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.
How much money do you need to retire? The latest numbers.
The latest ASFA figures estimate how much income and superannuation singles and couples may need
Attention: Property investors. Should you sell before 1 July 2027?
Existing capital gains are protected under the proposed 1 July 2027 CGT changes, so investors
Renting out your home, CGT and negative gearing changes
The new CGT and negative gearing rules may affect homeowners using the absence concession while
Granny flats: Beware of the CGT consequences
Building, renting or creating occupancy rights for a granny flat can have significant capital gains
What do the higher superannuation caps mean for you?
Higher concessional and non-concessional contribution caps from 1 July 2026 may create new opportunities to
Commonwealth Seniors Health Card: 2026 changes
Higher deeming rates from 20 March 2026 may affect Commonwealth Seniors Health Card eligibility for
Superannuation changes 2026
Six changes impacting your super in 2026 Superannuation rules are always evolving, and 2026 is
Permanent incapacity and superannuation
What does it mean you’re totally and permanently disabled? Can you access your superannuation?
Selling shares? Beware of all the CGT rules!
Selling shares and Capital Gains Tax With Trump’s tariffs causing big sell downs on share
Age Pension means test changes
What do the Age Pension means test changes mean for you? Starting 1 July 2025,