lumpsum

SMSF NS045: Some Aged Based Issues to Consider, a Review of Fund Estate Planning

Posted on 22/02/2017Posted in SMSF News and StrategiesTagged 57ttr, 60ttr, 65ttr, aged, bcg, benefit, control, estate, fund, lumpsum, pension, pensions, planning, reversionarypension, smsf, transition

An update on some aged based issues to consider, a review of fund estate planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

NV078: Aged care and the Importance of Advice

Posted on 06/02/2017Posted in News and Views PodcastsTagged acat, advice, aged, ato, bcg, care, cashflow, government, govt, homecare, lumpsum

In our latest episode, we discuss aged care and the importance of advice. Hosted by Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant