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

As relevant today as they were 20 years ago

SPORTSMED SA has been proudly associated with the team from 360Private for over 20 years. Both SPORTSMED SA and 360Private have grown considerably over this time and the challenges have been many and varied. The range of services provided by 360Private are as relevant to our business today as they were 20 years ago and are supported by strong client/advisor relationships and leadership.

- Alan Morrison, CEO Orthopaedics & Hospitals, SPORTSMED SA

Read more ...