by Claire | May 29, 2017 | Tax Services
How can I reduce my tax bill? As the month of June rapidly approaches it is topical for us all to think about what we can do to reduce our income tax bill. Of course long-term tax planning is the most appropriate way of managing our income tax costs, however,...
by Claire | May 1, 2017 | Specialist Services
Buying Property through a Self Managed Superannuation Fund (SMSF) Using a Self Managed Superannuation Fund (SMSF) to buy property is becoming more and more popular, but one needs to consider a variety of factors before jumping in. We have recently established SMSFs...
by Claire | Mar 27, 2017 | Specialist Services
Superannuation Changes in 2017 There has been significant mention in the media in recent times about superannuation changes coming into effect on 1st July, 2017. We recommend that anyone who thinks that they may be affected should contact their financial adviser as...
by Claire | Feb 22, 2017 | Business Services
What’s your biggest asset? “’What’s your most valuable asset?’ is a question that we ask many clients,” said Demelza Lister, financial planner at Potts & Schnelle Financial Planning, “the answer is generally, their house,...
by Claire | Feb 9, 2017 | Business Services
Have you got enough Life Insurance? The question of, how much life insurance is enough, is frequently asked in the financial planning sector. Researchers commonly find that most Australians are “chronically under-insured”. That means that they don’t have enough cover...
