Many people choose to retire in July for tax reasons. The bigger question that must be answered before the timing is “Can we afford to retire?”READ MORE
Accountants and financial planners are not the same. The question most people ask, is do I need both?
The key difference between the two is this: An accountant looks backwards, while a Financial Planner looks forwards.
With the end of the financial year now only about seven weeks away now is the time to plan tax deductions so as to reduce tax and maybe earn a refund for this financial year.READ MORE
It is surprising and disappointing that large, respected financial institutions like the four major banks and AMP are guilty of such poor behaviour prioritising their own interests. There is no excuse for the poor quality advice, especially where clients have suffered serious losses. Those responsible should be punished with the full force of the law. But many advisors provide good quality advice.READ MORE
When you make any big financial commitment, solo or with others, it pays to do the homework beforehand and seek the advice of a professional to help you work through pros and cons and exit strategies …. Just in case.READ MORE
The incentive to work hard, save efficiently and become a self-funded retiree is being seriously eroded by both sides of politics. The Liberals lead by Treasurer and former Social Services Minister Scott Morrison decreed retirees must earn 7.8 per cent income on their investments.READ MORE
© Copyright MoneyLink Financial Planning Pty Ltd 2018 All Rights Reserved. Website by Brilliant Digital
ABN 25 003 937 719 Australian Financial Services Licencee No. 247360