The federal budget is done and dusted, the federal election is just around the corner, and before we know it we will be welcoming in the new financial year.
We kick off with smart super strategies to consider before the end of the financial year, as well as more details about making after-tax contributions to super before 30 June.
We take a look at the importance of thinking ahead if you are planning to retire from your small business. If aged care assistance is something you are considering for your parents, then take a few moments to read our article which provides some guidance to help with the transition into supported living.
Our final article delves into why it's important to plan for your "life" in retirement with a balanced approach.
If you would like more information on any of the articles below, please contact this office on 02 9875 2966 or client@nkp.net.au.
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year.
Selling a small business can be a challenging, complicated and uncertain time. So too can retiring. Combine the two and you have a situation where early planning and advice is critical.
Helping parents make the transition into supported living can be challenging, but forward planning and open communication can help everyone. Here are some things to consider together.
While it is generally not smart (or sustainable for most people) to go out and spend at will (or to eat nothing but ice cream), a good way to view the spend / save relationship is through an "everything in balance" approach.
Andrew Newcombe and John Kritsimas
GP Thornleigh Pty Ltd ABN 50 131 194 058 + Euthenia Financial Services Pty Ltd ABN 52 145 820 622
Trading as: Newcombe Kritsimas Partners ABN 53 760 991 834
Authorised Representative(s)Godfrey Pembroke Group Pty Ltd Australian Financial Services Licensee
This email is sent by or on behalf of the named sender identified above. If you do not wish to receive any email marketing material from us in the future, please forward the contents of this email to client@nkp.net.au with the message "unsubscribe” in the subject box.
This information is purely factual in nature. Please do not rely on this information to make any financial decisions as this information has not been tailored to your personal. circumstances. If you would like financial product advice or services please let me know and I will set up an appointment for you.
Any advice in this email is of a general nature only and has not been tailored to your personal objectives, financial situation and needs. Before acting on this advice, you should consider whether it is appropriate having regards to your personal objectives, financial situation and needs.
Before making a decision to acquire a financial product, you should obtain and read a Product Disclosure Statement (PDS) relating to that product, it is important for you to consider these matters and to seek appropriate advice.
The material contained in this email is based on information received in good faith from third party sources, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate.
Past performance is not a reliable guide to future returns.
Suite 404, 85 George St
Parramatta, NSW 2150
02 9875 2966
