Financial Planning

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Tax Alert March 2023 Family trust rules and new guidance on contractors

The Australian Taxation Office (ATO) has confirmed its position on family trust distributions, while also providing employers with new information to simplify completion of Single Touch Payroll (STP) activity statements. Here are some of the latest developments in the world of tax. Read more
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Time to refinance? Considerations for mortgage holders and businesses With the cost of living continuing to rise, it can feel increasingly hard to make ends meet in terms of your personal finances, and it can also be challenging running a business in an inflationary environment. One way of combatting inflation is to reduce the escalating cost of borrowing by reviewing your current arrangements. Read more
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Transitioning into retirement: What you should know Deciding on your retirement funding options in retirement comes down to what makes the most sense for you. Read more
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8 retirement mistakes and how to avoid them Retirement is a phase of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time work or volunteering. Read more
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Stepped vs level premiums: which is best? These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover held this way is often inadequate. Read more