Latest in SMSF Case Studies

SMSF Case Studies - September 9th

Director: Jenny Brown

Jenny Brown is Director of JBS Financial Strategists Pty Ltd.  In a Q&A with CANSTAR she explains how and why clients typically set up an SMSF. Q:  In your experience, is there an ideal stage of life to…

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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…

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SMSF Case Studies - September 9th

Consultant: Jude Burger

Jude Burger is Principal Consultant of Think Act Relate, a personal and organisational assessment and development services company. She talks about her recent experience of setting up a self-managed superannuation fund. Q: When did you set…

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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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