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Throughout our years of giving tailored advice solutions and our client interactions we have recognised that individual loan portfolios form a critical component of a financial plan. There are important considerations and options to account for in developing a customised credit portfolio. To reflect this we are delighted to announce the integration of “Principal Edge
Read More...Well you’re not alone. And the sandwich is growing! One notable authority on the subject has categorised three demographic groups affected by this issue: Traditional Sandwich (usually 30s-40s): Caring for/helping ageing parents and raising their own children. Club Sandwich (usually 50s-60s): Those sandwiched between the needs of elderly parents, adult children and caring for/helping with
Read More...Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The rollcall of depressing headlines seems endless. But look beyond what the media calls news and there also are a lot of things going right. It’s true the world faces challenges in many areas, and the
Read More...Savouring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes. A host of variables can determine whether a wine is great, good, mediocre or undrinkable. These include the
Read More...I am pleased to inform you that Principal Edge Financial Services has been nominated as a finalist for “Boutique Group of the Year” and “Best Client Service Company” in the 2016 ifa Excellence Awards. The ifa Excellence Awards are the only industry awards dedicated exclusively to boutique self licensed practice’s and non-institutionally aligned financial advisers.
Read More...Ask any successful small business owner about the importance of planning, and I am sure that they will have a comprehensive answer for you. And I don’t mean just planning for the day to day management, year on year business forecast items such as expected revenues and expenses, budgeting and cash flow. Rather I am
Read More...On 3 May the Treasurer, Scott Morrison, released the Government’s 2016/17 Budget – the Government’s economic plan for Australia’s transition from mining boom to a more diverse economy. Before any announcements can be implemented, they require passage of legislation and may be subject to change. Below we provide a comprehensive overview then detailed summary of
Read More...Reducing the company tax rate to 25% From 1 July 2016, the company tax rate will be progressively reduced to 25 per cent over 10 years. The tax rate for businesses with an annual aggregated turnover of less than $10 million will be 27.5 per cent from the 2016-17 income year. The annual aggregated turnover
Read More...Increase to Medicare Levy low-income thresholds From the 2015-16 financial year, the Medicare Levy low-income threshold will be indexed for individuals and families. The threshold for singles will increase to $21,335 per annum and for couples with no children will increase to $36,001 per annum. For those individuals and couples who are eligible for Seniors
Read More...No changes were announced that will directly impact the contributions individuals pay towards the cost of their aged care. However, changes were made to government funding for service providers and this may put pressure on costs. Changes to Aged Care Funding Instrument and funding The government subsidy paid to a residential care provider for each
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