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Financial Health Check

Interested to find out how a Financial Planner can help you? For all new Fiducian clients we offer a free 60-minute financial health check A financial health check can help you determine how well your finances are doing or what…

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Home based business expenses

If you are claiming deductions for home-based business expenses, the ATO updated fact sheet can help you understand what you may be able to claim for running and occupancy expenses. If you operate some or all of your business from…

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Office re-opening

We advise our office has now re-opened after the extended lockdown & we thank you for your on-going support during this time. Under Australia’s workplace health and safety laws, Roy A. McDonald, Lindale Insurances & Fiducian are required to do all…

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Super beneficiary nominations

Most of us do not like talking about the end of life, however it is important to think about what you want to happen to your superannuation following death. After death your super balance and any insurance benefit, is usually…

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Focus on CGT asset disposals

Any asset disposals information, which can include loss, destruction or sale need to be conveyed to your accountant. These capital gains tax (CGT) events can affect: how a capital gain or loss is calculated when it is included in a…

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Estate Planning & why it’s important

Estate planning is much more than preparing your Will. Understanding your current situation and the strategies available are significant aspects of why estate planning is so important. In a nutshell, estate planning is being prepared and making sure your assets…

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Dealing with redundancy

The restructuring of a business may lead to a reduction in staff numbers and redundancies. Redundancy can be a shocking and unsettling time for many affected people. If you are one of the affected people, it is important to understanding…

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Grants & business support

Financial support is available for eligible businesses affected by lockdowns and public health orders. Australia COVID-19 Disaster Payment If a state public health order for COVID-19 adversely affects you, Services Australia provides a support payment. You are eligible if: you…

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Road to Recovery

Times of crisis impact businesses in different ways. Business practices & consumer behavior are often re-shaped. The roadmap to recovery is a tool to help you navigate challenging times. To find out more click here          …

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8 ways to boost your Super

The best way to ensure you will have a financially comfortable retirement is to boost your super with regular contributions which includes your employer contributions and any additional contributions, if you can afford them, as well as reviewing your super…

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