Latest in SMSF Case Studies

SMSF Case Studies - September 9th

Director: Jenny Brown

Q:  In your experience, is there an ideal stage of life to set up a SMSF? We believe there is no ideal life stage to set up a SMSF, rather it?s when a client feels that...

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SMSF Case Studies - September 9th

Financial Planner: Amanda Cassar

Amanda Cassar is a financial planner with Wealth Planning Partners, based on the Gold Coast, Qld. She has been involved in the finance and insurance industry for more than two decades. In a q&a with Canstar Amanda...

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SMSF Case Studies - September 9th

Consultant: Jude Burger

Q: When did you set up your SMSF and why? I set it up just recently, starting in July 2013. I chose to have a SMSF for two reasons: I wanted to be able to invest...

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SMSF Case Studies - September 9th

Financial Adviser: Charles Badenach

Charles Badenach is a Hobart-based Private Client Adviser with Shadforth Financial Group. In a q&a with CANSTAR Charles explains why he set up a self-managed superannuation fund (SMSF) and how he went about it. Q:  Why...

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SMSF Case Studies - September 9th

Partners: Shaun & Mel

Shaun Leck, an accountant and his partner Mel Kettle, a marketing communication consultant, set up their self-managed superannuation fund in 2011. In a q&a with CANSTAR Shaun explains why, how and his tips for other would-be...

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