- 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.
- September 16, 2020
How Can I Boost My Super and Pay Less Tax?
A common question often asked by clients who are over the age of 50 and approaching retirements is, “how can I boost my super and pay less tax?” Understandably, people often get anxious as they inch closer to retirement and away from a regular wage. Our Wealth. Creation Team walks you through how.
- June 26, 2020
Tax Planning Part 2: Trust Distribution Resolutions
In Tax Planning Part 2: Trust Distribution Resolutions, Matthew McDowall – Accountant Adviser, explains why distributions into Discretionary/Family trusts will need to be completed by 30th June each year to advoid paying 47% tax.
- June 22, 2020
Tax Planning Part 1: Secrets To Minimising Your Tax
In Tax Planning Part 1: Secrets to Minimising Your Tax, Matthew McDowall – Accountant Adviser, explains the secrets of minimising your tax and increasing your wealth.
- March 11, 2020
When is your investment a failure?
Bree Hanslow – Financial Planner discusses her personal experience with the decision over what investment, and the consequences of her decision
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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.