292 Payneham Road, Payneham SA 5070

(08) 8362 0060

(08) 8362 0061

info@owlfinancial.com.au

June 30: Get your (financial) house in order

MyDeductions app makes tax time easier

Did you know that the Australian Tax Office has developed an app called MyDeductions to make tax time easier? Working on your smart device, MyDeductions assists individuals by instantly recording their expenses. Sole traders can upload business income information. The app also stores images of receipts, overcoming the problem of lost or faded receipts. When […]


Countdown to super deadline

The clock is ticking for investors who want to take advantage of the more generous tax concessions available in super this financial year. As of July 1, new rules come into effect that will reduce contribution limits. Until then, individuals under 65 can make a non-concessional (after-tax) contribution of up to $540,000 under the bring-forward […]


Crowd Funding

Chipping in Contributing money to a crowd funding project can be a great way of showing your support for a creative, social or business initiative you believe has merit. However, you need to do some research to ensure your money is being used for a legitimate project. Here are some things to consider before you […]


Default super – by choice

An enduring myth is that super fund members who do not nominate a super fund to receive their compulsory employer contributions are probably disinterested in their retirement savings. In reality, research over the years suggests that many members have concluded that their employers’ default fund is appropriate for their circumstances. In other words, they have […]


Super up, tax down for over 55s – Transition to Retirement

Boosting superannuation savings while cutting tax might sound too good to be true, but for the over 55s the Transition to Retirement pension is a legitimate strategy than can deliver extra benefits. The TTR pension was originally introduced to assist people wanting to ease their way out of the workforce. You could work part time […]



Financial Advisor Adelaide

We are an award winning practice that has been providing financial advice to South Australians since 1969. We really enjoy getting to know our clients and building a relationship with them that lasts over many years. We have a diverse range of clients from mum and dad to AFL players to ASX CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain. Our clients describe a 'breath of fresh air', personable, expert and people with high integrity. Clients have also mentioned that they are not treated as a number and the advice is specific to them. Working with clients for clients.

Financial Planner Adelaide

The one most rewarding thing about being a financial planner in Adelaide is when you have been working collaboratively with a client in developing and building their goals and objectives and the come to fruition. This give both the clients and myself a real sense of achievement and to use the famous quote 'are we there yet?' and together we can say YES! There has never been a better time to look towards what you want to achieve and start a financial plan so you can get there too.

Financial Planning Adelaide

A person's financial story is like a jigsaw puzzle... "lots of pieces needing to be put into their correct places". A financial adviser can assist a client to put the pieces in the right places by having a series of simple conversations about where a they are currently situated, where they want to be and what strategies can assist them. Every client has a different financial story and goals. Each jigsaw puzzle will always be different. A good financial adviser is experienced at putting together a wide range of jigsaw puzzles. Helping a client put their own puzzle together and seeing their satisfaction is a wonderful feeling.


Barry Phillis, Chris Scriva, Paul Cetrangolo and Owl Financial Management Pty Ltd are Authorised Representatives of GWM Adviser Services Limited Australian Financial Services Licensee Registered Office at 105-153 Miller Street North Sydney NSW 2060 and a member of the National Australia group of companies.

GENERAL ADVICE WARNING: The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.

Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. View Terms & Conditions >