How do I administer my affairs?

You have your investments set up and working hard for you - what's next?

Keeping on top of the paperwork, understanding and taking advantage of tax and franking credit strategies and making sure that you plan for when you are no longer around are the next steps in administering your investment portfolio.

Record keeping

  • Keeping track of your investments
  • Keeping good investment records

Franking credits

  • Franking credits explained
  • Alliance for a fairer retirement

Understanding tax

  • How is investment income taxed?
  • Strategies to lower taxes

Estate planning

  • Why are wills important?
  • Do I need a power of attorney?
  • What else do I need to know?