What is Pre-Approval and why we recommend it…..

by | Sep 9, 2015 | What's New

What is ‘Pre-Approval’ and why you should obtain this before you sign a real estate contract….. What is pre-approval and what is subject to finance? Many first home buyers believe you don’t need pre-approval if you intend to use a subject to finance...

Super Funds in the black for the sixth straight year

by | Aug 19, 2015 | What's New

Despite the share market turmoil in June resulting from Greece’s debt crisis, super funds finished the 2014/15 financial year well in the black with the median growth fund returning 9.8% – the sixth straight positive annual return. The top-performing fund...

Young Professionals Package

by | Aug 18, 2015 | What's New

Are you a ‘Young Professional’ who: has simple financial affairs is interested in receiving solid strategic advice and financial education requires help to establish clear direction for their financial goals and aspirations?   Our ‘Young...

Changes to assets test thresholds and taper rates

by | Jun 24, 2015 | What's New

Effective date:  1 January 2017 As announced prior to the Budget, the Government is proposing significant changes to the assets test for determining pension eligibility from 1 January 2017. The proposed change will restore the existing taper rate of $1.50 pension...

End of Financial Year planning considerations..

by | May 27, 2015 | What's New

Everyone has their own goals, and there are different ways to achieve those goals. Please read through the below flyers, if you feel that you may benefit from these strategy’s contact us today and make an appointment. Use super to manage capital gains tax (CGT)...