ARTICLES

 

What can I claim as a deduction?

When completing your tax return, you are entitled to claim deductions for most expenses which are directly related to you earning your income.According to the ATO, to be able to claim a work-related deduction the following criteria must be met;You must have spent the...

What assets are your Super invested in & does it matter?

When faced with the different investment choices for your Super what do you do?The governments MY Super option’s follow a lifecycle investment strategy, more risk when you are young and then more conservative as you get closer to retirement age.Typical mix for a...

How Do ‘Pay Later’ Schemes Affect Your Borrowing?

It seems like every day there is a new ‘pay-later’ service being introduced in the store front windows of your favourite shops. They promise ‘easier,’ ‘more manageable’ repayments – while having the freedom of enjoying your purchase sooner. But how do these enticing...

Simple steps to reach achievable goals

As financial advisers one of the most common mistakes we see with our clients is poor planning.If you fail to plan, you plan to fail.Below are some simple steps to assist with planning to achieve your goals.Identify what the goal is Over a few days think about what it...

Prepare! Prepare! Prepare!

When seeing any professional it is important to be time efficient especially if you are paying for their time. A way to save time and get the right advice is often about asking the right questions. Being prepared for your appointment with your accountant or adviser...

How Many Properties Do You Have?

Our client, Craig, is excited! He has two (2) Investment Properties being built with FAA Property approved Builders!Craig met with Peter who identified what Craig’s retirement plans & goals were and started Craig on a journey to achieve them.Now Craig has one...

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The specialist can provide a free financial assessment and evaluate the impact on your individual circumstances.
We provide a holistic service and can assist you in all areas of your financial life.