Insurance payouts after a disaster
When to include insurance payouts from disaster events in your tax return for businesses, or assets that produce income. When
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.
When to include insurance payouts from disaster events in your tax return for businesses, or assets that produce income. When
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades,
Suite 31111,
Level 11,
Tower 3, Southport Central
9 Lawson Street
Southport Qld 4215
PO Box 223, Pacific Fair, Qld 4218
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
T M O’Sullivan Pty Ltd (T/A Right Fit Financial Advisors) ABN 76 155 743 294 is a Corporate Authorised Representative (No. 419232) of Lifespan Financial Planning Pty Ltd. ABN 23 065 921 735. Australian Financial Services Licence No. 229892.