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September Newsletter – What are the odds?

Please click on the link below to view our September newsletter. In the newsletter we are showing the liklihood of you suffering a serious health event, that will have a devastating effect on your financial wellbeing and severly impact your…

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Presentation on Profit

This year we were asked by the Housing Industry Association (HIA) VIC to present at their Building and Business Conference in April at "Jeff's Shed" on, 'Profit Margins: How can I make my business more profitable?' The HIA (Housing Industry…

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Presentation on Cash Flow

Recently we were asked by the Housing Industry Association (HIA) VIC to provide an educational presentation on ‘Managing Your Cashflow’ at three of their Trade and Business Workshops. The presentation is aimed to provide HIA members with tips, advice and…

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May 2012 Federal Budget Update

Basics Budget surplus of $1.5 billion as promised, turnaround from $44 billion deficit in 2011/12 Asian led recovery due to strong growth on Australia's doorstep Families not companies to benefit from the mining boom through the Minerals Resource Rent Tax.…

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March 2012 Newsletter

Please click below to view our March 2012 Newsletter. Newsletter March 2012

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Minimum Pension Drawdown Details

Minimum Pension Drawdown Details The Government has announced a continuation of the 25% reduction in minimum pension payment amounts for the 2012/13 financial year. Generally the minimum pension payment amount will be reduced by 25% for clients who have nominated…

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The Slow Motion Recovery

We've attached the latest market commentary from Russell Investments regarding the 2010/11 Market Recovery below. Click here to download the PDF (170kb).

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Budget 2011 Highlights

The Government is going ahead with plans to exempt up to $500 of interest income from tax. In a bid to crack down on income splitting, children will no longer receive the low income tax offset for unearned income (subject…

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