News
McKinnon Financial Services is constantly updating its knowledge in the following areas and is keen to pass on the knowledge to clients.
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Financial planning
Obtaining probate for a will essentially means the court is satisfied the will is the last will of the person who died. This process may need to be completed before the organisations holding the estate assets (e.g. bank, super fund) are able to release the assets to the will's executor.
In some cases the estate's assets may be fro... | | Read More ... |
We have always believed the key to successful financial planning is completing a detailed data collection.
Undergoing a comprehensive audit of your current circmstances will enable us not only to provide an accurate assessment of your ability to achive your financial goals, but it also ensures you actually have what you thought you had.
... | | Read More ... |
The value of obtaining comprehensive financial advice before commencing any strategy to achieve your objectives may be the key factor in ensuring you obtain those objectives.
We recently completed a mortgage finance assessment for a client wanting to purchase their first home, but their existing debts limited their borrowing capacity to a... | | Read More ... |
It can be difficult to keep track of all the super funds you may have collected over the years, so eventually you get around to consolidating them into one fund for easier management of your super savings.
However this strategy may have significant financial risk, if a comprehensive approach to your financial circumstances and objectives ... | | Read More ... |
Recent developments in the Self Managed Super Fund (SMSF) regulations effectively allow a SMSF to borrow for the purchase of a residential or commercial investment property.
For small business owners, it is now possible to use your super as a deposit on your own commercial premises and borrow the rest. If you retire at age 60, any income ... | | Read More ... |
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