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Wealth Planning Partners
51 followers -
Secure, Build, Succeed
Secure, Build, Succeed

51 followers
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2018 has been a mixed year for investors, with some gains, and some losses. We’ve seen a complex economic environment with geopolitical and trade uncertainty, a change of PM (again,) a Royal Commission or two and the possible burst of the crypto-bubble. …
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If you’re a recent retiree and looking to increase your superannuation savings, we’ve got some good news! The Australian Government is proposing to make it easier for recent retirees to save more super by allowing them to contribute for a year without…
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Since the start of the new financial year, 1 July 2018, superannuation contribution opportunities for those aged 65 or over have expanded to include the new Downsizer Contributions. These contributions enable eligible individuals to contribute up to…
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Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know…
Why should I care about lost super?
Why should I care about lost super?
wealthplanningpartners.com.au
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“Cancer isn’t always a matter of genetics or bad luck.” – Prof. David Whiteman, Brisbane’s QIMR Berghofer Medical Research Institute.1 A recent study from the institute found risky habits and behaviour are to blame for more than 16,000 Australians being…
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The end of financial year doesn’t have to be too taxing a time.  These five tips will help organise your finances for the coming financial year. Take the pain out of EOFY by being organised. With the right preparation, you can make lodging your tax return…
5 Tips for EOFY
5 Tips for EOFY
wealthplanningpartners.com.au
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Starting a new business can be exciting but there’s a lot to think about and organise too. Before you even begin, consider how prepared you are to make the difficult decisions, work those long hours required, face possible and ongoing financial…
Starting a business?
Starting a business?
wealthplanningpartners.com.au
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Planning is the key to be retirement ready… and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here’s two top tips you’ll need to consider. 1. Figure out how…
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For many years, salary sacrifice has been the most tax-effective way to build superannuation.
Now, youre able to add personal deductible contributions to your super strategy.
A new way to approach your super strategy
A new way to approach your super strategy
wealthplanningpartners.com.au
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If you're part of a family, here's a quick run down on what Budget 2018 means for you
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