Financial Year end checklist 2013

The financial year end checklist 2013 contains tax-effective strategies that may be effective for you - depending on your personal financial and taxation circumstances. Employees, professionals, contractors or self-employed business operators (carrying on business under a structure) may benefit from them, but you should confirm any proposed course of action with your accountant, tax agent or financial planner before acting on them. As the financial year draws to a close [...]

By |2021-05-26T20:17:08+10:00June 20, 2013|General|0 Comments

Wealth management team

Will your banker provide you with the best mortgage to suit your financial needs – objectively and without risking a conflict of interest? Are you confident that you have been listened to when explaining your mortgage finance needs? Would you buy any other investment of similar value, with borrowings at such a high proportion other than property, without first seeking financial advice?

By |2020-08-05T12:43:51+10:00May 28, 2013|General|0 Comments

Payment Cycles affect cashflow

Wealth management and business asset protection are strategies that are very much aligned.  Payment Cycles affect cashflow and business operators need to exercise caution in extending credit and giving payment commitments. You are invited to share your tips and advice as to how you have successfully negotiated these activities in the past (add Comment below). There are two key indicators for a small business: profitability; and cashflow. The two are [...]

By |2018-01-04T11:28:02+10:00November 26, 2012|General|0 Comments

Debt Management

Poor debt management can be as debilitating to your financial well-being as disease can be to your physical well-being! Manage it at all levels and it can enhance your financial position. Most of us have to deal with debt at some stage or other of our lives; and we all use debt in different ways at different stages of our lives. Managing the burden that comes with debt is an [...]

By |2018-02-06T14:08:14+10:00January 31, 2012|General, Wealth Management|0 Comments

Calculating superannuation guarantee amounts

Employers calculating superannuation guarantee amounts may find they increased as from 1 July 2008! More of what is paid to staff and sub-contractors came into consideration as OTE (ordinary times earnings), which now includes performance-related bonuses; regular over-award payments; commissions; and expense allowances - with consequent effects on calculating superannuation guarantee amounts. The statutory rate was not changed from 9%, but with these inclusions the amount to which the statutory rate [...]

By |2020-01-06T15:50:36+10:00September 19, 2008|Superannuation Strategies|0 Comments
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