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Family Office – Growing & Protecting Significant Wealth
May 31st, 2023In our article and newsletter content here at McKinley Plowman, we often touch on the importance of managing one’s finances effectively. This typically involves getting the basics right – setting a budget, making well-informed financial decisions, engaging with an adviser, and so on. While these are relevant for just about everyone, there are additional layersread more
Another ATO Rental Property Crackdown
May 5th, 2023Just as they did in 2019, the ATO are launching a campaign to target rental property owners who incorrectly report income and expenses. Data-matching efforts have identified a tax gap of approximately $1 billion, and unsurprising are looking to recoup those funds. Financial institutions are now obliged to share data with the ATO, and thereread more
Post-Festive Season Budgeting: Start 2023 on the Right Financial Foot
December 13th, 2022Exceeding your budget during the festive season isn’t unusual – as we've covered in an article in January 2020: Getting Back on Financial Track Post-Christmas. While many can eventually get on top of their debt, and financial stress and uncertainty about the year ahead isn’t unmanageable, but imagine how great you’ll feel if you takeread more
Commonwealth Seniors Health Card – Eligibility Update
October 19th, 2022If you or someone you know is approaching, or has reached, retirement age, you may have come across the Commonwealth Seniors Health Card (CSHC). This card gives holders access to benefits that may reduce the burden of medical bills as they grow old, but those with retirement income over a pre-defined threshold are not eligible.read more
Rental Property Repairs & Maintenance vs. Capital Improvements
July 18th, 2022Rental Property Owners – do you know the difference between property repairs, maintenance and Capital Improvements? If you’re looking to claim deductions on expenses relating to either, it’s important to know the difference. We’re here to help you accurately determine whether work done on your investment property, business premises, plant, machinery or tools falls underread more
Benjamin Driscoll
June 23rd, 2022Paul was so helpful and nothing was too hard for him. Paul kept on going to get the mortgage over the line where other brokers gave up. He knows his stuff and we will definitely be back one day to refinance.read more
The Value of Professional Financial Advice in Avoiding Scams – A Case Study
December 3rd, 2021We all know by now that getting professional advice from a registered, trusted financial adviser is the best way to ensure your wealth creation strategies are best suited to your needs, goals and circumstances. What is also well-known is the prevalence of scams that aim to swindle people out of their hard-earned money - andread more
Making Good Financial Decisions at a Young Age
September 10th, 2021Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the keys.read more
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