Financial Planning
- Personalised tailored financial planning advice. This entails strategy development (medium & long term), plan preparation, investment placement, implementation management and ongoing review.
- Formal scheduled portfolio reviews in person.
- Advice on Centrelink and Veterans Affairs entitlements.
- Retirement planning, and early retirement or redundancy.
- Wealth accumulation and gearing.
- Informal discussions on concepts, ideas and potential implementation strategies
Latest Financial Planning News
- ATO outlines tax relief for bushfire victims
The ATO has outlined the ways in which those impacted by Australia’s bushfire crisis will be given relief from any outstanding tax obligations.
- Catch-up concessional contributions – strategies and practicalities
It’s been a long time coming but members are finally able to use the catch-up concessional contribution rules for the first time this year (2019–20).
- Nearing retirement? 7 steps to take before you leave work
You're so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of choice.
- 2020 audits to focus on investment strategy
SMSF auditors are expected to focus more clearly on specific details and evidence around a fund’s investment strategy in the coming year as the industry continues to feel the ripple effects from the ATO’s diversification letter campaign of 2019.