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"
24/09/2024
Beware of terminal illness payout time frame
Beware of terminal illness payout time frame - Wealth for Life Financial Planning 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.
21/09/2024
Capital losses can help reduce NALI
Capital losses can help reduce NALI - Wealth for Life Financial Planning Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
19/09/2024
Investment and economic outlook, August 2024
Investment and economic outlook, August 2024 - Wealth for Life Financial Planning 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...
17/09/2024
What the Reserve Bank’s rates stance means for property borrowers
What the Reserve Bank’s rates stance means for property borrowers - Wealth for Life Financial Planning The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
14/09/2024
How investing regularly can propel your returns
How investing regularly can propel your returns - Wealth for Life Financial Planning The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
11/09/2024
Super sector in ASIC’s sights
Super sector in ASIC’s sights - Wealth for Life Financial Planning 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.
08/09/2024
Most Popular Operating Systems 1999 - 2022
Most Popular Operating Systems 1999 - 2022 - Wealth for Life Financial Planning The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
27/08/2024
Our investment and economic outlook, July 2024
Our investment and economic outlook, July 2024 - Wealth for Life Financial Planning 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....
24/08/2024
Striking a balance in the new financial year
Striking a balance in the new financial year - Wealth for Life Financial Planning 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.
21/08/2024
The five reasons why the $A is likely to rise further - if recession is avoided
The five reasons why the $A is likely to rise further - if recession is avoided - Wealth for Life Financial Planning - 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...
19/08/2024
What super fund members should know when comparing returns
What super fund members should know when comparing returns - Wealth for Life Financial Planning 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.
17/08/2024
Insurance inside super has tax advantages
Insurance inside super has tax advantages - Wealth for Life Financial Planning 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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