If we buy well, our home can often be one of the best investments we make in our lifetime. Any capital growth is tax-free and there are not many things in life that are tax-free. Also, if we experience some good growth in our home’s value, we can borrow against that equity to buy other …
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 …
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 …
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.
Below is a replay of a webinar held on 10 May 2012 which provides an insight into whether you are taking full advantage of all the benefits that a SMSF can offer. If you would like to learn more of our SMSF services and advice, please contact Mark Zanon
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 …
It’s the year 2022 (September). Collingwood has won 3 premierships in a row and are looking good for a fourth. Geelong hasn’t made the eight in 7 years. I am considering using Grecian 2000. Stuart is hosting The Apprentice and the number one news item that night is that the stock market just made a …
Recently, I spent a day listening to many of the technicalities around estate planning. Kate, the presenter, called the will the “last financial plan”. It’s a great term. Most people spend their life developing plans to create wealth, yet on death few consider the correct way to distribute their wealth. Simply, there is no plan! …
Absolutely everything! Many people get excited about doing projections and seeing their wealth rise exponentially over the years on paper. Use a higher projection rate you get a steeper graph and a better result. It’s exciting stuff! Start to talk about risks and managing them, and it is human nature to start to “glaze over”. …
My passion for the financial services industry started very early in my career while auditing some large credit unions as a graduate accountant. When I moved to work for two of the big 4 Chartered Accounting firms (not at the same time of course) I ensured that I was working on as many financial services …
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