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Independent Financial Advice

How do you make sure the advice you are getting is independent and perhaps more importantly transparent?

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Are Gifts Tax Deductible?

According to the Tax Office, not all gifts are created equal.  Depending on the type of gift, and more specifically, to whom the gift is made, the tax implications of gift giving differ.

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What Are Family Trusts?

These days setting up a Family Trust Fund is not just for the wealthy. Many small business owners are using the vehicle of a Family or Discretionary Trust to protect their family from potential loss, whilst at the same time taking advantage of tax benefits.

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June Tax Preparation Tips

Tax time is one of those chores of life that nobody enjoys.  It can be a real pain.  Not only do you have to scramble to find all the receipts and statements you have misplaced over the course of the year, but there is often a fear that you will end up with a great big, unexpected tax bill. Or even worse – get an audit notice.

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Ready to get started?

We’re here to help, whatever your needs.

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