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.
The CGT retirement exemption concession: What a boon!
Capital Gains Tax retirement exemption concession. If you run a small business and sell it,
Family trusts are great, but beware of disadvantages
The disadvantages of family trusts. The tax advantages of using a family trust are well
Protecting your super from scams
Super scam protection With more than $4 trillion in superannuation, it’s no surprise scammers see
Reducing your tax bill while topping up your super
Reduce CGT using super. How catch-up contributions cut tax.
Super guarantee increasing to 12%
How much super should you receive? From 1 July 2025, your superannuation guarantee (SG) rate
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
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