Our Advent calendar for 2017

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.

Come back each day for an inspirational quote or poem about Christmas, summer and life in general from the likes of Banjo Paterson or Charles Dickens. 

             

 

Open the Advent Calendar

 

 

 

 

 

 

 

  • SMSFs warned on common mistakes with bare trusts

    A specialist law firm has highlighted the importance of ensuring that the bare trust has been set up correctly where SMSFs are looking to borrow money.

  • Should you be getting advice?

    From navigating market volatility to superannuation legislation changes to determining the right asset allocation, here's how financial advice can help investors optimise their portfolios.

  • Tax Office homing in property deductions, SMSFs warned

    With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls in this area that can land them in trouble.

  • NALI ‘not going away anytime soon’

    SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.

Create Financial Planning ABN 92 115 963 445, trading as IT Financial Services, is an Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995, an Australian Financial Services Licensee with its registered office at Level 6, 161 Collins Street, Melbourne VIC 3000.