Retirement Roadmap # 1:

Quality assets and cash flow… Richard and Andrea (first names have been changed for privacy) have been clients of our firm since 2010 when they approached us for finance to purchase a second investment property. Richard (38) and Andrea (41) have two children aged 6 and 8. Richard is an IT contractor that earns over …

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How to reduce the tax you pay

The below newsletter includes the following articles: 1. 30 June tax planning strategies 2. Did you pay too much tax last year 3. Time poor? Pilot our new services for free 4. Our lowest rates. 30 June tax planning strategies It’s hard to believe it’s almost 30 June again and the end of another tax …

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Investing in property – no mistakes!

The below half-hour presentation was recorded by director of ProSolution Private Clients, Stuart Wemyss and provides you with an easy-to-understand overview of how to invest in property, maximise the money you make and avoid mistakes. It is perfect for first time investors and experienced investors. Please contact us if you have any questions.   Are …

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Property investors' common tax mistakes

Watch the 30-minute presentation below prepared by Stuart Wemyss and Rick Henderson which looks at some common tax planning mistakes that we have seen clients make. The presentation discusses topics such as ownership structures, when to use trusts, land tax, not putting interest deductions at risk, changing the use of property and much more.

Where our clients are investing…

Stuart Wemyss (founder of ProSolution) has recently prepared a paper analysing 5 properties that a selection of clients have invested in over the past month or so. I’m sure you’d be interested to see what properties our clients are buying. There are some excellent assets and Stuart has predicted (based on the past growth of …

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Will your insurance provider approve your claim?

Maybe not! Take 3 minutes to read this checklist… Many clients have income protection (sometimes called salary continuance) insurance via their super fund. However, too often, clients do not understand the limitations of this cover so please take 5 minutes to review the dot points below to understand if you and your family are adequately …

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Is a SMSF right for you?

Below is a replay of a webinar held on 8 May 2012 which provided an introduction to SMSFs and discusses how to ascertain if a SMSF is right for you. If you would like to learn more of our SMSF services and advice, please contact us. Is a SMSF right for you? from Stuart Wemyss on …

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What if you invested in CBA in year 2000?

Commonwealth Bank’s share price has recently increased above $75 which is well above its pre-GFC high of $60 (and massively above its GFC low of less than $30! It is amazing to reflect back to September 1991 when it first traded at $6.81… which means the share price has increased by an annual compounding rate …

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