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.
Superannuation and binding death benefit nominations explained
What happens to your super if you die? When it comes to superannuation, many people
Writing a will in a tax-effective manner
Wills and capital gains tax (CGT) issues. When a person writes a will, they usually
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
Proposed Division 296 tax: Key issues and implications
Division 296 tax information. The proposed Division 296 tax, scheduled to begin on 1 July
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
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
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
We may need to talk about your family trust
Family trust set up and advice. Recent court decision affecting family trusts. You may have
Reducing the Risk of Crypto Scams
ASIC has released fresh and timely information around crypto scams. Scammers use cryptocurrencies, like bitcoin or
Proposed Tax on $3M Super Balances
Individuals with large superannuation balances may soon be subject to an extra 15% tax on