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PTS Pension Transfers Turns Ben Hur into Smooth Sailing
October 9th, 2013I would like to say thank you very much for all the help you have given me regarding securing a British Pension. When I first looked into the matter it seemed bigger than Ben Hur but you took over and it has gone smoothly and I now receive more than I dreamed would be comingread more
McKinley Plowman Appointed Member of MSI Global Alliance
September 25th, 2013MSI Global Alliance, a leading international association of independent accounting and network of law firms, has appointed Joondalup accounting firm McKinley Plowman & Associates to its membership. Membership of the MSI Global Alliance provides McKinley Plowman & Associates’ clients with the combined benefits of working with their local adviser while having access to an expansiveread more
PTS Pension Transfers Cuts Through Labyrinth of Red Tape and Adverse Situations
September 20th, 2013Since being introduced to Colette and her team by my financial advisor, they have worked tirelessly to enable me to move my British pension to Australia. Colette was available day and night to guide me through the labyrinth of red tape. Her professionalism was second to none, even in adverse situations. Thank you for helpingread more
McKinley Plowman Newsletter – June 2013
June 21st, 2013Click here to jump straight to the newsletter. Welcome to the June 2013 Newsletter! As we move towards the new financial year we have taken the opportunity to update you on some of the changes to business and personal income tax. Most notable is the increase in superannuation guarantee contributions to 9.25%, trust resolution changes,read more
Quick Tax Tips
June 21st, 2013With the end of financial year fast approaching, here are some quick tips to help you save time and get more cash into your bank account. 1. Working from home - If you work from home, make sure you keep a diary of your internet usage and the hours you spend working. 2. Donations to aread more
End of Year Tax Planning Checklist
June 21st, 2013Small Business Entity Rules Small Business Entities - the small business entity rules apply to a sole trader, partnership, company or trust which has a group turnover of less than $2M in the previous year, or likely to be less than $2M in the current year. Depreciation Rules - if the asset costs less than $6,500 itread more
State of the Economy
June 21st, 2013The financial information tabled by the Federal government, as part of the presentation of the Australian budget, highlighted the difficulties that are being experienced in the Australian economy. The Treasurer indicated that, instead of a forecast surplus of $1B, the actual performance for the year ended 30/6/13 is now forecast to result in a deficitread more
Dollar Cost Averaging
June 21st, 2013What is dollar cost averaging and how does it work? Dollar cost averaging refers to a process where an investor allocates set amounts to specific investments at regular intervals. This will often be undertaken intentionally, by investing a lump sum of money in smaller amounts over a period of time. Clients may also unintentionally participateread more
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