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Retirement Income and Tax

Nov 13, 2020 | Financial Literacy, Financial Planning, Retirement, Superannuation, Taxation Planning

How much tax you pay on retirement income depends on your age and the type of income stream. For most people, an income stream from superannuation will be tax-free from age 60. How super income streams are taxed Types of super income streams Income from super can be...

Time to think about End of Financial Year opportunities

May 1, 2020 | Financial Literacy, Financial Planning, Taxation Planning, Uncategorised

Here are some key opportunities to consider leading up to 30 June. Overview With the end of financial year (EOFY) approaching, now is a great time think about actions you could be taking before 30 June to build wealth tax-effectively. As per previous EOFYs, key...

Key end of financial year (EOFY) opportunities and issues

Feb 22, 2020 | Finances, Financial Literacy, Financial Planning, Taxation Planning, Uncategorised

Here are some key opportunities and issues to consider in the lead up to 30 June. Overview With the end of financial year (EOFY) approaching, now is a great time to consider the actions you could be taking before 30 June to build their wealth tax-effectively. As per...

Is paying your mortgage off quicker really the best option?

Jan 10, 2020 | Finances, Financial Literacy, Financial Planning, Interest rates, Investing, Lending, Loans, Superannuation, Taxation Planning

Not so long ago one of the most effective, low risk wealth creation strategies was to use spare savings to pay down a mortgage, either directly or via the well disciplined use of an offset account. If your mortgage interest rate was 8% per annum, that’s the effective,...

5 small business strategies for kick-starting the financial year

Jun 27, 2019 | Finances, Financial Literacy, Financial Planning, Insurance, Taxation Planning

How often do you give your business finances a tidy-up? As another end-of-financial-year rolls by, now is as good a time as any to undertake a bit of housekeeping. The stresses of running a small business often see us rushing, unprepared, towards June 30th. It’s that...

Tax rules do not treat all income equally

Jun 20, 2019 | Finances, Financial Literacy, Financial Planning, Taxation Planning

Anyone who has completed their own tax return will know that the tax office treats different types of income differently. Bank interest is recorded in one section, dividends from shares in another and managed fund distributions somewhere else. And unless you are...
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The information contained within this site has been prepared by Priority1 Wealth Management Group Pty Ltd. Priority1 Wealth Management Group Pty Ltd is a Corporate Authorised Representative of Priority1 Wealth Management Group (Australia) Pty Ltd (AFSL 324472). It contains general advice only and has been prepared without taking into account the objectives, financial situation or needs of any individual. Priority1 has endeavoured to keep all information current and accurate, however you should speak with a Priority1 advisor before making any financial decisions. Do not act on the information within this site alone, as the decisions you make may not be appropriate to your personal goals and objectives, and you may not be aware of the risks you are taking.

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