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.
Concessional super contributions vs mortgage paydown. What’s the smarter move?
Super contributions versus mortgage paydown. If you have some extra cash, you might be deciding
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
The CGT exemption for land adjacent to a home
Capital gains tax on land. The rules surrounding when a home will be fully exempt
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
2022 Federal Budget Wrap – What’s in it for you and your Business?
2022 Federal Government Budget Wrap What’s in the Budget you and your business? The 2022/23
ATO’s new crackdown on discretionary trusts
The Australian Taxation Office (ATO) cracks down on discretionary trusts. The ATO has just updated
New reporting obligations for self-managed super funds
SELF MANAGED SUPER FUNDS AND INFORMATION AND ASSISTANCE. Some self-managed superannuation funds (SMSF’s) will be
Downsizer super contributions
INFORMATION ABOUT DOWNSIZER SUPERANNUATION CONTRIBUTIONS. The commencement date for the ability to make a downsizer