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Posted in Tax
This Week: GDM | New Accountant
Posted by G. Dean McKinnon
on 12 August 2013
One of my long-term clients (who is also now a Total Service Client) was having some major issues (services and increasing costs) with their existing accountant, and they needed to make a change.
As they are a Total Service Client, I had all of their relecant information, and I was able to introduce them to a new accountant, who acts for a number of our other clients.
Today I met with the client and their new accountant and we presented a summary of all of the client (numerous) ent...
| Posted in:Why Dean is a LegendTax | 0 Comments |
This Week: GDM | Friday 7 June 2013
Posted by G. Dean McKinnon
on 7 June 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 LegendTaxSuperannuationRetirementSocial Security | 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 |
Running Your Business From Home? Avoid CGT
Posted by Dean McKinnon
on 18 September 2012
Most Home Owners are aware that you don't have to pay Capital Gains Tax (CGT) if you sell your main home.
However, you may have to pay CGT on a portion of the sale proceeds, if you run your business from your main home.
The sneaky little trap is that you may have to pay CGT even if you don't claim any of the business's expenses (e.g. portion of electricity, Rates, etc.)!
The Tax Department's 'test' depends on whether or not your were eligible to claim bu...
| Posted in:Tax | 0 Comments |
Financial Planning in Action: Trip to Europe
Posted by Dean McKinnon
on 14 September 2012
Here's an example of how easy it can be to plan your future with a professional Financial Planner.
One of our client's recently contacted me to discuss if they could afford a trip to Europe in 2013.
As they were a Total Service Financial Planning Client, we had all of their updated information on file, including their current Expenditure Analysis and details of their Income.
I completed the projection this morning for them and determined that they could afford to pay fo...
| Posted in:Why Dean is a LegendTaxFinancial Planning | 0 Comments |
