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Posted in Financial Planning
First Priority for 2015 Financial Planning - Your Holidays!
Posted by Dean McKinnon
on 9 January 2015
Vic and I sat down earlier this week, to commence our planning for the 2015 calendar year, and the first item on our agenda? When are we going on holidays?!
Now, you might think that planning for your holidays would be the lowest priority, after having just completed a two-week Christmas/New Year holiday break, but in fact, planning for your holidays should be your first 2015 planning priority. Here's why:
In order to plan for your 2015 financial objectives, you need to know...
| Posted in:Financial Planning | 0 Comments |
How to Achieve 50% Return on Your Investment: Government Guaranteed!
Posted by G. Dean McKinnon
on 11 June 2014
Usually I don't like these types of 'too good to be true' statements, but this one is actually legitimate.
The federal government's Superannuation Co-Contribution Scheme is still available, but with some limitations:
Your assessable income for the 2014 Financial Year has to be no more than $33,516
You have to make a non-deductible contribution to your super, before 30 June 2014
The federal government will co-contribute 50% of your contribution, up to...
| Posted in:SuperannuationInvestmentFinancial Planning | 0 Comments |
Increasing Super Contributions with Salary Packaging
Posted by G. Dean McKinnon
on 5 June 2014
I recently developed a strategy for a client which, in effect, will increase their compulsory employer superannuation contributions.
Employers often 'package' their employee's remuneration package, possibly including a car allowance. However, some employers only calculate their compulsory super contributions based on the gross base salary (which doesn't include the car allowance component)
If the car allowance component is say $17,000, the employee may miss ou...
| Posted in:Why Dean is a LegendTaxSuperannuationFinancial Planning | 0 Comments |
What Client Service Options Do MCKFP Offer?
Posted by G. Dean McKinnon
on 15 November 2013
McKinnon Financial Planning has three Client Service Options available:
Total Service Client
Essentially, we take care of all of your financial needs for you, so you don't have to worry about anything - including:
Developing and reviewing a Comprehensive Financial Plan
Consolidating and maintaining Superannuation (including Self-Managed Super Funds)
Arranging and maintaining salary-packaging
Arranging and maintaining Life Insurances
Arranging Fin...
| Posted in:Financial Planning | 0 Comments |
This Week: GDM | Friday 31 May 2013
Posted by G. Dean McKinnon
on 31 May 2013
It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis.
If you are considering using me as your Financial Pl...
| Posted in:Why Dean is a LegendTaxSuperannuationMortgages and FinanceFinancial Planning | 0 Comments |
