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Step Ahead, the property issue, also with EOFY tax planning tips!

Stay a Step Ahead!

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This is a jam-packed issue of Step Ahead, with the focus this month on property. There have been a lot of conversations about property investment amongst the Yield community over the past few months and we thought we’d share some of the insights we’ve been covering here. We’re also really exited to be joined by Cate Bakos for our property seminar next week. Cate’s going to share her expert thoughts on where to invest, making this a session not to be missed. If you haven’t signed up already, rsvp to the seminar now to avoid missing out!

Lastly, we have included a list of 10 strategies worth considering before the end of Financial Year.

Have a wonderful day!

James McFall and the team at Yield.

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Property and your financial plan

<class=”null” style=”margin: 0;padding: 0;display: block;font-family: Tahoma, Verdana, Segoe, sans-serif;font-size: 13px;font-style: normal;font-weight: normal;line-height: 125%;letter-spacing: normal;text-align: left;color: #606060 !important;”>Whether you are looking to buy your first home, upgrade to a new home or invest towards your retirement, it’s ideal that you can hold your asset for as long as possible. One of the biggest errors people make is that they do not think forward far enough on their decision and when a property is subsequently sold, after only a relatively short time of holding it, it leads to tax implications and transaction costs, that may have otherwise been avoided if there had been adequate planning in the first place.

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Essential metrics to maximise the growth of your investment property

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Read more

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Tradies’ income and property investing

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Join us at our complimentary Property seminar on Wednesday 15 June

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10 Smart End of Financial Year Strategies for 2015/2016

<class=”null” style=”margin: 0;padding: 0;display: block;font-family: Tahoma, Verdana, Segoe, sans-serif;font-size: 13px;font-style: normal;font-weight: normal;line-height: 125%;letter-spacing: normal;text-align: left;color: #606060 !important;”>End of financial year is fast approaching once again! We’ve included a list of 10 handy tips worth considering before end of financial year, that could help improve your financial situation.

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High fives

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“I found the process very smooth and easy. Loved that I could just get basic details out of our super and Prashant consolidated it all for me. Also, staying back to 7pm on some nights just to discuss everything was greatly appreciated.”

– Charlie

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Click here to find out what our other clients are saying.

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Wednesday 15 June
RSVP: http://bit.ly/20QTvNx

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The information provided is general in nature and should not be relied upon before making a decision to invest, or not invest, in a financial product.

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About Yield - Financial Planner Melbourne

Who we serve – We help time poor professionals and business owners who intuitively know they should be doing more to improve their financial position and are seeking an expert to guide them on financial planning strategies. Our clients want personalised financial planning advice and to feel empowered and confident that they can achieve a secure transition to retirement.

What we do – We gain a deep understanding of your current financial position and preferences, what you value and want to achieve. We then help you develop a highly personalised financial plan, to show you how to make your money work harder for you. Ongoing we regularly monitor and measure progress against your plan projections, to show you how you’re tracking and help you manage change to your advantage.

How we do it – We apply our proven expertise in investment markets (Shares & Property), Tax and Debt structuring, Retirement Planning, Risk management and Estate planning, to help you reorganise the way you use your money to achieve your desired outcomes.