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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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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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