Time to think about End of Financial Year opportunities
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
May 1, 2020
Taxation Planning
Key end of financial year (EOFY) opportunities and issues
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
February 22, 2020
Is paying your mortgage off quicker really the best option?
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
January 10, 2020
5 small business strategies for kick-starting the financial year
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
June 27, 2019
Tax rules do not treat all income equally
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
June 20, 2019
Smart super strategies for this EOFY
Want to help boost your retirement savings while potentially saving on tax? Here are some smart super strategies to consider before the end of the financial year. 1. Add to
May 9, 2019
Financial advice is not the same for everyone
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning, but underpinning the whole process
March 22, 2019
Reminder: Do you need to claim a personal tax deduction for superannuation contributions you made
If you have made a personal contribution in the last financial year and wish to claim it as a tax-deduction you will need to complete a valid Notice of Intent
August 31, 2018
New Superannuation Contribution Opportunities
We wanted to bring your attention to some updated superannuation rules that came into effect on 1 July 2017 that may create new opportunities this financial year for you, your
June 2, 2018
Smart strategies for the End of Financial Year
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1. Add to
May 18, 2018
Get ready for June 30 – NOW!
When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open
April 20, 2018
Should I pay off my mortgage or contribute to super?
One of the most popular questions we are asked by our clients is whether it’s best to pay off their mortgage first or salary sacrifice money into their super fund
March 16, 2018
Newsletter
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