Category Archive: Financial Planning – General

  1. Does ‘transition to retirement’ or TTR, still work?

    Like so many questions involving superannuation, the answer is ‘it depends’.   Here is a great article about the advantages and disadvantages of the transition to retirement or TTR by Peter Kelly from the September 2017 Prepare for Life Publication. Many readers will be familiar with a popular superannuation strategy referred to as ‘transition to […]

  2. End of 2015-2016 Financial Year Checklist for SMSFs

    The end of the financial year is only a few weeks away, so it is the perfect opportunity for practitioners to engage with trustees to ensure steps are put in place for the coming year. There are five key areas practitioners can cover off with trustees before 30 June. 1. Maximise use of the available […]

  3. Tax Tips For 2015-2016 Financial Year

    Top tax tips Tackling your tax in 2016 It’s tax time again. Follow our top tax tips to make tax time a breeze. Pull together your paperwork Claim your deductions Lodge your tax online or with a tax agent Lodge your return before the deadline Pull together your paperwork Before you lodge your tax, you […]

  4. Financial Considerations For Young Families

    Your most valuable asset is your family. It’s not worth leaving your family’s wellbeing to chance. With sensible money management and a few simple strategies, you can give your family the reassurance of financial security. See what’s involved in managing your family finances and rearing money smart kids. Teaching kids about money Giving kids pocket […]

  5. What is my home worth?

    What your home is worth depends on who you ask… According to the Real Estate Institute of Australia, the median house price in Sydney is $929,842. At the other end of the scale, Hobart’s median house price is $382,500. The median price across the whole nation is $658,608. If you are about to enter residential […]

  6. The 2015 Christmas Hangover

    The euphoria of Christmas 2015 and New Year 2016 has passed. Hopefully, for most of us the two week Christmas holiday will be a pleasant memory, filled with images of family, friends, gifts, food, laughs and good times. Towards the end of January the cold hard reality of what you may have spent in the […]

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