Tag Archives: Financial Planning
Our financial planning articles provide information about building wealth, managing investments, planning for retirement and protecting your financial future. Learn about strategies and legislative changes that may affect your financial plans.
Based in Noosa, our experienced financial advisors support individuals, families and business owners on the Sunshine Coast, throughout Queensland and Australia-wide. We offer in-person, telephone and virtual appointments.
Working from home and occupancy costs
When rent, mortgage interest, and home office costs may be deductible A recent Administrative Review
Tax deductible work clothing
ATO rules on claiming work-related clothing expenses The tax deductibility of clothing is a topic
The Great Wealth Transfer: Are you ready?
Tax traps and estate planning tips. Over the next few decades, Australia is expected to
CGT consequences of divorce and relationship breakdown
Some CGT consequences of divorce and relationship breakdown. If you are getting divorced or separated
Unlocking savings: Your guide to Government Concession Cards
What are Federal Government concession cards? Government concession cards, including the Commonwealth Seniors Health Card,
Self education deduction expenses
Deductibility of self-education expenses Many people spend their own money on attending courses that will
What happens if you don’t have a valid will?
No will? What happens? When someone passes away without a valid will, this is known
What you need to know about buying off-the-plan and CGT
Buying off the plan and Capital Gains Tax. If you buy a property in an
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