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March 2014 Newsletter

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…

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Pheonix Companies- Here one minute gone the next!

  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…

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Retirement Calculator

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…

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TTRs: How ‘transition-to-retirement’ pensions may benefit you

  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…

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Reward for Referring

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…

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Staff Christmas Party

  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…

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November Newsletter 2013

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…

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Be Careful Who You Trust

  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…

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Are you dreaming – or dreaming?

Most of us daydream about our retirement. How will you realistically spend your twilight years? Touring the world? Touring the country? Or will you be trapped walking around your own backyard? The reality of your retirement is that it might…

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How are you going to keep your cash flowing?

Tax Planning is the answer June 30 will be here before you know it but don't get caught up in the hype or leave this to the last minute. If you make no decision, or a rushed decision, this can…

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