TIME TO BECOME A FIRST HOME SUPER SAVER!
Financial Advice
  • December 22, 2021

TIME TO BECOME A FIRST HOME SUPER SAVER!

The government introduced a scheme in 1 July 2017 to help first home buyers boost their deposit.

Known as the First Home Super Saver Scheme (FHSS). This allows individuals to make voluntary contributions of up to $15,000 per year (subject to super contribution caps) and $30,000 in total under the scheme. Read the article for information.

Spotlight on Bree Hanslow – Authorised Rep
  • December 15, 2021
Spotlight on Bree Hanslow – Authorised Rep

All of MB+M OzPlan’s Authorised Representatives are experienced Financial Planners.  Each Rep, however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Bree Hanslow tick …

What is the number one problem our Wealth Creation client’s want solved?
  • December 03, 2021
What is the number one problem our Wealth Creation client’s want solved?

With 5 Authorised Representatives, we are pleased to have the largest group of Authorised Representatives in the Goulburn Valley.  Each of our Reps offer great Financial Planning advice but also specialise in their favourite discipline.  For you, our client, this means your Financial Planner can bring in the expertise from any of the team.  Effectively, 5 specialists at your fingertips!

Is it a scam?
  • November 24, 2021
Is it a scam?

Investment scams occur more often than you may think. New data released from Scamwatch Australia has reinforced the sophistication and rapidly growing number of scams each year in Australia.

Incoming Wage Theft Laws: Victorian Employers Warned.
  • July 06, 2021
Incoming Wage Theft Laws: Victorian Employers Warned.

A warning has been issued to Victorian employers ahead of new wage theft laws coming into effect from 1 July

The new laws, which made Victoria the first state to criminalise wage theft announced last year, will see employers who withhold a range of entitlements face fines of up to $198,264 for individuals, $991,320 for companies and up to 10 years’ jail time.

The Value of Cashflow Forecasting During a Crisis
  • June 08, 2021
The Value of Cashflow Forecasting During a Crisis

Every business wants a strong cashflow and good margins. A business cash flow forecast will give you vital business intelligence to help you scenario-plan, search for cost-savings and look for strategies that will preserve your cashflow position.

Tax Tips for Property Investors
  • May 31, 2021
Tax Tips for Property Investors

If you have income from investment properties, now is the time to gather your records and reviewing your expenses for the 2021 financial year. Tax tips for investors highlights what you need to do.