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Latest Articles & News

Investing for Children

Investments for Children

Financial Planning / 19 April, 2018

The sooner you start, the more you’ll have. Imagine how much that could be if you started investing as a child or if as a parent you started investing for your children? If I knew then what I know now, I would have started investing so much earlier than I did.  So much so that […]

Fringe Benefits tax

Can I claim Fringe Benefits Tax (FBT)?

Business / 26 March, 2018

Fringe benefits include any rights, privileges or services provided to current, former or future employees or directors of a business. Common benefits include; utilisation of work vehicles for private purposes; low or no interest loans, school fees, health insurance, gym memberships and entertainment such as food, drink or recreation.

Is my superannuation safe if I become bankrupt?

Is my Superannuation safe if I become Bankrupt?

Financial Advice / 26 March, 2018

Some individuals that realise they are heading towards the bankruptcy route will try to funnel their assets in superannuation for an “assumed” protection of these monies and assets. This is simply not the case. The Bankruptcy Act was modified with effect from 28 July 2006 to prevent …

Financial planning is for people at all ages and stages.

Why it Pays to Understand the Six Stages of Financial Planning

Financial Advice / 20 March, 2018

Is one stage more important than the others? The six stages of financial planning set out exactly how a relationship between a financial planner and a client should develop. It’s an excellent framework for financial planners and a great tool for clients. Financial planners don’t always get the best rap and the guidelines below, as […]

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