How to Effectively Self-Manage Your Super Fund
Whether you are planning to establish an SMSF (Self-Managed Super Fund) or already have one, there are some “Golden Rules” to follow for its effective self-management. RULE #1 Unless you are a fully qualified SMSF Specialist Adviser yourself, you would be well-advised to seek the ongoing assistance of one. NOTE: You are personally liable for […]
5 Considerations to Make Before Retirement
The key to a successful retirement is having a solid plan. The decisions that you make now could affect your financial future, so we’ve put together this brief list of 5 considerations that you need to make before you transition to the next phase of your life in order to be able to retire on […]
2021- Client Referral Prize Draw
2021 – Client Referral Prize Draw Some exciting news for our clients – we’re re-launching a promotion for our existing clients to reward them for referring friends and family members. We’d love the opportunity to assist the people they know to reach their own financial goals! Leeuwin Estate Art Series – 2020 Sauvignon Blanc, 2020 […]
Investment Property vs Managed Funds
Retirement planning is serious business. You need a solid strategy to be able to see out your golden years in comfort and dignity. When it comes to investing in your retirement, there are generally two strategies that are most recommended: Investment Properties or Managed Funds. Both have their pros. Both have their cons! The team at Endorphin […]
What is a Self-Managed Super Fund (SMSF)?
A Self-Managed Super Fund (SMSF) is essentially a private super fund that you manage yourself or with the assistance of a financial advisor. Instead of putting money into a retail or industry super fund, you can make contributions into your own fund and invest in the assets that are most appropriate to your plan. The […]
Changes to Income Protection Insurance
On the 31 March 2020, the Australian Prudential Regulation Authority (APRA) announced that life companies have been keeping income protection premiums at unsustainably low levels to compete for customers. APRA expects life companies to change and review these policies. They will focus on long term sustainability and making sure products continue to meet the needs […]
Endorphin Wealth welcomes Steven Alesi
We are excited to announce that Endorphin Wealth has expanded the team in the Melbourne office – welcoming Steven Alesi. Steve officially joins us as an Implementation Officer, whilst also currently completing his Bachelor of Commerce. Initially, I joined Endorphin Wealth Management as an intern, where I was deeply immersed into the world of financial […]
