Events Search and Views Navigation
May 2015
Smart ‘End of Financial Year’ Strategies seminar
Make this 'End of Financial Year' less taxing With the end of the financial year fast approaching, it’s a great time to make smarter decisions about your finances. And with legislation and rules continually changing, it’s never been more important to review your financial position and take advantage of end of financial year opportunities. Having the right strategies in place can make a big difference to the amount of tax you pay now. More importantly, it can also make a…
Find out more »August 2015
Ettalong Diggers Wedding Expo
Pop by and visit us at the Ettalong Diggers Wedding Expo on August 9. We've got lots of hints and tips to guide you through this major transition in your lives and help you reduce a major cause of stress for most couples - money!
Find out more »November 2015
Avoid the Xmas Crunch
Enjoy the holiday season and start 2016 with more money in your pocket. The holiday season is a joyful and happy time, however it is too often followed by a financial hangover. Find out how to avoid it and get your budget on track. We will give you some simple hints and tips on setting a budget and sticking to it, saving your hard earned cash and solutions to reducing existing debt. When: Thursday 5th November 2015 at 6.30pm Where:…
Find out more »Understanding Retirement Income Streams
You've worked hard for years and saved up a sizeable retirement nest egg and now you want to retire. The decision about how to structure your retirement income streams to maximise your Centrelink entitlements, minimise your tax liabilities and ensure that your money lasts as long as possible can be quite daunting and confusing. To help you we've teamed up with a Centrelink expert to bring your all you need to know about your options. What you will learn: How…
Find out more »April 2016
Retirement – Get ready with super’s best kept secret. Mingara.
Aged 55 and over? You can get limited access to your Superannuation in a tax friendly manner! The Australian Government’s Transition to Retirement (TTR) rules for super are designed to help older Australians (aged 55 and over) ease into retirement. It also offers some great tax perks, all while you’re still working. A TTR strategy can make a difference of tens of thousands of dollars by the time you retire, and can allow flexibility in your…
Find out more »Retirement – Get ready with Super’s best kept secret. Ettalong Diggers.
Aged 55 or over? You can make a gradual move towards retirement whilst boosting your super and your lifestyle. The Australian Government’s Transition to Retirement (TTR) rules for super are designed to help older Australians (aged 55 and over) ease into retirement. It also offers some great tax perks, all while you’re still working. A TTR strategy can make a difference of tens of thousands of dollars by the time you retire, and can allow flexibility in your…
Find out more »May 2016
Smart Strategies for June 30. Pay less tax. Save more money.
Keep more money in your pocket this end of financial year. With the end of the financial year approaching, it’s a great time to make smarter decisions about your finances. June 30 might seem a long way off but it will be here before you know it. The tax rules change just about every year so planning early can result in thousands of dollars of savings when tax time arrives. It’s worthwhile being prepared and coming along to our information session.…
Find out more »Smart Strategies for June 30 – Pay less tax, save more money.
Keep more money in your pocket this end of financial year. With the end of the financial year approaching, it’s a great time to make smarter decisions about your finances. June 30 might seem a long way off but it will be here before you know it. The tax rules change just about every year so planning early can result in thousands of dollars of savings when tax time arrives. It’s worthwhile being prepared and coming along to our information…
Find out more »August 2016
Ettalong Diggers Wedding Expo
Drop by and visit us at the Ettalong Diggers Wedding Expo - Sunday 7 August. Have a chat about preparing financially for married life and pick up your FREE checklist!
Find out more »October 2016
Centrelink changes start soon – Will you or someone you know be affected?
The Government has passed laws to modify Centrelink’s Aged Pension with the assets test changing from 1 January 2017. These changes can have a significant impact on your current pension entitlements. Acting now can minimise these impacts before the changes come into effect. Join us on October 19 to learn more. At our information session you will learn: What the new thresholds are How these thresholds will affect you The options for reducing your assessable assets What to do next…
Find out more »
