11 tax facts about superannuation

Compared to other investment structures, super is widely considered to be one of the most tax-effective investment structures available from a wealth accumulation and cash flow generation perspective. Although not a comprehensive list, below are 11 of the top tax facts about super. Please note: Each tax fact isn’t covered in detail (only a brief snapshot

By |2021-08-01T11:38:11+11:00August 1st, 2021|Categories: Our News|Comments Off on 11 tax facts about superannuation

There’s an app for that

It seems we are increasingly using apps in everyday life. Apps can help us manage certain aspects of our lives, tap into things that are of interest to us, or keep track of different goals. We can use apps to look up movies, events and shows and book tickets within minutes; we can use apps

By |2021-08-01T11:38:17+11:00August 1st, 2021|Categories: Our News|Comments Off on There’s an app for that

Do you have more than one super account?

Did you know there is about $13.8 billion[1] held as lost or unclaimed superannuation in accounts across Australia as at 30 June 2020. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down. Consider Combining it Save on fees,

By |2021-07-01T11:27:38+11:00July 1st, 2021|Categories: Our News|Comments Off on Do you have more than one super account?

Navigating your way through a redundancy

The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-191. While the Government extended temporary economic assistance for most businesses until March 2021, it has gradually been phased back which may result in many businesses downsizing, winding up or becoming bankrupt. This

By |2021-06-01T11:26:24+11:00June 1st, 2021|Categories: Our News|Comments Off on Navigating your way through a redundancy

We’re open for business

Whilst we may change the way we do business to keep you, and us, safe and well, we are open for business as usual. We continue providing financial advice to our clients and community during these uncertain times. Stay safe, stay well, and remember we are here for you.

By |2021-06-01T11:26:31+11:00June 1st, 2021|Categories: Our News|Comments Off on We’re open for business

Why insurance matters

In a year that has seen so many unexpected events take place it is top of mind for most Australians now more than ever that life does not always go the way we plan, but having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and family

By |2021-05-01T11:23:42+11:00May 1st, 2021|Categories: Our News|Comments Off on Why insurance matters

Helping your children, financially speaking

As a parent you probably have great expectations for your child. They will have everything you had and more! You will consider their every need and make the most of every opportunity to help them get ahead, right?  Whilst every parent wants their child to be healthy, happy and financially secure, figuring out how to

By |2021-04-01T11:00:47+11:00April 1st, 2021|Categories: Our News|Comments Off on Helping your children, financially speaking

Understanding some of the aged care terminology

Aged care is a complex and emotive topic and many people don’t think about their aged care needs until the time to do something is upon them – at which point the options can be limiting. This article explains a couple of the key areas to consider around your aged care plan. Arranging an aged

By |2021-03-01T11:59:26+11:00March 1st, 2021|Categories: Our News|Comments Off on Understanding some of the aged care terminology

Cash flow can make or break your business, so take time to safeguard it

According to a recent survey by research firm East & Partners for lender Scottish Pacific, nearly 80 per cent of owners of small and medium enterprises said cash flow issues caused them the most sleepless nights.[1] So what might you do to improve your cash flow and sleep better at night? Here are five tips.

By |2021-03-01T11:59:31+11:00March 1st, 2021|Categories: Our News|Comments Off on Cash flow can make or break your business, so take time to safeguard it
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