News from Financial Advice Centre

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James Farrelly, Senior Financial Adviser and the newest member of our advisory team

We are delighted to introduce James Farrelly, Senior Financial Adviser and the newest member of our advisory team.  James has been providing advice since 2011 and has experience in self-managed superannuation, investments, insurance and estate planning. We are excited about the year ahead. Our advisory team Mark Butters, James Farrelly and Andre DiMatteo look forward to [...]

By |July 3rd, 2017|General News|0 Comments

Your Money Your Future- February 2017

In focus this month are the following articles: • The door is closing on super's current caps- From 1st July, 2017 new laws will limit the amount that goes into super. Are you prepared for the changes? • Give your career a health check • Estate planning and why you need a super plan click [...]

By |March 21st, 2017|Your money your future newsletters|0 Comments

January 2017 – Your money your future newsletter

In this edition we discuss "What does a comfortable retirement look like?" and provide you with information on "Can refinancing my home loan save me money?" and "Is it better to buy an investment property or home first?" Click on following for the full read - https://eread.com.au/amp351029/44793

By |January 24th, 2017|Your money your future newsletters|0 Comments

Super changes this financial year

The clock is ticking and changes to the superannuation rules will come into effect on 1 July 2017. While the government will reduce the amount of money you can put into super from 1 July 2017, the good news is that you could still take advantage of opportunities before the financial year ends. Click on [...]

By |January 24th, 2017|General News|0 Comments

December ‘Your Money Your Future’

In focus this month are the following articles: • Looking ahead at 2017 - article by Paul Clitheroe AM • Changes to Age Pension assets test from 1st January 2017 • Super changes from 1st July 2017 Click on the following link - https://eread.com.au/amp351029/42864

By |December 22nd, 2016|Your money your future newsletters|0 Comments

3 ways to get a foot on the property ladder

  Creative ideas for younger Australians to invest in property Renting out an investment property is an increasingly attractive way for younger Australians to get into the housing market while continuing to live with their parents or renting somewhere else cheaper. For the full snapshot article from Financial Advice Centre -  https://eread.com.au/amp351029/41939 To find out [...]

By |December 1st, 2016|General News|0 Comments

Superannuation changes from July 2017

The revised proposed changes to super have now passed through both houses of parliament and are due to become part of Australian superannuation law. The new laws will generally affect individuals with relatively high super balances, and will change contributions rules and the tax breaks available in super with most taking effect from 1 July [...]

By |December 1st, 2016|General News|0 Comments

November newsletter ‘Your Money Your Future’

In focus this month are the following articles: • The unwritten rules of gift-giving • Sending more to the tax office than you should? • Where's the best place to put your money? To view the full newsletter and articles please click on the following link: https://eread.com.au/amp351029/41075

By |December 1st, 2016|Your money your future newsletters|0 Comments

Newsletter – October 2016 ‘Your Money Your Future’

In the latest news in the last month from us we have re branded our office ‘Financial Advice Centre’ for our street signage which comes in line with our business expansion and our continued commitment to the financial advice business and you our customers. Let us show you the way to a great future! ‘Your [...]

By |October 31st, 2016|Your money your future newsletters|0 Comments

Your Money Your Future newsletter – September 2016

The latest edition of our Your Money Your Future newsletter, in this issue: - Government pulls back on proposed changes to super (in the last week) - Do parents make good employees? - Is your insurance overdue? click on following eread link to view full newsletter - https://eread.com.au/amp351029/37840

By |September 27th, 2016|Your money your future newsletters|0 Comments