Taxation

The main tax you'll pay is income tax which is calculated on income you receive such as salary and wages, investment income and business income. Generally, the more you earn, the more you pay.

Different types are income are taxed in various ways and an understanding of the taxation system and how it applies to your income and assets is a vital part of a holistic financial plan.

Due to the complexities of the taxation system, along with the various strategies you will need to employ to effectively plan for your future, a strategic plan incorporating advice from both your financial planner and your accountant will result in the most comprehensive outcome.

  • Powerful Budgeting, cash flow and Super Tools available on our site.

    Aging Australians look more and more likely to attain their retirement goals. Three main reasons are more time to save and invest, professional assistance and increased financial literacy. The tools on this site will help improve your financial literacy.

  • Australia's leading causes of death - ABS

    Not the sort of topic one might normally come across but keeping an eye on the 'big' picture is always good for keeping things in perspective. Census data from 2006, 2010 and 2015.

  • Australian Dietary Guidelines and healthy eating chart (PDF)

    The Australian Dietary Guidelines give advice on eating for health and wellbeing. They’re called dietary guidelines because it’s your usual diet that influences your health. Based on the latest scientific evidence, they describe the best approach to eating for a long and healthy life.

  • Government introduces first home scheme laws

    Legislation for the government’s First Home Super Saver Scheme (FHSSS), as well as its proposed new superannuation rules for retirees downsizing their homes, have been introduced to parliament.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.