Financial Advice
What happens to my Super when I die?
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.

Spotlight on Jeremy Hall – Authorised Rep
Financial Advice
  • 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 …

Tax Compliance
How to cut your tax and boost your Super – Salary Sacrifice
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.

Budget update – March 2022
Tax Compliance
  • 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.

Business Growth
Business reset – let’s tick some New Year boxes
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 …

Important Updates for Business Owners
Business Growth
  • 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.

Recent Posts
Tax Compliance
  • 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.

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.

Payroll and Superannuation Update
Video
  • 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.

Financial Advice
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.

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.

Financial Advice
  • 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 …

Tax Compliance
  • 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.

Financial Advice
  • 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 …

Financial Advice
  • 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 …

Financial Advice
  • 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 …

Tax Compliance
  • 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?