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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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Minimum superannuation pension payments for SMSF
Minimum superannuation pension payments for SMSF You’ve worked hard all your life, and you’ve finally reached the point where you can start to draw down on your superannuation. You may have fully retired, or you could be partaking in a transition to retirement strategy. Either way, you have met the conditions of release, and you are ready to draw down. One […]
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Super contributions caps for the 2015/2016 year
Super contributions caps for the 2015/2016 year As the end of the financial year rapidly draws to a close, have you thought to check your super contributions? Below is a brief overview of  the superannuation contribution caps for the 2015/2016 financial year – don’t leave it too late! Concessional (before-tax) contributions 2015/2016 A concessional contribution is a contribution that is made by […]
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Why is an Independent Financial Adviser different?
Why is an Independent Financial Adviser different? We are passionate about providing financial advice to clients of all shapes, ages and sizes. Financial advice is in our blood, it’s more than just what we do. It is about who we are, how we live, and how we want our names to be remembered when we close the door. There is nothing we […]
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