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Financial advice adelaide Tag

What does a financial planner do?

Needing expert advice on how to reach your financial goal? It might be a bit overwhelming to acknowledge the challenges that come with taking control of your finances. But there’s no need to worry, as long as you know who you should call for help. Let’s first...

Christmas Parties and Gifts: Tax and FBT Issues For Employers

It's Christmas time and we are all looking forward to the office parties and catch-up dinners, so we thought we'd put together this great Christmas tax read on holiday expenses! We’ll focus on the tax implications of holding Christmas parties (inside or outside the office) and also...

Full circle of life 

Aging is inevitable - though we can delay the implications a little with science and technology, keeping out of the sun and being fit and healthy!  We are all familiar with each of the life stages people go through. As we age, our level of definition...

Estate Planning and Digital Assets

What happens to your loyalty points when you're gone? Do you know if you can pass ownership or control of "digital assets" on to your family?  What happens to your Facebook, Frequent Flyer Points, Instagram, Emails, Twitter, YouTube and more when you’re gone? Estate planning and succession...

Beware of Super Guarantee Contribution penalties

If you run a business, you need to be aware of the regulations surrounding superannuation contributions for your staff: The rate for contributions paid by employers on behalf of their employees under the super guarantee for the year ending 30 June 2020 remains at 9.5%.   ...

8 Tips to Raise Financially Savvy Kids

Are you raising your children to be financially smart?   We’re living in a time where most financial transaction is cashless - as of June 2019, there are 19.1 million credit card accounts which accounts for almost 76% of the entire Australian population.   The prevalent use of bank...