Catchup on concessional contributions to super

Catching up on unused concessional contributions to super is a good way to boost your superannuation if you have had an interrupted income or haven’t been in a position to put as much into super as you’d like. Taking time off work to study, travel or care for your family, or prioritising other financial committments, often means you may not be in a position to make concessional contributions to super.…  Read more

Differences Between an Accountant and a Financial Planner

When it comes to managing your finances, there are two professions that can help you understand your numbers, and ensure you have a plan to get to where you want to be. Accountants and Financial Planners can both play an important role in your financial success, but there are some important differences between the two. For any successful business, it is advisable to have both an accountant and a financial…  Read more

Importance of income protection

Insuring your car, home or other possessions makes sense. So why do so few of us insure ourselves? If illness or injury stopped you from working for an extended period, could you keep paying your bills? Income protection insurance gives you peace of mind that if the unexpected occurs, you and your family will be provided for. What is income protection insurance? Income protection insurance is an important way of…  Read more

Important things to know about an Estate Plan

If putting together your estate plan isn’t at the top of your priority list, you’re not alone. It’s something that people typically don’t want to do–for a variety of reasons. It’s not fun to think about what happens after we’re gone, and we often believe we have a lot of time to get our affairs in order. No matter how large or small your estate is, you need a plan…  Read more

How a family wealth management can help you

Acquiring and growing wealth takes a lot of determination, skill, and ambition. In order to maintain your family’s wealth and preserve your legacy for multiple generations, you need a professional advisor with a holistic, multi-disciplinary approach to family wealth management. What is a Family Advisor? A family advisor is a professional who understands the complexities of family dynamics and helps deal with all aspects of family finances including properties, family…  Read more

Audit Insurance

Tax Audit Insurance protects a business from unexpected costs incurred in the event that it is selected by the Australian Tax Office (ATO) for compliance auditing. An audit insurance policy covers the costs of accountants, other professional fees and associated costs incurred in the course of an audit. Increasingly, the ATO are focusing on small to medium businesses and individuals, particularly those with more complex affairs such as trusts, self…  Read more

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