Downsizer super contributions
About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or
About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or
Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different
If you own a rental property or holiday home, work out if your rental arrangements are for an investment or a business. Common rental arrangements
If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is
Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed
Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so
Why invest in property? What makes this such a popular option? You can earn rental income plus benefit from capital growth. What’s different for investors
Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you
Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing this can help you negotiate
What is a salary sacrifice arrangement? Salary sacrifice is an agreement with your employer to contribute a certain amount of your pre-tax salary or potential
From Proverbs to John Lennon, many people have said it – and the last nine months have been a reminder of its truth: life happens
Rising levels of debt and finding ways to manage it is a concern for many of our clients. For some, it’s aiming to improve their
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.