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Benefits of Financial Advice

Everyone has different goals in life. But whatever your goals, getting advice from a qualified financial adviser will help you articulate your plan and can help you achieve your goals – soon. It’s not just about planning for the future either. A financial adviser can help adjust your current situation as well as preparing you and…

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Employer Contributions Tax & the ATO Supervisory Levy

Another year, another tax payable. WHY? Its extremely important to understand the key benefit of a SMSF and that is its concessional tax rate as compared to a members personal tax. Importantly its not all about a “tax refund” generally any losses are carried forward in the super environment. There will be on many occasions…

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Binding Death Benefit Nomination

In setting up and running a Self Managed Superannuation Fund (“SMSF”), its important to ensure that you have the key ingredients to success including financial advice, Trust Deed and an Investment Strategy. However, what about death and incapacity, how can you take care of your loved ones? In a ‘Will,’ we outline our wishes for…

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Budget delivered – Superannuation shake-up

The budget has been handed down and as suspected, Treasure Scott Morrison has handed down the biggest shake up in over a decade targetting high income earners. There are major changes for Superannuation Funds, particularly, those who utilise the contribution caps – both concessional and non concessional. The changes are hot off the press however…

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