The benefits of a self-managed super fund

The creation of your own super fund – a self-managed super fund (SMSF) – is a strategy used by those who want more control over where their super is invested, and how they can use it as part of a broader wealth creation strategy. Crystal Wealth executive director John McIlroy discusses some of the benefits clients find when operating an SMSF.

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When should I start working with a financial planner?

It’s never too early to start planning for your financial future. Crystal Wealth director Louise Lakomy shares some of the key life moments that often prompt people to take a long-term view.

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Spending the kids’ inheritance!

Here at Crystal Wealth, we work alongside you and your family to create something more than financial wealth – together we want to help you build a wealth of experiences and joy-filled memories. Our clients Denise and Milton Cale are doing just that, beginning with this once-in-a-lifetime holiday. Denise tells their story:

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The election impact

While the post-election headlines focused on Labor’s defeat, the coalition victory is certainly beneficial for many of our clients. Crystal Wealth director John McIlroy explains why.

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How long-term thinking gets the best results come EOFY

Many people only think of their tax come the end of financial year. However, to minimise both your exposure and your stress, tax should be a constant consideration. Crystal Wealth director Tim Wedd explains how we work with clients to ensure they’re in the strongest position.

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Best of both worlds

Working with a financial planner is all about creating wealth. Financial wealth is key, of course, but we also work with you to help you create wealth in terms of the quality of life you enjoy. Our clients Brian DuRieu and Kim Mangan tell us all about their life split between Australia and Europe.

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How the current property market is affecting your retirement plans

The press is full of stories about falling property prices. If you have invested in property, should you be concerned? Crystal Wealth director Tim Wedd walks you through the reality of the market at present, and its likely impact.

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How much super do you need?

Louise Lakomy, director of Crystal Wealth Partners, talked to ABC about how much super does and an individual and a couple need to retire comfortably.

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FASEA firms as possible disciplinary body option

Louise Lakomy, director of Crystal Wealth Partners, appointed to the FASEA board. Louise says she is hoping to draw on her more than a decade of corporate governance experience as well as her wealth management industry experience as a financial adviser.

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Crystal Wealth models – an answer to efficient portfolio management

Get to know what creates the greatest efficiency with Crystal Wealth Managed Discretionary Accounts (MDA) service model portfolio solution.

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