Coral Brian-Wheatley - Building Wealth in a Self-Managed Super Fund: How I Turned $80K into $4 Million and How You Can Too...

Recommended resources

APRA

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The Australian Prudential Regulation Authority (APRA) is the prudential regulator of the Australian financial services industry. It is the regulatory body responsible for overseas banks, credit unions, building societies, general insurance and the superannuation industry, playing a critical role in protecting the financial well-being of the Australian community.

You can also contact APRA by phone on 1300 55 88 49 or on

+61 2 9210 3480 if calling from overseas.

www.apra.gov.au

ASICAustralian Securities and Investment Commission The Australian Securities and Investment Commission is an independent Australian body that acts as a corporate regulator for Australians. ASICS role is to regulate and enforce company and financial services laws to protect Australian consumers, investors and creditors. It provides advice and information about investment advisers and company and business procedures.

www.asic.gov.au

Tax and Superannuation

An informative website including choosing a fund, individual/employers/self managed super funds and helping you find government information and services and government initiatives. For any queries relating to tax or superannuation or if you need advice from the Australian Taxation Office the website address is: http://www.ato.gov.au

The Australian Bureau of statistics

Provides statistical information on a wide range of environmental, economic and social issues, assisting with making informed decisions through research and discussions within government and the community. It also helps to make up the consumer price index for rental increases by capital city and state.

www.abs.gov.au

Money Smart has helpful calculators, tips and hints

Money Smart is an initiative of the Australian Securities & Investments Commission. They offer you tips & tools to help you make the most of your money. Great guide to superannuation and retirement.

https://www.moneysmart.gov.au/

REIA

The Real Estate Institute of Australia (REIA) is the national professional association for Australias real estate sector. REIA is a politically non-aligned organisation that provides research and well-informed advice to the Federal Government, Opposition and professional members of the real estate sector, media and the public on a range of issues affecting the property market. REIA has an excellent reputation as the most credible source of knowledge and considered opinion regarding the commercial and residential property markets in Australia. It gives information as to how to obtain the most recent tenancy advice and their contact details.

http://www.reia.asn.au/

Department of Fair Trading

The Department of Fair Trading Services is responsible for the receipt and management of residential tenancy bonds in NSW. Please note that the regulatory and licensing body for real estate agents is Fair Trading or the equivalent in your state or territory.

If you are a landlord and you need to find information regarding compensation for loss or damage or to lodge a complaint for the following:

Tenant giving notice of intention to vacate

Leases and notices

Ending a lease or residency

Standards, repairs and entry rights

You need to seek your own advice and appropriate legal action and/or contact the office of Fair Trading for NSW or the equivalent for your state or territory to find your rights and the rights of the tenant. These are some of the contact details:

Office of Regulatory Services, ACT

http://www.ors.act.gov.au

Fair Trading, NSW,

www.fairtrading.nsw.gov.au

Consumer Affairs, NT,

www.consumeraffairs.nt.gov.au

Fair Trading, QLD,

www.fairtrading.qld.gov.au

Consumer and Business Services, South Australia,

www.cbs.sa.gov.au

Consumer Affairs and Fair Trading, TAS,

www.consumer.tas.gov.au

Consumer Affairs, VIC,

www.vic.gov.au

Consumer Protection, WA,

www.commerce.wa.gov.au

Commsec

Commsec is an online trading platform that allows you to buy and sell shares, trading online or on the go with mobile apps for iPhone, iPad and android smartphone. They provide free information, access to free trading tools and free live market data. Gain access to over 25 leading global share markets.

https://www.commsec.com.au/

MYOB (Mind Your Own Business)

Its online accounting software that, when set up correctly, can save you money and time for all your business accounting.

www.myob.com.au

Age Pension - Department of Human Services

To obtain information and enquiries about rules and regulations and entitlements and find information about pension rates and other payment related information.

www.humanservices.gov.au

Finding lost super go to..

https://www.ato.gov.au/Superseeker

Office of State Revenue is in all states

Buying and owning investment property? On these sites you can find out the rates of transfer duty, what the land tax threshold is, how to check if land tax is owing and other information associated with buying and owning property.

Office of State Revenue (OSR) QLD

http://www.osr.qld.gov.au/

Office of State Revenue (OSR) NSW

http://www.osr.nsw.gov.au/

State Revenue (Department of Finance) WA

www.osr.wa.gov.au

Territory Revenue Office (TRO) NT

http://www.treasury.nt.gov.au/

Office of State Revenue Victoria

www.sro.vic.gov.au

Office of State Revenue (O.S.R) TAS

http://www.sro.tas.gov.au/

Revenue (Department of Treasury and Finance) SA

http://www.revenuesa.sa.gov.au/

DISCLAIMER

All the information, techniques, skills and concepts contained within this publication are of the nature of general comment only and are not in any way recommended as individual advice. The intent is to offer a variety of information to provide a wider range of choices now and in the future, recognising that we all have widely diverse circumstances and viewpoints. Should any reader choose to make use of the information contained herein, this is their decision, and the contributors (and their companies), authors and publishers do not assume any responsibilities whatsoever under any condition or circumstances. It is recommended that the reader obtain their own independent advice.

First Edition 2015

Copyright 2015 Coral Brian-Wheatley

All rights are reserved. The material contained within this book is protected by copyright law, no part may be copied, reproduced, presented, stored, communicated or transmitted in any form by any means without prior written permission..

National Library of Australia

Cataloguing-in-Publication entry:

Brian-Wheatley, Coral, author

Building Wealth in a Self-Managed Super Fund : How I Turned 80K Into $4 Million and How You Can Too / Coral Brian-Wheatley.

1st ed.

ISBN: 9781925280548 (eBook)

Subjects:

Retirement income Australia.

Pension trusts Australia.

Retirement Australia Planning.

Real estate investment Australia Finance.