Articles

The Reverse Mortgage – Proceed with Caution

  Author:
For a variety of reasons the ‘Reverse Mortgage’ is becoming an increasingly popular financial avenue for our senior community. Also known as an equity release mortgage or a lifetime mortgage, the Reverse Mortgage is a loan product which allows the borrower to realise part or all of the equity in their principal place of residence or investment property.
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In Memory of Ian Short

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In May this year, Ian Short passed away after a short battle with cancer. He was 67 years of age. The news of Ian’s passing was met with great sadness by all at the firm, together with his many former clients and professional associates.
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Self Managed Superannuation Funds

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A number of people now have Self Managed Superannuation Funds (SMSF) and in the use and administration of these Funds it is imperative to ensure compliance with the Superannuation Industry (Supervision) Act and Regulations; noting that complying Funds are regulated by the Australian Prudential Regulation Authority.
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