Wealth For Life Financial Planning

Wealth For Life Financial Planning Rex Whitford
MFinPlan, DIP HRM, ORM, FLM, SSA
SMSF Specialist Adviser
Authorised Representative of G

"I believe all Australians deserve the opportunity to create wealth to achieve the things in life that are important to them in life. We aim to achieve this through superior professional knowledge and service coupled with an intimate understanding of client values"

Beware of terminal illness payout time frame
24/09/2024

Beware of terminal illness payout time frame

If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.

Capital losses can help reduce NALI
21/09/2024

Capital losses can help reduce NALI

Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.

Investment and economic outlook, August 2024
19/09/2024

Investment and economic outlook, August 2024

This month, we take a closer look at interest rates and the changed anatomy of bond returns. They’re simple enough dynamics: Interest rates rise, bond prices fall; interest rates fall, bond prices rise. But what happens when you factor in the income that bonds generate? The conditions at the start...

What the Reserve Bank’s rates stance means for property borrowers
17/09/2024

What the Reserve Bank’s rates stance means for property borrowers

The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.

How investing regularly can propel your returns
14/09/2024

How investing regularly can propel your returns

The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.

Super sector in ASIC’s sights
11/09/2024

Super sector in ASIC’s sights

The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.

Most Popular Operating Systems 1999 - 2022
08/09/2024

Most Popular Operating Systems 1999 - 2022

The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.

Our investment and economic outlook, July 2024
27/08/2024

Our investment and economic outlook, July 2024

A labour market indicator that has reliably signaled the start of recession could appear in coming months. The Sahm rule (named after the former Federal Reserve economist who identified it) is triggered when the unemployment rate spikes, with its three-month moving average jumping half a percentage....

Striking a balance in the new financial year
24/08/2024

Striking a balance in the new financial year

It’s not something you must do, but doing so may give you some extra peace of mind if your investment strategy involves having a specific percentage of your capital invested in certain asset types.

The five reasons why the $A is likely to rise further - if recession is avoided
21/08/2024

The five reasons why the $A is likely to rise further - if recession is avoided

- After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia is...

What super fund members should know when comparing returns
19/08/2024

What super fund members should know when comparing returns

If you’re one of the roughly 16 million Australians with a managed superannuation fund account, you may be feeling reasonably chuffed at the moment.

Insurance inside super has tax advantages
17/08/2024

Insurance inside super has tax advantages

One of the most significant advantages of holding insurance policies inside superannuation is the tax deduction for life and disability premiums that go towards paying out a disability superannuation benefit, according to a leading technical specialist.

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