Month: November 2016

Tax

Ken Burk: Welcome to Paris Financial

We would like to extend a huge welcome to Ken Burk who joined our Paris Financial team in November 2016. As a qualified CA, Ken has many years of experience, providing quality taxation advice to a wide range of small to medium sized business clients.

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SMSF

NEW DEATH TAX: Proposed Superannuation Changes

In the recent Federal budget from 1 July 2017 the Government announced a new $1.6 million balance cap proposal which limits the amount that a superfund member can have in the pension phase. 

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Property

How to claim repairs vs. capital expenditure

Property investors often ask me about the difference between repairs, maintenance and capital improvements for their investment properties. All are legitimate tax deductions, but how they are claimed can be different, and depend on a number of factors.

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Strategic Financial Advice

Market Update – October 2016

MARKET AND ECONOMIC OVERVIEW

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Strategic Financial Advice

Are you prepared for changes to the Age Pension assets test?

How the assets test will work in 2017 could increase your Age Pension entitlements, or take some or all of them away.

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Strategic Financial Advice

Redundant? Get ready for what’s next

Redundancy is never easy — but you can take steps to be emotionally and financially prepared.

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Strategic Financial Advice

Start saving early and let compound interest grow your retirement nest egg

With the current debate surrounding the Government’s proposed changes to superannuation contributions caps focused on tax rather than outcomes, most super fund members should instead be concentrating on maximising their investment returns to achieve an adequate retirement income, according to Rice Warner research.1

 
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Strategic Financial Advice

The Australian housing market – surging unit supply, the economy and what it all means for investors

Housing matters a lot in Australia. Having a house on a quarter acre block is part of the "Aussie dream". Housing is a popular investment destination. And the housing cycle is a key component of the economic cycle and closely connected to interest rate movements. 

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Strategic Financial Advice

The power of diversification for your SMSF

The overriding investment objective should be for your SMSF to deliver a sustainable income stream in retirement.

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Strategic Financial Advice

US Election: Outcome and Implications

For the second time in 2016, the global geo-political landscape has shifted dramatically with the election of Donald Trump as the 45th President of the United States.

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Strategic Financial Advice

7 tips for enjoying a financially stress free Christmas

It can be hard to manage and keep track of your expenses when Christmas is creeping closer and closer and we are all trying to juggle end of year parties and get-togethers with family and friends.

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Lending & Finance

More than home loans: why a broker can help you with commercial & asset finance

Mortgage brokers have expertise in residential and other property loans. They can also play an important role in helping businesses find and secure commercial and asset finance at competitive rates, by leveraging their network of lending institutions.

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