June 2017 Newsletter
If you want to maximise your benefits before 30th June, its not too late. View the article here. Going through a seperation or Divorce? It's a troubling and difficult time. Here is the first video in the series from Oliver…
Are you facing separation or divorce?
Why would you need us? When a divorce happens, it has a devastating effect on all areas of a person's life, including financial stability. You may feel overwhelmed by all the changes and emotions that you are going through. One…
Budget Newsletter 2017
With changes in previous budgets around pre and post retirees and focus on small business, the budget this year appears less likely to significantly impact retirement planning. It is important to note that before any of these announcements can be…
30 Strategies to Help You Before the 30th June
Here are 30 ways to maximise your benefits before the end of the financial year. With only a minimal time left to the end of financial year, it is time to take action
The five key questions on aged care
Sooner or later many of us need to deal with a relative who is no longer able to manage independently in their own home. To try and help people gain some perspective and identify what the priorities should be, focus…
Access Your Accounting Software – Free of Charge*
Ready to use and simple, Sage One is online accounting software designed to keep your business on track and prevent errors. Simpler than child's play and easier to understand than complex accounting software, It gives you access to your business accounts from…
Are Your Parents Made of Money?
Can you spot the major flaws in the statements above? If you were to ask anyone nearing retirement or in retirement, what would be the biggest single financial risk in retirement, you most likely get one of these three statements:…
Choosing your ideal accommodation in retirement
Choosing your ideal accommodation in retirement is not just about finding the right location and environment. With longer life expectancies and the importance of a fulfilling lifestyle, retirees need to put a lot of thought into where and how they…
March 2017 Newsletter
If I had a dollar for every time the ATO data matched Australian tax payers details, I would have $600 Million Dollars! Read our article on who the ATO are targeting. Are you paying all of your tax and super obligations?…
The Ultimate Mistake- Pensioners Beware!
At Roy A. McDonald and Lindale Insurances we believe in sharing information about problems experienced in an effort to spare you from the mistakes of others. This week we had a meeting with a client that had some family members…