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Investing for retirement pays off
More than half of Australians with investment properties or shares are proactively preparing for retirement, according to MLC’s Australia today report[1].
... read moreThe impact of the death of a parent on children
Findings from a recent study [1] explored the impact the death of a parent has on children and the surviving parent, comparing the results between insured and uninsured households.
... read moreEstate Planning: Making sure your money goes where you want it to
Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die
... read moreMake my retirement funds last the distance
Retirement should be a time when we reap the rewards of our working life, and being able to enjoy your preferred lifestyle calls for some planning.
... read moreWhat postcode loses the most super?
There is over $11.7 billion in lost super sitting with the Australian Tax Office (ATO) and Mackay in QLD is responsible for $49,256,340.55 of it.
... read moreThinking about SMSF?
Self-managed super fund (SMSF) has the words "self managed" in it but you don’t have to do it all yourself and if you are busy it is usually counter productive and just plain bad strategy to do it alone. A recent Investment Trends report suggests around 40 per cent of SMSF owners seek advice from a financial adviser and close to 100 per cent use an accountant or specialist administrator to assist with the compliance obligations such as tax returns, minutes, member statements, managing contributions and pensions.
... read moreThe tax implications of subdividing your backyard
Subdividing your PPOR (principal place of residence) is a strategy we often get asked about. If you’re thinking about going down this path, there’s a lot to consider before making your decision.
... read moreGrowing Businesses – increase your super and save tax
Retirement and superannuation are always a topic of conversation for our small business clients. Paris Financial are pro-active in our approach with our small business owners and through discussion and planning we can advise our clients on how they can utilise the small business “retirement exemption” to make up to $500,000 in additional superannuation contributions and also save on tax.
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