2017 Financial year in review
Useful summary of the 2016 – 2017 Financial year. Thanks to Shane Oliver from AMP Capital.
July 25, 2017
The Latest News - Things You Need To Know
6 steps to protect the future of the family business
To ensure continuity, a succession plan is absolutely essential for every family business. And this is regardless of whether the family runs a global empire, family farm or corner store.
July 21, 2017
Planning ahead for the “Sandwich Generation”
Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be
July 12, 2017
The ‘what, why and how’ of contributing to super
With so many changes to super in recent times, comparing to the past can be confusing for your readers. Focusing on the present, this article starts afresh giving an overview of the current superannuation contribution options.
July 5, 2017
How the Family Home Can Affect Aged Care Fees
Residential aged care is playing an increasing role in helping many older Australians enjoy comfortable and carefree lives. However, one of the tasks for anyone assisting an elderly relative with
June 23, 2017
Salary Sacrificing is Not Just About Super
When most people think of salary sacrifice they think of superannuation. It’s pretty easy to see why. If someone earning $100,000 a year takes the last $10,000 of that amount
June 16, 2017
PRESS RELEASE – True Independent Advice Makes its New Base in Maroondah
After living locally in Ringwood North for over 17 years, Corin Jacka and his financial planning business, Priority1 Wealth Management Group jumped at the chance to set up shop at
May 23, 2017
Responsibilities of an Executor
If you’re the eldest sibling in the family, or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen
May 19, 2017
First Home Savers, Downsizers and Small Business are the Winners in Treasurer Scott Morrison’s Second Budget – While Taxpayers Face an Increase in the Medicare Levy
Note: These changes are proposals only and may or may not be made law. On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year.
May 10, 2017
Transition to Retirement Strategy – Down, But Not Out
Thanks to changes to superannuation, from 1 July 2017 Transition to Retirement (TTR) pensions will lose a little of their gloss. Instead of the earnings on the investments that support
May 9, 2017
The Ins and Outs of ‘in Specie’ Contributions
An ‘in specie’ contribution may sound like something your doctor would ask you for, but it’s actually a way in which non-cash contributions can be made to your self-managed superannuation
April 29, 2017
Smart End of Financial Year Strategies 2016/17
With the end of the financial year approaching, it’s a great time to make smart decisions about your finances. Taking action before 30 June can open up more opportunities for you.
April 29, 2017