Sydney Financial Planners

Smart End of Financial Year 2012 Tips

Financial Planner — Mon, 14 May 2012 09:35:41 +0000

End of Financial Year Tax & Superannuation Strategies 2012 Want to make the most of the end of the financial year 2012? These top tax and superannuation strategies can help you make the most of your money by saving you tax and giving your superannuation savings for retirement an extra boost. Here are our top [...]

SMSF – Is a Self Managed Super Fund Right For You? How to Get Started

Financial Planner — Tue, 17 Apr 2012 10:22:37 +0000

SMSFs or Self Managed Superannuation Funds are a bit of a buzz word at the moment. Given that there are almost 500,000 SMSF’s in Australia that have more than $400billion in assets, you can understand why. Current growth will see about 90 new funds set up every single day or about 30,000 new funds per [...]

Choosing a Guardian for your Children

Financial Planner — Mon, 02 Apr 2012 03:05:24 +0000

Thinking about our own mortality is not something most of us like to dwell on, but if you’re a parent in addition to having your wills and life insurance set up to provide for your children, you need to seriously consider who you would like to provide guardianship. What is a guardian and how [...]

The Top 2 Mistakes When Buying a Home

Financial Planner — Fri, 10 Feb 2012 00:33:37 +0000

Buying a home is one of the biggest financial decisions you can make. But when you’re in the market for a new home, how do you know whether you’ve found ‘the one’? Ensuring that you make the right decision when buying a home is an important decision both emotionally and financially. Given the financial and [...]

Financial New Years Resolutions for 2012

Financial Planner — Thu, 02 Feb 2012 00:59:53 +0000

With a New Year now upon us, we have the opportunity for a fresh start. For many of us there’s no better place to start than a re-think of the household finances. In light of this, our financial planners in Sydney have put together their top list for getting your finances on track in 2012. [...]

Home Equity Loans Explained – Unlocking the Investment Value of Your Home

Financial Planner — Mon, 16 Jan 2012 04:52:01 +0000

If you’ve owned your own home for several years, the chances are that your property has increased in value at the same time that your mortgage has reduced. This equity in your home can be a potential gold mine because you can borrow against it to invest, allowing you to harness your home’s financial potential. [...]

Top 5 Investing Mistakes

Financial Planner — Thu, 08 Dec 2011 04:44:17 +0000

As financial planners we are often asked about the top investment mistakes that people make before seeking professional financial advice. Here are the top 5 investment mistakes we see novice investors make and how to avoid them: 1. Lack of preparation As with any important decision, you need to make sure that you do [...]

Child Care Benefit & Child Care Rebate. Are you eligible?

Financial Planner — Fri, 18 Nov 2011 07:14:14 +0000

Every parent knows that the cost of child care can be extremely expensive. But, are you missing out on up to $7500 in childcare assistance? Thousands of eligible Australian families are not claiming financial assistance to help them fund the high costs of child care. This could make a big financial difference to your family [...]

Keeping your SMSF compliant with the ATO

Financial Planner — Thu, 10 Nov 2011 22:28:55 +0000

If you have a Self Managed Super Fund (SMSF), it is very important that you understand your obligations to ensure that you keep on the right side of the ATO and avoid hefty fines. Here are some of the most important facts you should know about running a SMSF: 1. Understand SMSF withdrawal rules Just [...]

Australians the wealthiest in the world

Financial Planner — Thu, 03 Nov 2011 05:10:21 +0000

According to the Global Wealth Report 2011 by Credit Suisse, Australians are the wealthiest people in the world, with second place going to Switzerland. The report compared the median (the mid-point between the wealthiest and poorest in a nation) wealth of adults worldwide and found that Australia’s median wealth is around $215,000 AUD (about $220,000 [...]