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8 ways to overhaul your finances in 2015
8 ways to overhaul your finances in 2015 The start of a new financial is the ideal time to give your finances a makeover. It doesn’t matter whether you’re young and saving for your first home, a single or double income family with children in education; or a retiree – everyone can benefit from rethinking their financial and lifestyle goals once in a […]
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Prestigious awards program names Maddern Financial a finalist
Prestigious awards program names Maddern Financial a finalist Maddern Financial Advisers have been named a finalist in the Independent Financial Adviser Excellence Awards for 2015. The Melbourne financial firm has been named a finalist in the Group Awards (Boutique Group of the Year) and Individual Awards (SMSF Adviser of the Year), among 67 finalists of Australia’s best non-aligned financial advice practitioners and businesses […]
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Why does an SMSF need an investment strategy?
Why does an SMSF need an investment strategy? All Self Managed Superannuation Funds (SMSF) must have a valid investment strategy. An investment strategy sets out a fund’s investment objectives and how the members plan to achieve them; we call it a cookbook for your super. It describes the personal circumstances of all the fund members, including their age and risk tolerance and provides […]
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Federal Budget 2015 Snapshot
Federal Budget 2015 Snapshot Small business is a sector that came out a clear winner from the 2015-16 federal budget delivered by the Treasurer Joe Hockey. Despite the lead-up mutterings that the budget was going to be “dull and boring”, there were nevertheless a few surprises contained in the pages of the budget papers. Many key budget announcements that […]
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How Australians spend their tax refunds (and why you should consider Tax Planning)!
How Australians spend their tax refunds (and why you should consider Tax Planning)! We are part-way through May, with the final siren due to ring for the end of financial year only a mere 49 days away. The 2014 MoneySmart poll provided a great insight into what Australians actually did with their tax refunds in the 2014 financial year. Not surprisingly, the vast majority of taxpayers used the funds to […]
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