Posted in Tax

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...

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...

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...