Are you prepared for Aged Care?
mbm
  • June 06, 2022

Are you prepared for Aged Care?

No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and it is crucial to get prepared and have these difficult discussions now in preparation for potential changes in aged care.

Are you prepared for Aged Care?
Are you prepared for Aged Care?

No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and it is crucial to get prepared and have these difficult discussions now in preparation for potential changes in aged care.

Salary sacrifice – Tips for employers
  • 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.

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

Tax Planning – Tax deduction opportunities with Superannuation
  • 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?

Sustainable Investments
  • April 20, 2022
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.

What happens to my Super when I die?
  • 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.

READY TO TAKE CONTROL OF YOUR FINANCIAL FUTURE?

Take control today, and rest assured that
your SMSF is in safe hands with MB+M.
Your money, your investment, your decision.

Shepparton

23 Nixon Street, Shepparton, Vic 3630

Numurkah

106-108 Melville Street, Numurkah, Vic 3636

03 5821 9177