We are always looking for new innovative ways to connect with you and make your life easier. Introducing your PERSONAL WEALTH PORTAL...
Managing your money and budgeting can seem like a daunting task, even if you're a spreadsheet ninja.
What if you could link your entire wealth into one easy portal? What if you could - track spending on all bank accounts in the one place, watching the market values of your properties climb and mortgages go down under one login, keep a t
The end of the 2015/16 financial year is almost here, so now's the time to review what strategies you can use to minimise your tax. #1 | Concessional Superannuation Cap The concessional superannuation cap for 2016 is $30,000 per year for persons under 50 as at 30/6/16, and $35,000 for persons age 50 to 75. Do not go over this limit or you will pay more tax! Note that employer super guarantee contributions are included in these caps. Where a contribution is made that exceeds t
The end of the 2015/16 financial year is almost here, so now's the time to review what strategies you can use to minimise your tax. #1 | Superannuation Contributions Individuals may be able to make tax-deductible personal contributions to superannuation to reduce their taxable income. The advantage of this strategy is that superannuation contributions are taxed at 15% compared to typical personal income tax rates of between 34% and 46.5%. Superannuation contributions are limi