Act quickly before June 30 – to reap the benefits The recent Budget announcements could reduce your ability to contribute to super and its associated tax benefits. This time next year, new laws may have passed as a result of the recent Budget announcements. That means, super will more than likely be a different environment than it is today. The bottom line is you may not have the tax advantages or financial opportunities that are …
Protecting your wealth What is insurance? Insurance is a form of protection – a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are your belongings or your capacity to earn income. Everybody’s circumstances are different, but insurance is important for everybody. Your need for insurance will change as you move through the different stages of your …
Investing in your future What is superannuation? Superannuation, or ‘super’, is a way to save money for your future. It is important to understand how much super you’ll need, and how to best manage the money for your retirement…. Read More>>> Download the free PDF file
Federal Budget – what could it hold? Speculating about the likely look and feel of the 2016 Federal budget is fast becoming a national pastime. That’s largely because significant tax reforms are on the cards, with changes that could impact key wealth assets like property and superannuation. Any reforms are expected to help to plug the revenue gap created by the winding down of the resource boom, which has seen corporate profits (and consequently tax …
Investing in a holiday home Is it really your great Aussie dream? It happens every year. You’re strolling down the high street of your local beachside town enjoying a long hot summer with the family when a holiday home in the real estate agents’ window catches your eye. And you start thinking: “If we had our own place, we could go there all year ‘round and instead of contributing to someone else’s financial future we …
Should I take my super as a lump sum or not? When it comes to accessing your super, it’s important you make the right choice. You’ve spent your working life accumulating super. So when the time comes, are you better off taking a lump sum, regular income or both? Let’s weigh up the alternatives so you can start to consider what may be best for you. So should I take my super as a lump …
Neither FinancialPartners (Tas) Pty Ltd nor AMP Financial Planning Pty Ltd is endorsing these videos, they are provided for easy access to the latest Financial Information. See Disclaimer below for full details Please note there should be some caution in rolling over funds. There needs to be consideration of fees, Insurance and other features of the plans. We would suggest that you seek advice is this area.
EOFY (End of Financial Year) Tips Act before 30 June! There are strategies to help you pay less tax this year but you’ll need to get started before 30 June. Explore the tabs below to find out how to keep more of your money with our EOFY (End of Financial Year) Tips. Keep more in your hand this financial year With the financial year-end fast approaching, now’s the time to think about how you …
