Episode 34: EOFY Planning

Episode 33: Personal Insurances

Episode 32: Division 293 Tax

Monthly Musings

Here is our “Monthly Musings” for the month of February. In this edition we will:

  • observe the market movements for the month,
  • showcase a brand new episode of our short video series “3 Minute Tech” where we discuss the “Division 293 Tax“,
  • present an update in our Focal Point section surrounding the important superannuation “Contribution Caps“, and
  • provide a great insight into our Private Wealth Adviser, Phil George.

Episode 31: Stage 3 Tax Cuts

Episode 30: Aged Care

Monthly Musings

Here is our “Monthly Musings” for the month of January. In this edition we will:

  • observe the market movements for the month,
  • showcase a brand new episode of our short video series “3 Minute Tech” where we discuss the “Stage 3 Tax Cuts“,
  • with “Stage 3 Tax Cuts” in mind present an overview in our Focal Point section surrounding “Concessional Contributions“, and
  • provide a great insight into our Private Wealth Adviser, Matthew Reece.

Episode 29: What is the age pension?

Monthly Musings

Here is our “Monthly Musings” for the month of December. In this edition we will:

  • observe the market movements for the month,
  • showcase two brand new episodes of our short video series “3 Minute Tech” where we discuss the important topics of “What is the Age Pension?” and “Aged Care”,
  • present an overview in our Focal Point section surrounding “Gifting“, 
  • provide a great insight into our experienced Private Wealth Adviser, Brad Gordon, and,
  • introduce our brand new offices on Level 37 in the iconic QV1 building.

Episode 28: Small Business Capital Gains Tax concessions