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Downsizer Contributions

What Is the downsizer contribution concession and why could this be relevant to you if you’re nearing retirement?

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Tax Deductions On Investment Property

Property is a popular investment asset, particularly in Australia, due to whole host of attractive benefits which include the allowable tax deductions on investment property

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Tax Bracket Creep

We thought this might be a good time to take a look at the current income tax system and how you might be able to mitigate its effect on your take home income.

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Estate Planning

You probably have at least a vague idea about how you would like your assets, or your ‘estate’, to be divided amongst your family, loved ones and other potential beneficiaries, but you won’t be there to oversee what happens.

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Downsizing Before Retirement

This is a tricky question to answer because it impacts your lifestyle and your family as well as your finances. So there are a number of things to consider when weighing this decision.

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Take the next step

Ready to get started?

We’re here to help, whatever your needs.

  • This field is for validation purposes and should be left unchanged.