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Want to diversify your portfolio with ease?

There is a new trading platform which is as simple to use as online shopping. If you are a self-directed investor, like me, then growing your portfolio balance is important. Diversification has been talked about a lot lately. The saying ‘Don't have all your eggs in the one basket' rings true today as it always has. But what is diversification and how easy is it to achieve? Some say that owning a mix of Australian shares in different sectors is diversified. Others say that does not go far enough and we should be investing in un-correlated assets, like bullion and cryptocurrencies. Then some are also saying we should be investing in overseas shares.

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Get your Self Managed Super Fund Structure Right with Shane Ellis

The major reason why thousands of Australians are setting up a Self-Managed Super Fund to hold their retirement savings is have more control over their investing options.

With close to 600,000 self-managed super funds (SMSFs) now operating in Australia and average account balances of over $500,000 it is now critical to get your Tax Structures right. Shane Ellis is a much sought after Lawyer that specializes in SMSF Tax Structures and having the right Estate Planning in place to deal with these structures. Shane is Senior Partner in SMSF Law, an author, and sought after speaker. It's not Do it Your-self (DIY), you need to have the correct structure to hold your Retirement Savings. Shane encourages us to be proactive by educating ourselves, use qualified advisors where necessary so that when we get it, we keep it and can pass it on!

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Retirement Coach and Author, Ann Nelson Reveals Challenges Retirees are Facing

After grieving the loss of a spouse at age 55, Ann Nelson had to come to terms with facing her retirement without her husband by her side. She needed to accept that she had to continue on her journey independently, which meant learning how to manage her life, finances and retirement on her own. Through these learnings and life lessons, Ann made a great deal of mistakes, so she began to join groups and attend meetings and seminars, in order to obtain advice from people with experience and knowledge. www.retirewellretirehappy.com

 

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SMSF  Seminar for those Managing their Retirement Savings (DIY)

The new year sees an offering of SUN, SURF, SAND & the Great 8 SPECIALISTS on SMSF (Self Managed Superannuation Funds) at one event on the Gold Coast in January 2016. This event is not-to-be-missed for anyone who has their own SMSF, anyone thinking of starting one and Advisors.  It is important to get the set-up right and the management of your SMSF correct. There are big fines for those directors that do not get the management of their SMSF right.

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When my SMSF (Self Managed Superannuation Fund) was established my advisor at the time, Heath Hill, advised me to have my funds allocated between Australian Shares that paid a dividend and cash. As I already owned property it was decided I did not need any more in my super fund. After a few years of attending seminars and

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