October Newsletter What Do You Need To Get Started With A SMSF | Yield Financial Planning



Yield Financial Planning Newsletter


Hello there,

How confident are you that you are doing enough, to give you the retirement you envisage for yourself? How much thought have you really put into it?

If the answer to these two questions is ‘not really’ and/or ‘not much’, then read on because the articles we have prepared for you today can help you to become retirement ready.

Our first article focuses on how to know your retirement is on track. We answer questions like, how much income is enough and what is involved with calculating it. We then detail some steps you should have in place, to give you the best fighting chance of success.

Our second article is focused on your super and shows you what you need to get started with a Self Managed Super Fund (SMSF). Keep in mind that over 1/3 of all super money in Australia is already invested in SMSF’s and this is a trend we see continuing to grow over time. Revolutionary technological change is the key driver for this and it is having all sorts of knock on impact for the market.

We trust you will find value in our newsletter and if you would like to relate this to your personal position, we can help. Helping Australian’s become retirement ready is our purpose for being after all.

At Yield, our mission is to diligently, advise, educate and empower Australian professionals and business owners to retire comfortably and achieve the financial goals that are important to them.

So why not give us a call?

Have a great day.

From James and the team at Yield.


From The Blog This Month

How To Know Your Retirement Is On The Right Track


How To Know Your Retirment Is On The Right Track?


When you are around half way through your working life, the thought of retirement may not really be front of mind for you, but ideally it should be something you are at least starting to think about.


Do you know how much you need to retire?


A lot is published about retirement needs, but to calculate it accurately takes some thought and must take in to account your personal situation.


Read More


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What Do You Need To Get Started A SMSF?


An SMSF is an option that exists for people who are seeking greater control of their retirement savings, so before you think too much about it as an option, I would weigh up if having more control is something you think could be valuable.


We help our clients navigate the decision on SMSF suitability daily and what we have found the most common reasons people want this control includes:


Read More


Yield & You

Pre-Retirement Webinar Series

We are excited to announce that we will be running a series of pre-retirement webinars that will equip you with vital information to prepare for your retirement.


Full Of Essential Information With An Interactive Q&A


Plan for your retirement and take the opportunity to get your questions answered.

Our pre-retirement webinar series will help you prioritise you retirement plan over your last years of your working life.

How to balance your priorities while planning for retirement 

How to maximise your Super before retirement

Investing, property and your retirement plan

Forecasting your current financial position and what it may mean for your retirement

Budgeting for your retirement


Sign Up For Pre-Retirement Webinar


Reserve Your Place For Pre-Retirement Webinar


Yield Financial Planning
Suite 14, 333 Canterbury Road
Canterbury, Victoria 3126 Australia

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