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.
Selling property? Buyers must withhold and pay the ATO!
Information for foreign residents selling property in Australia and buyers purchasing from them. If you’re[More...]
We may need to talk about your family trust
Family trust set up and advice. Recent court decision affecting family trusts. You may have[More...]
Reducing the Risk of Crypto Scams
ASIC has released fresh and timely information around crypto scams. Scammers use cryptocurrencies, like bitcoin or[More...]
Proposed Tax on $3M Super Balances
Individuals with large superannuation balances may soon be subject to an extra 15% tax on[More...]
Crystalising Capital Losses
It’s been a particularly difficult 12 months for investors. On the superannuation front, we now[More...]
Rental Expenses in Excess of Income Not Deductible
With many parts of Australia in the grip of a rental crisis, a significant number[More...]
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,[More...]
Emerging risks for SMSFs and property development
An increase SMSFs purchasing real property to be sold or rented out. There has been[More...]
QLD State Government support in response to Coronavirus
In addition to the Australian Federal Government economic stimulus package in response to the Coronavirus,[More...]
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[More...]