November Newsletter 2013

Are you comfortable? Read this.

Will you win the lotto or receive a huge inheritance before you retire?

We all have this daydream. But for most, that’s all it is – a dream. This month, we’ve included some strategic advice that explains how sorting out your finances can prepare you for a realistic and comfortable retirement.

Also we talk about The Property in Self-Managed Super Funds Trends. What to look out for- the tricks and traps. Read on and we’ll explain, in easy to understand English!

Are you dreaming – or dreaming?

Most of us daydream about our retirement. How will you realistically spend your twilight years? Touring the world? Touring the country? Or will you be trapped walking around your own backyard?

The reality of your retirement is that it might not live up to your daydreams. Don’t count on a lotto win, or an inheritance from a rich uncle or cultivating your own money tree to give you the retirement you’re dreaming of.

Be Careful who you trust… Property through Self managed Super Fund

It seems everywhere you look at the moment there are people and businesses proclaiming the benefits of investing in property using a Self-Managed Super Fund (SMSF). With many companies claiming they can help investors set up a SMSF and manage the entire purchase process, it’s important that investors stay vigilant and put their trust in the right people.

We have gone live now with social media. Click these links below to “like”, “Follow” Roy A Mcdonald and Lindale Insurances.

Some of Our Business partners

Each month, our “Network Central” column will feature two of our long-term alliances from a variety of industries. We’ll include a brief overview of their products/service and the benefits they can provide to you.

Complete Insurance Group.
Complete Insurance Group is the personal, business and aviation insurance specialist that come to you!  Client’s love the personal attention and easy to understand explanation of various insurance policies.
The service doesn’t stop once you’ve started a new policy – they also help you when it comes to making a claim. No stress or fuss.

To sort out your personal and business insurance needs simply contact Matthew Ogilvie

If you know someone who you think could benefit from a friendly “prod” to get their financial affairs in order or needs someone to talk to about their life insurance – please feel free to pass this newsletter onto them. We’re happy to talk it over with them.

Roy A. McDonald together with Lindale Insurances provide easy to understand and unbiased financial advice and accounting services including: Superannuation and Retirement Planning, Investments, Estate Planning , Social Security advice (to maximise your entitlement), Risk Management, Tax Accounting , Tax and business planning .

Getting started is easy – simply call us today on 03 9848 5933 or click here

Have a safe month and see you in December.