Do you have any large medical expenses? What happens to you if you aren't able to claim these expenses? As announced in the Government's 2013-14 Budget, net medical expenses tax offset (NMETO) will be phased out by July 1,…
Are currently receiving a Age pension or Low Income Health Care Card? This could be be at risk with the changes to income test on the 1st of January 2015. Its important to see one of our staff ASAP…
When it comes to ensuring your finances are in the best possible shape, it’s all about strategic, regular maintenance that identifies your unique needs – making sure you are maximising your savings…and minimising your tax. Although nothing beats personalised advice…
Are you a director of a company in the building and construction sector? The high instances of insolvencies in the building and construction sector is being investigated by several Government agencies for illegal phoenix activities. Be aware that participation…
Want to retire and have 1 million dollars? Use our basic retirement calculator to determine what you would need to put aside to retire on 1 million dollars. Of course there are no guarantees on the returns, but they are…
You might not be too familiar with the term but it is something that is being talked about more widely by people seeking a smoother shift from working life to retirement. One way to describe the benefits of transition-to-retirement…
Receiving a referral means so much to us. We have a reward on offer to anyone who refers a new client to Roy A. McDonald or Lindale Insurances Pty Ltd. You’ll receive 2 Gold Class movie tickets, along with our…
At Roy A. McDonald/ Lindale Insurance we like to let our hair down occasionally. Here is our staff Christmas Party. Left to Right: Mark, Jason, Adrian, Roy, Margaret, and Linda. We are celebrating a good year and couldn't have…
Are you comfortable? Read this. Will you win the lotto or receive a huge inheritance before you retire? We all have this daydream. But for most, that’s all it is – a dream. This month, we’ve included some strategic advice…
It seems everywhere you look at the moment there are people and businesses proclaiming the benefits of investing in property using a Self-Managed Super Fund (SMSF). SMSFs have definitely grown in popularity with property investors, especially since regulations changed…