Financial Advice
- April 12, 2022
What happens to my Super when I die?
It’s important to understand what can happen to your Super when you die. We look at 3 different scenario’s to help you think through your Superannuation situation.
- March 09, 2022
Spotlight on Jeremy Hall – 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 Jeremy Hall tick …
- May 16, 2022
Salary sacrifice – Tips for employers
- April 20, 2022
Payroll and Superannuation Update
- April 12, 2022
What happens to my Super when I die?
- March 09, 2022
Spotlight on Jeremy Hall – Authorised Rep
- February 16, 2022
Director ID – what is it and how can I apply?
- February 08, 2022
Spotlight on Myles Martin – Authorised Rep
- January 28, 2022
Spotlight on Vince Gagliardi – Authorised Rep
- December 15, 2021
Spotlight on Bree Hanslow – Authorised Rep
Tax Compliance
- May 11, 2022
How to cut your tax and boost your Super – Salary Sacrifice
Simply talking to your employer about setting up an arrangement to “sacrifice” some of your pre-tax salary could potentially lower your tax bill – and boost your retirement nest-egg.
- March 30, 2022
Budget update – March 2022
MB+M’s Anthony Pearson and Vince Gagliardi talk through last night’s Federal Budget handed down by Josh Frydenberg. Watch their video below to see what will affect you.
- May 16, 2022
Salary sacrifice – Tips for employers
Business Growth
- December 22, 2021
Business reset – let’s tick some New Year boxes
Happy New Year! 2022 has ticked over and it’s time to tick off some New Year business boxes!
Now is the perfect time to reflect and reset your business for the new year. It’s time to grab a pen and paper, sit down with a cuppa and ask yourself …
- November 03, 2021
Important Updates for Business Owners
With another BAS Period coming to a close, Matthew McDowall from the Xero team has put together a short video describing a recent addition to the GST Activity Summary report, Unfiled GST Amounts.
Xero have added this new feature to pick up the transactions that can sometimes get missed when completing your activity summary due to timing of transactions and coding.
- December 22, 2021
Business reset – let’s tick some New Year boxes
- November 03, 2021
Important Updates for Business Owners
- October 04, 2021
Xero Activity Statement Reporting – Unfiled GST Amounts
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Recent Posts
- May 16, 2022
Salary sacrifice – Tips for employers
Allowing your employees to salary sacrifice can help them reduce their tax bill and it boosts engagement with your business. Another overlooked benefit is if your employee salary sacrifices into their super, you can claim a tax deduction for their contributions, as they are considered employer contributions.
- May 11, 2022
How to cut your tax and boost your Super – Salary Sacrifice
Simply talking to your employer about setting up an arrangement to “sacrifice” some of your pre-tax salary could potentially lower your tax bill – and boost your retirement nest-egg.
- April 20, 2022
Payroll and Superannuation Update
MB+M’s Lori Hall talks about Single Touch Payroll – Phase 2, Superannuation Stapling and SGC – $450 Threshold removal. Find out how this affects you and your business.
Sustainable Investments
For many people, there is much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want to be assured that their investments align with their values.
- April 12, 2022
What happens to my Super when I die?
It’s important to understand what can happen to your Super when you die. We look at 3 different scenario’s to help you think through your Superannuation situation.
- March 09, 2022
Spotlight on Jeremy Hall – 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 Jeremy Hall tick …
- February 16, 2022
Director ID – what is it and how can I apply?
The new requirement to obtain a director ID applies to all individuals who are a Director of a company including those who have an SMSF with a corporate trustee.
- February 08, 2022
Spotlight on Myles Martin – 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 Myles Martin tick …
- January 28, 2022
Spotlight on Vince Gagliardi – 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 Vince Gagliardi tick …
- 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 …
- April 27, 2022
Tax Planning – Tax deduction opportunities with Superannuation
Did you know, there are also some excellent tax benefits you can take advantage of right now – just by making your own voluntary superannuation contributions?
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- And more!
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Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.