Share
 
logo
Open in browser
 
Stay a Step Ahead
 
Published for professionals seeking well informed education and advice.
 
 
A LETTER FROM JAMES McFALL
Planning for the future.
 
 
 
 
Welcome to the new edition of ‘Step Ahead’. We hope you like it!

Today we start by discussing a change in SMSF lending.

With three of the major four banks announcing that they are no longer offering new loans, it is our view that there are a host of implications beyond simply identifying which lenders still offer them.

James McFall was asked by the Financial Planning Association to share his views on the difference ‘if any’ there is in gender advice needs. It is an interesting question to reflect on, which we’ve shared.

Also, have a look at our new video!

As always, if you have any questions, please don’t hesitate to reach out and we’ll be more than happy to help.

Have a great day!
James and the team at Yield
 
 
 
 
SMSF
Big banks no longer offering SMSF loans
 
 
 
Have you heard that 3 of the major banks are now out of SMSF lending?

This is significant, as it makes borrowing harder to get and likely higher interest rates, also its another head wind for property investment.
 
 
 
READ MORE
 
 
 
picture
picture
 
BETTER SERVICE
A different approach
 
 
 
James McFall was among six practitioners respond to the following question:

 In what ways (if any) do the gender needs of your clients differ, and how are you responding to these needs?
 
 
 
READ MORE
 
 
 
 
 
 
Check out our new video
 
 
What is a full financial plan and how can it help you keep your eye on the long game? We map out scenarios so you can see how different strategies can improve your financial situation.
 
 
 
 
icon
 
40+
 
Years of Experience
icon
 
390+
 
Clients
icon
 
8,290+
 
Subscribers
 
 
MEANINGFUL ADVICE
Questions about your retirement plans?
 
 
 
 
CONTACT YIELD FINANCIAL TODAY
 
 
 
 
picture
 
James and his team are very professional and thorough in their planning, presentation, implementation and continuation of advice relating to individual recommendations.  
 
Phil Molin
 


Email Marketing by ActiveCampaign