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.

Reducing the Risk of Crypto Scams

ASIC has released fresh and timely information around crypto scams. Scammers use cryptocurrencies, like bitcoin or [Continue reading...]

Proposed Tax on $3M Super Balances

Individuals with large superannuation balances may soon be subject to an extra 15% tax on [Continue reading...]

Crystalising Capital Losses

It’s been a particularly difficult 12 months for investors. On the superannuation front, we now [Continue reading...]

Rental Expenses in Excess of Income Not Deductible

With many parts of Australia in the grip of a rental crisis, a significant number [Continue reading...]

Capital Gains Tax implications of using your home as a place of business during COVID

The COVID-19 pandemic has resulted in more employees working from home than ever before. This, [Continue reading...]

Emerging risks for SMSFs and property development

An increase SMSFs purchasing real property to be sold or rented out. There has been [Continue reading...]

QLD State Government support in response to Coronavirus

In addition to the Australian Federal Government economic stimulus package in response to the Coronavirus, [Continue reading...]

Can you claim travel to your investment property as a tax deduction?

TRAVEL EXPENSES AND PROPERTY INVESTMENT TAX DEDUCTIONS. From 1 July 2017, property owners cannot deduct [Continue reading...]

New reporting obligations for self-managed super funds

SELF MANAGED SUPER FUNDS AND INFORMATION AND ASSISTANCE. Some self-managed superannuation funds (SMSF’s) will be [Continue reading...]

Downsizer super contributions

INFORMATION ABOUT DOWNSIZER SUPERANNUATION CONTRIBUTIONS. The commencement date for the ability to make a downsizer [Continue reading...]