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
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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.
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.
Author: James McFall
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
Work Test Exemption
The recent Work Test Exemption (WTE), which came into play as of the 1st July 2020 , allows people aged between 67 to 74 to make voluntary contributions to Super for an additional financial year. Importantly they must have met the work test (IE were gainfully employed for at least 40 hours in any 30… Continue reading Work Test Exemption
Succession Plan for Business Owners
A succession plan for business owners is something that our clients are always interested in. Business owners have been severely impacted as a result of the COVID-19 pandemic, and the benefits of long-term planning have never been more apparent. We were asked, by the Financial Planning Association of Australia, our thoughts on how the rapidly… Continue reading Succession Plan for Business Owners
7 EOFY Tax Tips for 2021
Our EOFY tax tips are the perfect opportunity to review strategies for reducing your tax bill and improving your investment position. This is because you can see what assessable income you have earned for the year, including any capital gains. With the importance of this time of year for everyone who pays tax, which will… Continue reading 7 EOFY Tax Tips for 2021
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
2020 Market Overview and Outlook for 2021
2020 proved to be a very challenging year for investment markets due to COVID. Sharemarkets and the property market alike sold off as the world was shaken by the worst health related economic crisis in history. So to evaluate where we have been and where we are headed, our 2020 Market Overview and Outlook for… Continue reading 2020 Market Overview and Outlook for 2021
Financial Planning Goals in the New Year
Financial planning goals are usually considered in the new year period and so it is likely you will start to look ahead to what you want to achieve and secure in 2021 shortly. Given the global pandemic, your goals for 2020 are likely to have been affected or potentially heavily affected, making it even more… Continue reading Financial Planning Goals in the New Year
