by LBWCA | Apr 13, 2016 | Personal Wealth, SMSF
As mentioned in the April 2016 newsletter, the Federal Government proposed to make a number of changes to Superannuation in the 2016/17 Budget. After negotiations with Labor, and taking into account the concerns of a number of backbench party members, the Government...
by LBWCA | Mar 15, 2016 | Estate Planning, Personal Wealth
If the need for residential aged care is nearing, following these five steps will help you make a smoother transition. 1. Get your eligibility assessed Before you can enter an aged care facility and receive Government support, your health situation must be assessed by...
by LBWCA | Mar 5, 2016 | Individual Tax Returns, Personal Wealth
Here are some quick tips for you to consider after you reach 30 June , when you have time to breath and consider how your business is going: 1) Do a financial health check of your business (balance sheet review)2) Revisit your strategic plan3) Draw up a budget for the...
by LBWCA | Feb 20, 2016 | Personal Wealth, SMSF
This is a reminder for everyone to check prior to 30 June 2016: Concessional Contribution – Check that you haven’t breached the $30,000 employer contributions limit (or $35,000 if you are over 50 years) if you have been salary sacrificing into super. If you do...
by LBWCA | Feb 9, 2016 | Financial Planning, Personal Wealth
Simon Flowers With 30 June just days away, here are some quick tips to consider: 1) Defer income and bring forward expenses2) If a small business consider any asset purchases below $20,0003) Write off all bad debts that you won’t recover4) Write off any...
by LBWCA | Jan 20, 2016 | Financial Planning, Personal Wealth
This is a reminder for everyone to check prior to 30 June 2016: Concessional Contribution – Check that you haven’t breached the $30,000 employer contributions limit (or $35,000 if you are over 50 years) if you have been salary sacrificing into super. If you do...
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