partners for life
Wealth Creation
5 Steps in creating a personal budget that works
February 12th, 2017One of the most important foundations to Financial Success is getting control over your finances to pay down debt faster, and/or accelerate your savings capacity. The first and most vital step towards this is creating a personal budget. A budget allows you to gain visibility with money in (income) and money out (expenses) and makeread more
What’s your New Year’s resolution going to be?
December 13th, 2016Another year is coming to an end as we head full throttle into the festive season, which will be sure to test our waistlines and our purse strings! It’s the time of year where we start to ramp up the social calendar, take a family trip and shop for those planned (and unplanned) gifts. Christmasread more
Changes to super rules mean planning is essential
December 12th, 2016Recent changes to superannuation legislation have raised some interesting points and highlighted that planning is key. Ian Gath, McKinley Plowman’s superannuation specialist explains how these changes may affect you. New pension rules From 1 July 2017, tax exemptions on super income streams are limited to pension balances of $1.6m for each tax payer. This meansread more
Welcome to the Summer edition of The Count Report
November 21st, 2016This edition of The Count Report, ‘Make Today Count’ looks at your financial strategy. While it should be something you invest in for the long term, we suggest some small things you can do each day to help you achieve your goals sooner. We also look at recently proposed changes to super and tax rules andread more
The US Presidential Election Results and Global Financial Markets
November 11th, 2016On Tuesday, 8 November 2016 (9 November in Australia), Republican Party candidate Donald Trump was elected America’s 45th president. This was a surprising result to many as the polls leading up to the election were predicting a Democratic Party (Hillary Clinton) victory. You may have read that the result is affecting global markets, and youread more
Are you able to claim tax deductions for insurance premiums?
September 28th, 2016Generally speaking, the Australian Taxation Office (ATO) allows deductions for insurance premiums when there is evidence that the insurance cover relates to earning assessable income. One example of the kind of cover that may be tax deductible is income protection insurance. The ATO has allowed such claims in certain circumstances, even though the insurance policyread more
Super Changes: Proposed $500,000 Lifetime Cap Axed
September 26th, 2016The 2016-17 Federal Budget included various proposed amendments to superannuation. One of the most contentious reforms was a proposed lifetime cap of $500,000 on non-concessional contributions. Following extensive consultation, the government recently announced new developments to the proposed reforms, including the $500,000 lifetime cap which is to be scrapped. The non-concessional contributions cap will nowread more
Welcome to the 2016 Spring Edition of The Count Report
September 6th, 2016This latest edition of The Count Report, we feature ‘Don’t wait for life to happen’ that looks at how having a good financial plan in place means you’ll be better prepared for major life events when they arise in addition to being well positioned for a rewarding financial future. ‘You’ve lost that loving feeling’ looksread more
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