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Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia

Wealth Journey is an Independent Financial Planning practice based in Sydney CBD and servicing clients all across Australia.

http://wealthjourney.com.au/

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Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia | wealthjourney.com.au Reviews
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Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia | wealthjourney.com.au Reviews

https://wealthjourney.com.au

Wealth Journey is an Independent Financial Planning practice based in Sydney CBD and servicing clients all across Australia.

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1

Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia

http://wealthjourney.com.au/financial-process.php

Structure, guidance, advice. Understanding what is important to you. Building a Better Financial Future. Reach your life goals and protect what you already have. Free insights and financial tips. Our advisers are a financial guide helping our client's on a journey to financial success. Educating you on financial markets and historical performance of different asset classes as well as expected future performance based on the most up to date research. Mapping out the strategy of what we need to do to get y...

2

Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia

http://wealthjourney.com.au/financial-services.php

Structure, guidance, advice. Understanding what is important to you. Building a Better Financial Future. Reach your life goals and protect what you already have. Free insights and financial tips. Our approach to financial planning is professional and tailored as we understand that each client’s needs, goals, objective, and financial circumstances will vary. We also believe in the empowerment of knowledge through education and thus we provide advice and guidance in the following areas:. Our professionals ...

3

Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia

http://wealthjourney.com.au/why-seek-financial-advice.php

Structure, guidance, advice. Understanding what is important to you. Building a Better Financial Future. Reach your life goals and protect what you already have. Free insights and financial tips. Financial planning is more than just investing. At Wealth Journey we focus on educating our clients on the different investment strategies and how these will impact the ability to meet future goals. You may be thinking that paying off your home mortgage is the most important strategy for now and after that you w...

4

Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia

http://wealthjourney.com.au/disclaimer.php

Structure, guidance, advice. Understanding what is important to you. Building a Better Financial Future. Reach your life goals and protect what you already have. Free insights and financial tips. Information provided on this website is general in nature and does not constitute financial advice. Wealth Journey does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded,Wea...

5

Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia

http://wealthjourney.com.au/index.php

Structure, guidance, advice. Understanding what is important to you. Building a Better Financial Future. Reach your life goals and protect what you already have. Free insights and financial tips. Wealth Journey is a leading Financial Services Practice with offices in Sydney, Melbourne and brisbane servicing clients across Australia. We specialise in education, advice and tailored solutions whatever your stage of life. Welcome to the first step on your path to financial freedom. RECENT ARTICLES and NEWS.

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The Self Managed Super Institute

http://smsfinstitute.com.au/index.php

The SMSF Institute Self Managed Super Funds for Buying Property, Share Trading, Holding Insurance and Superannuation Australia. What is a SMSF? Setting up a SMSF. We’ve got you covered. An SMSF is a Self-Managed Superannuation Fund. And, as the name suggests, it is a type of superannuation fund that is owned and operated by you. Owning property through your SMSF typically involves the fund holding a residential or commercial rental property. Latest News and Articles.

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Exotic Investments through your SMSF Australia - The SMSF Institute | Self Managed Super Funds

http://smsfinstitute.com.au/smsf-exotic-investments.php

What is a SMSF? Setting up a SMSF. From 1 July 2011, investments in exotic or unusual investments, such as collectables and personal use assets, must satisfy specific criteria to form part of a permitted investment strategy for a SMSF. The rules restrict the fund’s interaction with related parties, such as members and relative, partners in a partnership and entities controlled by a family group and apply:. These rules apply regardless of whether the SMSF trustee fully owns or partly owns the asset. Prope...

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Life Insurance through your SMSF Australia - The SMSF Institute | Self Managed Super Funds

http://smsfinstitute.com.au/smsf-insurance.php

What is a SMSF? Setting up a SMSF. In recent years it has become increasingly common for the insurance needs of an individual to be met through their superannuation fund. And, while there are a number of reasons why superannuation and insurance go hand in hand, when considering an SMSF as your retirement vehicle of choice, there are additional benefits only available to SMSFs. Requires a suitable superannuation condition of release to be met e.g. death or disability. In order for an SMSF to make its prem...

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The SMSF Institute | Self Managed Super Funds

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What is a SMSF? Setting up a SMSF. Please enter your registered e-mail address below. By continuing to browse and use this website, you are agreeing to comply with our website disclaimer.

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What is an SMSF Australia - The SMSF Institute | Self Managed Super Funds

http://www.smsfinstitute.com/what-is-smsf.php

What is a SMSF? Setting up a SMSF. What is a Self Managed Super Fund (SMSF)? An SMSF is a Self-Managed Superannuation Fund. And, as the name suggests, it is a type of superannuation fund that is owned and operated by you. What is probably the most distinguishing factor of an SMSF from large retail superannuation funds is the fact that the members of the fund are also the trustees of the fund and as such, are the ones who make all the decisions. As the trustee of the fund you can choose any investment type.

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The Self Managed Super Institute

http://www.smsfinstitute.com/index.php

The SMSF Institute Self Managed Super Funds for Buying Property, Share Trading, Holding Insurance and Superannuation Australia. What is a SMSF? Setting up a SMSF. We’ve got you covered. An SMSF is a Self-Managed Superannuation Fund. And, as the name suggests, it is a type of superannuation fund that is owned and operated by you. Owning property through your SMSF typically involves the fund holding a residential or commercial rental property. Latest News and Articles.

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Buying Property through your SMSF Australia - The SMSF Institute | Self Managed Super Funds

http://smsfinstitute.com.au/smsf-buying-property.php

What is a SMSF? Setting up a SMSF. While all types of superannuation funds are able to, and often do, hold various forms of property investments, it is generally only a self-managed superannuation fund that gives you the ability to hold the direct property of your choice and the possibility of using the same property in your business. Why own property through an SMSF? There are a number of advantages to holding property inside an SMSF, as opposed to owning it in your own name. Due to the concessional tax...

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Self Managed Super Funds Resource Centre Australia | The SMSF Institute

http://www.smsfinstitute.com/join-resource-centre.php

What is a SMSF? Setting up a SMSF. Join The The SMSF Institute Resource Centre. Regular legislative updates and strategies, please complete the following form. All fields marked *. Your login details to The SMSF Resource Centre. Type the characters below:. By registering with this website you acknowledge and understand our website disclaimer. By continuing to browse and use this website, you are agreeing to comply with our website disclaimer.

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The SMSF Institute | Self Managed Super Funds for Buying Property, Share Trading, Holding Insurance and Superannuation Australia.

http://smsfinstitute.com.au/website-disclaimer.php

What is a SMSF? Setting up a SMSF. Information provided on this website is general in nature and does not constitute financial advice. The SMSF Institute will endeavour to update the website as needed. However, information can change without notice and The SMSF Institute do not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. By continuing to browse and use this website, you are agreeing to comply with our website disclaimer.

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Borrowing Money through your SMSF Australia - The SMSF Institute | Self Managed Super Funds

http://smsfinstitute.com.au/smsf-borrowing-money.php

What is a SMSF? Setting up a SMSF. In years gone by, SMSFs were unable to borrow money for the purpose of purchasing an investment such as property or shares. However, since 2007 superannuation laws have allowed an SMSF to borrow money in order to purchase an investment asset, as long as a strict set of rules are followed. Why borrow through SMSF? Similarly, where an SMSF may have had sufficient funds, it would often have resulted in a significant portion of the fund's assets being invested in direct pro...

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Wealth Journey: Financial Planning, Financial Advisors, Wealth Creation, Sydney Australia

Structure, guidance, advice. Understanding what is important to you. Building a Better Financial Future. Reach your life goals and protect what you already have. Free insights and financial tips. Wealth Journey is a leading Financial Services Practice with offices in Sydney, Melbourne and brisbane servicing clients across Australia. We specialise in education, advice and tailored solutions whatever your stage of life. Welcome to the first step on your path to financial freedom. RECENT ARTICLES and NEWS.

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