 2020 was a tumultuous year, to say the least. Tom Stevenson from Fidelity provides his insights into why investors should weather the storm and 'ride it out'.

We all know Australia has some of the best coastal drives in the world. In this article, we show you some of the best road trips state-by-state.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 4342 1888 or email peter.talty@clientcomm.com.au

Kind regards,

Peter Talty

Self-managed super funds (SMSF)

Understand if an SMSF is right for you. 

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5 steps to achieving financial wellbeing at work and home

According to studies 46% of workers spend at least three work hours each week thinking about their finances. And poor financial wellness costs Australian businesses $33 billion per annum. And this was before COVID. Here are 5 ways to achieve financial wellbeing at work and home, writes Ryan Watson.

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How much super you need

Estimate what you'll have and what you'll need.

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Riding it out

For investors, it can be better to travel than to arrive. The last year has been characterised by unremittingly gloomy headlines but a counter-intuitively buoyant stock market. This is puzzling for many, but even experienced investors who understand that this is how markets work are starting to call time on the remarkable rally since last spring.

14 fabulously scenic drives you must follow

Australia is made for road trips. Coast-hugging touring routes, rainforest-clad paths, inland adventures, and trails showcasing anything from waterfalls to wineries. BIG4 Holiday Parks have rounded up some of the most scenic drives in Australia that you simply must follow.

Prepare for roads full of visual feasts and enthralling encounters…

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