Proactive superannuation planning: what you need to be aware of before June 30

As a small business owner, juggling multiple responsibilities is the norm. With June 30 fast approaching, understanding superannuation can save you a lot of headaches and potentially a lot of money. Let’s dive into the key aspects of superannuation you need to be aware of before the end of the financial year. Annual contribution limits for superannuation Concessional Contributions Concessional contributions are pre-tax contributions such as employer contributions and salary-sacrificed…  Read more

Finding the right fit: How to choose the right financial planner for you

No matter what your financial goals are, consulting with a financial planner can help just about everybody. Not only will they help you refine your goals, they’ll guide you in creating strategies for your money, and keep you accountable to your plan. They’ll also help you navigate different saving and investment strategies, so you know your money is working for you. They’ll also make sure you have the information you…  Read more

4 end of the year financial planning tips

The end of the year is typically a reflective time. Something about that lull between holiday festivities and New Year’s Eve sets the stage for introspection and review. While you’re busy reflecting on the year that’s ending and the new one about to begin, make sure you take some time to consider your finances. Here are some financial tasks that should be on your must-do list before the calendar rolls…  Read more

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