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When Is a Self-Managed Super Fund (SMSF) Right for You?

Thinking about starting a Self-Managed Super Fund (SMSF)? While the prospect of greater control and investment flexibility can be appealing, an SMSF is not the right fit for everyone. Before taking the leap, it’s important to understand the responsibilities, costs, time commitments, and compliance obligations that come with managing your own super. In this article, we explore the key factors to consider, the benefits and potential drawbacks of an SMSF, and how to determine whether this powerful retirement planning vehicle aligns with your financial goals and lifestyle.

2026 Federal Budget

Friend of Alman Partners, Rick Walker of Lorica Partners, together with Jason Kirk, review the 2026 Federal Budget. Read on to learn more about the proposed changes to tax.

2024 Federal Budget text on wooden blocks – Financial advice on key budget changes affecting individuals and businesses

2024 Federal Budget

Join friend of Alman Partners, Rick Walker of Lorica Partners, as he summarises the 2024 Federal Budget.

Pink piggy bank with falling coins – Financial advice for saving strategies and wealth preservation

The Only Certainty is Change

With numerous legislative changes passed in the last few months, Katrina takes us through a few of the ones likely to impact the majority.

Elderly couple sitting on a dock enjoying sunset – financial advice for retirement security and happiness

60 Years of Sundays

The 60-year retirement may not be that far away. Steve discusses being mentally and financially set for life’s next stage, however long it may be,

5 Tips to Get Ready for Retirement

5 Tips to Get Ready for Retirement

Starting the next chapter of your journey into retirement is pretty exciting, however, there are a few things to consider when planning to retire. Join Caitlyn as she discusses 5 tips to help you get set for retirement.