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Posted by Jessica Hall on 8.08.2019

Building your Superannuation Balance

There are two types of contributions that can be made to your super account, concessional contributions and non-concessional contributions:

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Topics: Superannuation, Retirement Planning, Wealth creation

Posted by Haley Bilston on 8.08.2019

Are You On Track?

Although we are only just starting the second month of the new financial year, it is a good time to revisit the goals you have set for the year to determine if you are on track to achieving those, or if you may need to adjust your path.

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Topics: Business Improvement, Retirement Planning, Business Planning, Personal Financial Planning

Posted by Neville Hughes on 12.04.2019

The Three Categories of Succession Planning

There are many benefits to being a small business owner such as being your own boss, leading a team and the ability to give back to your community. A well-funded retirement account, though, is not one of these many benefits. Most of us believe that, when the time is right, we will sell our business and easily transition into retirement on the earnings generated from the sale. It’s certainly an appealing scenario. To pull it off, however, takes years of preparation and careful planning. This succession planning can be broken down into three categories – people, systems and finances.

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Topics: Business Improvement, Retirement Planning, Business Planning

Posted by Neville Hughes on 28.03.2019

Family Trusts, Private Companies and Centrelink - what does it mean for your age pension?

You’d be surprised at the number of people who are all excited about getting to age pension age (65) and head down to Centrelink and do all the paperwork, only to be told they will get a smaller pension, or no pension at all, because they are the trustee, appointor or beneficiary of a designated family trust or a director or shareholder of a designated private company.

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Topics: Retirement Planning, Business Planning, Personal Financial Planning

Posted by Jessica Hall on 10.01.2019

Don't dream it. Do it! How to reach your financial goals

What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is the need for a plan to make it happen. Whether you’re looking to save for an overseas holiday next year or you’re working towards a retirement free of money worries, making a financial plan is an important step in the right direction.

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Topics: Retirement Planning, Personal Financial Planning, Wealth creation

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