Category Archives: Financial Planning
Financial Planners Noosa.
Noosa and Sunshine Coast, Queensland (QLD)
Stratogen Financial Planning (Magnum Consilium Pty Ltd) is owned by Rob O’Donnell and we work very closely together so that we can offer clients access to both Accounting and Financial Planning services under the one roof.
Clients seeking comprehensive financial guidance beyond accounting services should engage with Stratogen Financial Planning’s licensed financial advisors who possess the expertise and regulatory authorisation to address their specific needs and goals.
Many people assume that financial planners only give advice on investments. The role of a qualified professional financial planner is much broader and involves looking at all aspects of your lifestyle, goals and requirements and developing a financial strategy suitable for you. The recommended strategy should help you reach your financial goals effectively and efficiently.
Based in Noosa, on the Sunshine Coast Queensland (QLD), we service clients around Australia.
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How eligible retirees can access extra income using their home’s value.
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Writing a will in a tax-effective manner
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How good CGT records can save you money
Capital gains tax records. Congratulations! Your investment has done well, and you’re cashing in. You’re[More...]
Proposed Division 296 tax: Key issues and implications
Division 296 tax information. The proposed Division 296 tax, scheduled to begin on 1 July[More...]
Superannuation concessional contributions. Can there be too much of a good thing?
Concessional contributions to superannuation. A fantastic way to grow your retirement savings and shrink your[More...]
Three great reasons to start a Transition to Retirement Pension (TTR)
Ease into retirement with a TTR pension. Thinking about easing into retirement but still need[More...]
