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 […]
Baby boomers have always been catalysts for social change and now they are doing it again. Divorce after 50 – or grey divorce as it’s become known – is on the rise. At a time when the kids have left home and retirement is on the horizon, more couples are deciding to go their separate […]
The (Australian Taxation Office) ATO has just released its online guide for tax compliance. Here’s how to avoid getting caught out at tax time. As the end of financial year approaches, the ATO is once again taking the magnifying glass to our financial affairs, to ensure we’re all paying what we should. With new technology […]
The countdown to the end of the financial year may not create the same excitement as the approach of New Year’s Eve, but it does have one saving grace. With a little bit of planning before June 30 you could end up with a welcome financial pick-me-up after the Christmas-New Year spending spree. The general […]
The tax deductibility of income protection insurance premiums makes now the perfect time to consider cover for your most important asset – your ability to earn. With the end of the financial year approaching, if you hold income protection outside your superannuation fund you can pay premiums 12 months in advance and offset the expense […]
As the end of financial year looms, it’s time to start thinking about your tax. And with new online tools from the Australian Taxation Office (ATO), this year’s tax return could be the easiest one yet. If you’re looking for a faster way to sort out your tax this end of financial year, there’s good […]
Australian investors can enjoy big tax savings with a unique system that prevents double taxation on dividends from shares – so make sure you’re not missing out on yours. If you’re looking for ways to boost your retirement income, there’s a simple and smart strategy to get more out of your investments. The returns you’re […]
‘ Google and Netflix tax ’ In a move designed to stop profit shifting and tax avoidance by large multinational companies such as Google, the Australian Taxation Office has been given more power to recover unpaid taxes and issue additional fines of 100 per cent of those unpaid taxes, plus interest. In addition, foreign companies […]
Federal Budget 2015 After criticism that his first Federal Budget was too tough and unfair, Treasurer Joe Hockey has used his second budget to restore the confidence of ordinary Australians and shift the focus to jobs, growth and opportunity. Gone is the talk of a budget emergency. Instead, the Coalition government has unveiled nearly $10 […]
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 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.
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