Inside this edition: 2017 market outlook, Are you prepared for the new superannuation changes?, Resisting temptation, Raising financially savvy kids, Easing the journey into aged care.
Brought to you by your Financial Planner, MTJ Wealth Management Pty Ltd an Authorised Representative of Lonsdale Financial Group Limited.
In this issue; Active vs passive assets and the small business CGT concession, Deceased estates: A brief guide to tying up the loose ends, 7 point checklist for deceased estates, The process (and pros and cons) of "electing" to be a family trust, Recent changes to the assets test for pensioners, Is the peer-to-peer lending investment option right for your SMSF? Download the PDF newsletter
Inside this edition: Balancing portfolios in an unbalanced world, Learning the (investment) lessons from history, Trust your strategic plan but keep some powder dry, The case for industrial shares, What is global listed infrastructure?
Brought to you by your Financial Planner, MTJ Wealth Management Pty Ltd an Authorised Representative of Lonsdale Financial Group Limited.
In this issue; Extend the festive cheer (but in a tax-efficient way), Home office deductions: What substantiation will the ATO accept?, SMSFs need to prepare for the new transfer balance cap, Shopping for a "luxury" car? Beware of the luxury car tax, Does your SMSF need a valuation? Christmas party decision tree. Download the PDF newsletter
In this issue; Don't let a tax debt put you in a spin, 5 tips to get home office deductions right, SMSF compliance for 2016-17, Getting a tax valuation from the ATO. Download the PDF newsletter
In this issue; Travel to a workplace: what's in, what's out, Controversial super change scrapped: but other proposals need to be watched, General facts about winding up your business, Start-up businesses: which is the right structure for you? Download the PDF newsletter
Inside this edition: Beyond Brexit, Timing retirement, Five big questions for AREIT investors, Why having a proper estate plan is so important, Changes to the age pension rules – are you ready?, How to avoid behavioural investment traps
Brought to you by your Financial Planner, MTJ Wealth Management Pty Ltd an Authorised Representative of Lonsdale Financial Group Limited