Guided Care’s Post

Unlocking SMSF Secrets: Barbara's Game-Changing Strategy! Meet Barbara - a proud owner of a thriving medical practice valued at $300,000. With her SMSF managing a hefty $900,000 in assets, a colleague sparked an idea: Why not transfer her practice into the SMSF? Deep Dive: Barbara's practice isn't just her workspace; she also earns $20,000 annually by renting out consulting rooms. The transfer proposition: Sell her practice to her SMSF at a market-competitive rate, then pay rent to her SMSF for utilising the space. Concerns? CGT and stamp duty. But with a seasoned financial advisor having her back and the right accounting tools, these costs can be curtailed. The crux? Ensuring the SMSF retains enough liquidity post-transfer for ongoing expenses and responsibilities. Discover the intricacies of SMSF and its potential benefits for business owners. Dive into our detailed case study today! #SMSF #BusinessInsights #CaseStudy #FinancialPlanning #SpectrumWealth

Unlocking SMSF Secrets: Barbara's Game-Changing Strategy! Meet Barbara - a proud owner of a thriving medical practice valued at $300,000. With her SMSF managing a hefty $900,000 in assets, a colleague sparked an idea: Why not transfer her practice into the SMSF? Deep Dive: Barbara's practice isn't just her workspace; she also earns $20,000 annually by renting out consulting rooms. The transfer proposition: Sell her practice to her SMSF at a market-competitive rate, then pay rent to her SMSF for utilising the space. Concerns? CGT and stamp duty. But with a seasoned financial advisor having her back and the right accounting tools, these costs can be curtailed. The crux? Ensuring the SMSF retains enough liquidity post-transfer for ongoing expenses and responsibilities. Discover the intricacies of SMSF and its potential benefits for business owners. Dive into our detailed case study today! #SMSF #BusinessInsights #CaseStudy #FinancialPlanning #SpectrumWealth

With client service in mind, HMC continues to set the standard for excellence in navigating and mitigating financial risks, which is why we are proud to announce that HMC Partners was recently featured in Financial Services Review. Read more: https://bit.ly/3vzAbzl #HMCPartners #FinancialAdvice #FinancialAdvisor

Team RPFS is gathered in Reading today! 🤝 Exciting discussions on all things Financial Services and a deep dive into our Business Plans for a stellar 2024 ahead 📈 Brace yourselves, it’s going to be an extraordinary year at RPFS! 🤩 Daniel Clow Kara Jones Josh Rayner MIRP Russell Jervis Rayner Personnel #BusinessPlan #StrategicPlanning #StayTuned #RPFS #FinancialServices

If the time comes when you need long term care, planning early for possibilities could help you have more control in receiving the type of care you want. Our Financial Professionals can help you prepare with long term care solutions should the need arise down the road. #CapitalStrategies #LTC #PlanningEarly #ContactOurFinancialProfessionals

In the MDRT Blog, read strategies for working with clients who are worried about having enough funds when they retire at https://bit.ly/3UR8gFg.

The Certification in Long-Term Care (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals with the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Learn how the CLTC designation can help you, as a financial professional, protect your clients and their families: https://zurl.co/9YGH #cltc #longtermcareplanning #extendedcareplanning

It may seem simple, but NPW is fully invested in providing you with the expertise you need across all facets of the wealth management spectrum. Ranging from portfolio construction and wealth planning to insurance and private capital, we make it our mission to cover all bases to ensure your financial security over the long term. Find out what NPW is all about, at https://lnkd.in/gFE5CGRX #FinancialPlanning #WealthManagement #NPW

The DRFA process can be too complex, time-sensitive, and laborious for many councils to resource internally - especially in the wake of an extreme weather event. We manage councils’ evidence capture, submission preparation, restoration works, and financial reimbursement claims processes as required by the scheme. #nsw #disasterrecovery #drfa

Navigating the intricacies of financial health can be challenging, particularly for low-and-middle income (LMI) groups. Financial service providers can leverage the Research and Insights Board to better support LMI communities. The Board, a timeless knowledge repository, enables them to analyze and learn from financial products and services being offered across the world and customize products and services for their customers. Financial Service Providers can access the resource here: https://bit.ly/46sWMdv #CommunityForFinancialHealth #CFH #ResearchandInsightsBoard #FinancialHealth #KnowledgeSharing #FinancialServiceProviders