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Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

How Much Tax Do You Pay When You Sell Shares In Australia

An important consideration of investing, and your finances more broadly, is being sure of how much tax you pay when you sell shares in Australia. We were recently asked to answer the question below and we go through some of the important factors when assessing how much tax you will need to pay when you sell some… Continue reading How Much Tax Do You Pay When You Sell Shares In Australia

Downsizer Contributions & Your Superannuation

If you’re aged 65 or over and are looking to enhance your savings for retirement, you may want to consider the downsizer contribution to super.  If eligible, under the downsizer contribution rules, your contributions to super are free from some of the normal regulations.  We’ve put together a guide explaining everything you need to know… Continue reading Downsizer Contributions & Your Superannuation

What is a Bucket Company, and Why Use One For Your Business and Investment Structure?

A bucket company is a structure that businesses can use to maximise their profits and to structure their business and personal assets in a tax effective and strategic manner.  The term ‘bucket company’ is used as it sits under your business to ‘catch’ the profits you determine to be not payable to you, thus saving… Continue reading What is a Bucket Company, and Why Use One For Your Business and Investment Structure?

Is The Australian Share Market Overvalued?

We were recently asked by Adviser Ratings to answer a question they were asked on the Australian share market and its current performance in 2021. Graham asked “My searches indicate that the Australian share market is overvalued. Is the Australian share market overvalued and does this mean we can expect a major correction shortly ???”  Thanks… Continue reading Is The Australian Share Market Overvalued?

Financial Planning Fees in 2021

The Financial Planning industry has had to rapidly adapt to the changes in compliance measures and the shift in the industry as a whole over the last three years, which is leading some firms to increase their fees in 2021.  With the major banks, largely transitioning away from Financial Planning advice and the professional standards… Continue reading Financial Planning Fees in 2021

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