Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home. Home ownership is still the great Australian dream for many
Right Fit Financial Advisors can help you make the most of a sudden windfall.
Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them? And, when it comes to inheritance, how do you know if there are any special obligations or considerations that apply?
Some questions you may wish to consider include:
If you have a sudden windfall like cash, property, shares or even a valuable item there may be financial implications. We can help you understand those implications and help you make the most of your windfall. We’ll also ensure you’re aware of any tax implications of your decisions.
We can:
If you want us to help you make the most of that windfall contact us today.
Right Fit Financial Advisors in Southport can help you make the most of a sudden windfall. Contact us on (07) 5528 1222.
More Australians are upsizing their super by downsizing their home. Home ownership is still the great Australian dream for many
Get professional legal and financial advice The right professional advice can take the guesswork out of deciding how to distribute
Suite 31111,
Level 11,
Tower 3, Southport Central
9 Lawson Street
Southport Qld 4215
PO Box 407, Surfers Paradise, Qld 4217
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
T M O’Sullivan Pty Ltd (T/A Right Fit Financial Advisors) is a Corporate Authorised Representative (No. 419232) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.