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Why it’s best to plan for unexpected events – SMSFs

Have you considered what you will do if an unexpected event occurs? Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving [...]

By |2018-08-06T15:42:46+00:00August 6th, 2018|Categories: Blog, Featured, Financial Advice, SMSF|Tags: , , |

June 30 Tax Tips 2018

BUSINESS TIPS. Business Income and Expenses... Consider strategies to defer income until after 30 June or bring expenses forward into June, especially if you expect lower income for next year. Ensure that your tax deductions are allowable: Bad debts must be written off before 30 June Super contributions must be paid before 30 June and [...]

June 30 Superannuation Tips 2018

With the end of the financial year fast approaching, now is the perfect time to ensure your superannuation strategies are in place before 30 June. Contribution caps Before the end of the financial year you should: Review if you have any income available to contribute to your fund; and Review your total contributions to ensure [...]

Sustainable Investing – ESG explained…

Environmental, social and governance - ESG - refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. These criteria help to better determine the future financial performance of companies (return and risk). ESG concerns are vast, and the list below represents the core areas [...]

By |2018-09-14T15:22:31+00:00May 26th, 2018|Categories: Blog, Featured, Financial Advice|Tags: , |