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Posted in Tax
The Top 5 Tips For Choosing Your Financial Planner
Posted by Dean McKinnon
on 14 October 2015
 "The Top 5 Tips For Choosing Your Financial Planner")
Choosing a Financial Planner or Financial Advisor can be a difficult process, particularly if you have never had any dealings or experience with financial issues in the past, so here are my TOP 5 TIPS for helping you choose the right financial planner for your particular needs.
1. Firstly, you need to determine if you require a Financial Planner, or a Financial Adviser.
A Financial Planner generally differs from a Financial Adviser in that a Planner provides you with a F...
| Posted in:PropertyTaxSuperannuationRetirementMortgages and FinanceInvestmentInsuranceFinancial PlanningSocial Security | 0 Comments |
Top 5 Tips for Financial Planning In Your 50s
Posted by Dean McKinnon
on 7 October 2015
 "Top 5 Tips for Financial Planning In Your 50s")
Uh-oh, the fun-time 40s are over, and the financial-planning 50s have begun!
It's actually not that bad. Your 50s are the time which you can use to fine tune your financial plan that will likely mean you don't have to work any longer. Financial independence is so close you can just about smell the coconut palm trees! So that's got to be good has it not?!
In your 50s, it's time to stop thinking "someday I would like to be financially independent...
It's actually not that bad. Your 50s are the time which you can use to fine tune your financial plan that will likely mean you don't have to work any longer. Financial independence is so close you can just about smell the coconut palm trees! So that's got to be good has it not?!
In your 50s, it's time to stop thinking "someday I would like to be financially independent...
| Posted in:PropertyTaxSuperannuationRetirementMortgages and FinanceInvestmentInsuranceFinancial PlanningSocial Security | 0 Comments |
#Everyoneneedsaplan when preparing to complete their 2015 Tax Return
Posted by Dean McKinnon
on 23 July 2015
 "#Everyoneneedsaplan when preparing to complete their 2015 Tax Return")
Do you have a basic PAYG Tax Return?
Do you have a Tax Return that is more complicated?
Do you prepare your own Tax Return?
Do you have a Tax Accountant or Tax Agent prepare your Tax Return?
If you answered YES to any of the above, then a Personal Tax Return Checklist can assist you in gathering all the necessary documentation required to complete your Tax Return correctly. You need to make sure you have all the r...
| Posted in:Tax | 0 Comments |
#Everyoneneedsaplan to be prepared at Tax Time
Posted by Dean McKinnon
on 6 July 2015
 "#Everyoneneedsaplan to be prepared at Tax Time")
#Everyoneneedsaplan to be informed when completing their Tax Return. June 30 marked the end of the financial year and that means it is Tax Return Time. If you are an employee, you should have received your PAYG Payment Summary from you employer.
The ATO has a list of important lodgement dates on their website https://www.ato.gov.au/business/yearly-reports-and-returns/due-dates-for-the-current-financial-year/dates-by-topic/income-tax/
Will you make the most of your tax deductions?
...
| Posted in:Tax | 0 Comments |
#Everyone Needs A Plan To Pay For Their Child's Education
Posted by Dean McKinnon
on 27 May 2015
 "#Everyone Needs A Plan To Pay For Their Child's Education")
Most people would like to put some savings aside for their child, whether it be for paying for their education, buying them their first car, or helping them with the deposit for their first home. However, depending on how you save those monies, the tax man could be taking more than their fair share!
Here are 3 things you need to know when saving for your child's education
1. The primary issue for saving for children is the "minors income tax rates"...
1. The primary issue for saving for children is the "minors income tax rates"...
| Posted in:TaxFinancial Planning | 0 Comments |
