2016 Spring - Lifestyle Focus

In this edition:

  • Will you retire comfortably?
    Less than 20% of retiring individuals and less than 30% of retiring couples aged over 65 are able to retire comfortably. Are you in their number?

  • Depreciation differences: old Vs new
    Do you know the depreciation potential of your property?

  • Value investing
    What is it? Who does it? And how does it stack up against other styles?

  • The Devil is in the detail
    Putting the spotlight on industry super insurance.

  • The role of an executor
    The obligations and responsibilities of an executor of an estate are extensive and if inadvertantly mishandled, there can be severe consequences for the executor. Do you want to put a family member or a friend under that pressure?

  • Top 10 SMSF compliance mistakes
    With the ATO increasing the penalties for compliance mistakes for SMSF’s, now is a good time to make sure you’re doing everything by the book.

  • Get into Spring!
    A few ideas for what you can get up to as the weather starts warming up.

  • OzHarvest Great Food Rescue Race
    Help South Australians who are doing it tough.
File name Lifestyle Focus-Spring 2016.pdf File Type pdf (application/pdf) Owner 360Private

Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

Very high quality professional advice

The team from 360Private have been our taxation and superannuation advisors for the past 15 years. Throughout that time we have received very high quality professional advice to assist us progress to long term goals of financial independence.

Read more ...