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From the Blog

Q My wife is 60 and intends to continue working two days a week earning about $35,000pa. She has $90,000 in superannuation and has inherited $300,000. What’s best; to keep that in term deposits or maximise superannuation opportunities? She wishes access to lump sum withdrawals in due course to help our children buy property.

A    Superannuation is a tax structure not a product. With a few exceptions any investment you own outside of Superannuation, you can own within Superannuation, including Term Deposits.  If your Super fund does not provide this flexibility, … Read more

Q I currently have jointly with my wife a SMSF that has sufficient reserves to cover the anti-detriment payments upon our death. At that time the fund will obtain approximately $550,000 in tax losses. Our 4 adult children now have their own families have indicated that at present they may not wish to carry on the fund. Our Wills will set up have testamentary trusts for each child. My question is, is it possible to sell the SMSF with the tax losses if our children want to go their own way and if so is there a market?

A         The assets of your Superannuation fund do not form part of your estate unless your nomination of beneficiary instructions provide for this.  The Testamentary trusts you refer to will settle your estate outside of Superannuation.  … Read more

Making a Positive Difference

Welcome to WealthPartners Financial Solutions, a leading provider of financial services. We are a boutique practice with the support and backing of Australia's largest financial planning group, AMP.

WealthPartners is conveniently located in Milsons Point at the northern end of the Sydney Harbour Bridge and offers clients a complete range of financial, wealth and accounting services.