Welcome to 2014 – what now for investors?
I welcome you and your family to 2014, I hope this will be a prosperous year for all investors. 2013 was the best year for share market growth since 2009. The years 2012, & 2013 were good years for Investors, particularly those who have taken advantage of Dollar Cost Averaging (DCA). In January ’13, the S&P/ASX 200 […]
‘Tis the season to be merry, can I give my staff a tax deductible gift?
This year has passed by faster than ever, and it is unbelievable we are only a week from Christmas now. Many small business owners like to thank their employees around this time of year, in the spirit of giving and appreciation. We often have enquiries from business clients, as to how they should classify gifts […]
Business Owners – Can I give a Christmas gift to my clients?
At this time of the year it is common to provide gifts to existing clients and customers as an act of goodwill and as a thank you for their custom and support of your business. As the gift is an expense to your business it is generally considered to be a tax deduction. The ATO […]
How much work is an SMSF?
The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
Maddern Financial team meet Federal Finance Minister, Superannuation Minister
Several members of the Maddern Financial Advisers team recently contributed to the Association of Independently-Owned Financial Professionals onshore conference in Hobart. As part of his deep commitment to the non-aligned approach of our Advice business, Dennis sits on the board of this important association. The ideology of the event is to bring together in unity […]
Maddern Private Wealth Pty Ltd – Budget Wrap
Tonight, 15 May ’13 we will conduct a Budget Wrap for our Private Wealth Clients – https://www.maddernfinancial.com.au/private_wealth/seminar/ Our information session will present the highlights (and lowlights) of this year’s Budget. This Budget will prove to be interesting considering that a deficit is imminent and significant changes to superannuation have been proposed that would impact nearly […]
Not all Accountants are created equal. A guide on how to select a great one.
If you have ever wondered what sets a great Accountant out from the rest, then this video is for you. There are many different types of Accountant out there, and it is vital to choose one that is right for you – the cookie cutter approach is not always the best option. In this video, […]
Taking control of your superannuation is something that everyone can do – with SMSF knowledge from a
It is said by Australia’s foremost expert on taxation and superannuation that the SMSF is the world’s greatest retiree tax haven. Many people feel that SMSF’s are a complex subject, and beyond their understanding of taxation and superannuation rules and regulations. But whether you are a wealthy retiree or a young wealth accumulator, an SMSF […]
ASX tops 5000 points – best since 2010
The Australian sharemarket index moved through the 5000 mark for the first time since 2010 yesterday as consumer confidence lifted, and Australia’s blue-chip companies’ half-year results beat investor expectations, e.g. CBA had a brilliant half year profit. Consumer confidence reached its highest level since Christmas 2010 as rising local and international equity markets set a […]
SMSF – get the facts Seminar – 7 February ’13
Last night, 7 February ’13 Maddern Private Wealth & Maddern Accountants held a SMSF – get the facts! Seminar. We held the seminar at our office in Malvern from 6:30pm to 7:30pm. Attendees were made up of Clients & potential new Clients. The feedback was exceptional, as was the food, wine, and coffee! Thanks […]