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The top 3 issues that every pre-retiree should be aware of For most Australians, a comfortable retirement is a long term goal that remains in the back of our minds for many years. Many of us (especially the baby boomers), watched our parents & grandparents struggle along on a Government pension and vowed never to do so ourselves. The Australian Bureau of Statistics (ABS) survey in […]
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Self Managed Superannuation Funds and Property Investment Property investing through your self managed superannuation fund (SMSF) can be a great way to create wealth for your retirement. Investing in property can be an effective way to diversify your superannuation investments, and any income from the investment property, including capital gains, may be taxed at concessional rates. This could mean a financial saving […]
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8 ways to transform your finances in 2015 The start of a new year is an ideal opportunity to give your finances a makeover. Regardless of whether you are a young wealth accumulator saving for a house, a single or double income family educating children and slogging away at your mortgage, or a retiree slowing down to enjoy the simpler things in life, […]
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How do I go about making a financial plan to achieve my lifestyle goals? Financial planning is simply a process designed to help you achieve your lifestyle objectives, by putting in place the necessary financial strategies and goals. As with any process, there are a number of steps that need to be followed in order to achieve the desired result: Understanding where you are right now Firstly we need […]
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Is it tax deductible to give my clients a Christmas or Thank-you gift? At this time of the year it is common to provide gifts to existing clients and customers as an act of goodwill and as a thank you for their custom and support of your business. As the gift is an expense to your business it is generally considered to be a tax deduction. The ATO […]
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