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Welcome to our spring newsletter.

Self managed super funds continue to grow in popularity. I draw your attention to the article on the 'The Tax Office is your Friend' for more information. If you need to discuss these changes, please email me.

Don't forget our upcoming superannuation seminar. To register your interest please call me on 03 8634 1005.

Regards

Kasia

A quiz for small business owners

Try the quiz below and see how you compare to the results of a recent survey conducted by the Investment and Financial Services Association (IFSA).

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The Tax Office is your friend

In 2006-07, over 42,000 new self managed superannuation funds (SMSFs) were established and the attractiveness of the new superannuation rules means similar growth will continue for some time yet.

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Ideal investment for retirees

If you are retired or getting close to retirement at least part of your portfolio is likely to include investments that provide a long-term income stream and steady growth.

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Getting in on the ground floor

Investing in property has proved successful for many investors. Over the last ten years Australian listed property trusts (LPTs) have returned 15.8% per annum.

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Super place to protect your assets

If you’re a small business owner, you probably think of your business as your retirement nest egg. You invest your time, energy and money to build it up and maximise its value for when you retire.

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