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.
Self-Manged Super Funds: A suitable path to retirement control?
Self-managed super funds: A suitable path to retirement control? Self-Managed Super Funds (SMSFs) are a
CGT consequences of divorce and relationship breakdown
Some CGT consequences of divorce and relationship breakdown. If you are getting divorced or separated
Self education deduction expenses
Deductibility of self-education expenses Many people spend their own money on attending courses that will
What to do if you exceed your super contribution caps
Understanding the tax consequences and your options when contribution limits are exceeded Superannuation is a
Helping your kids buy their first home using super
Buying your first home with super. If you want to give your children a head
Family trusts are great, but beware of disadvantages
The disadvantages of family trusts. The tax advantages of using a family trust are well
What you need to know about the Home Equity Access Scheme (HEAS)
How eligible retirees can access extra income using their home’s value.
EOFY tax and superannuation checklist – 30 June 2025
The ultimate tax and super checklist. When the end of the financial year is upon
Get on the front foot for your 2024–2025 tax return
Expert 2024-2025 tax return advice. Here are some more detailed tips relating to a couple
Small-scale subdivision and property development
The tax implications of subdividing your property. So, you’ve decided to knock down your home