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So far Navwealth has created 31 blog entries.

Aged Care: Final Summary

Author: Andrew Wem, Wealth Adviser & Lending Specialist This is the final article in a series of Aged Care emails we have produced over recent months. By planning ahead and visiting a few care facilities in your area or close to where your support is, you can take comfort in the thought that if you [...]

By | December 12th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: Final Summary

Estate Planning: What can you do now and why this is so important

Author: Andrew Wem, Wealth Adviser & Lending Specialist As we get older, it becomes more important than ever to have your assets structured correctly. This does not only ensure that they are protected and preserved for you and your loved ones but also prevents potential issues and costs associated with your assets in the future. [...]

By | November 27th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , |Comments Off on Estate Planning: What can you do now and why this is so important

Aged Care Articles

If you would like to read our previous articles, please click the link below: Aged Care: All you need to know Aged Care: Home Care, Retirement Village or Aged Care Aged Care: Aged Care Assessment and Facilities Review Aged Care: Minimising Aged Care Cost Aged Care: It’s All About Cash Flow Aged Care: Final Summary

By | October 19th, 2017|Categories: Uncategorized|Comments Off on Aged Care Articles

Aged Care: It’s All About Cash Flow

Author: Andrew Wem, Wealth Adviser & Lending Specialist As life expectancy in Australia increases, the need for a comprehensive Aged Care has become more important. One of the most important matters that need to be addressed when discussing Aged Care is ensuring an effective cash flow that will support you or your loved one. Effective [...]

By | October 19th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: It’s All About Cash Flow

Aged Care: Minimising Aged Care Cost

Author: Andrew Wem, Wealth Adviser & Lending Specialist Are you concerned that entering aged care may cost you hundreds of thousands of dollars and don’t know what you can do to reduce these costs? If so, then please read on, as with some timely planning and research, there are several ways that can help you [...]

By | September 20th, 2017|Categories: Blog|Tags: , , , , , , , , , , |Comments Off on Aged Care: Minimising Aged Care Cost

Aged Care: Aged Care Assessment and Facilities Review

Now that you (or a loved one) have decided, or been advised that it is time to look at living arrangements outside of your own home, there are some important steps you need to follow: Aged Care Assessment The first step is to call the Aged Care line on 1800 200 422 to book an Aged [...]

By | August 28th, 2017|Categories: Blog, Uncategorized|Tags: , , , , |Comments Off on Aged Care: Aged Care Assessment and Facilities Review

Aged Care: Home Care, Retirement Village or Aged Care?

Whether you are looking for yourself or a loved one, when it comes to considering Home Care, or a move to a Retirement Village or Aged Care facility an ACAT (Aged Care Assessment Team) will visit you (or your loved one) in your home to observe capabilities and limitations. This assessment determines what type of [...]

By | August 8th, 2017|Categories: Blog|Tags: , , |Comments Off on Aged Care: Home Care, Retirement Village or Aged Care?

ATO Email & Phone Scam

We would like you to be aware that there is a new telephone scam circulating. The caller claims to be from the ATO, and in most cases, they are prompting payment of a tax bill over the phone and threatening legal action if not paid immediately by credit card. Over the last few years, there [...]

By | August 8th, 2017|Categories: Blog|Comments Off on ATO Email & Phone Scam

Aged Care – All you need to know

As Australia's population continues to age, advice in Aged Care is fast becoming a much-needed service. Given this and our commitment to help clients throughout their entire life journey, we are very pleased to advise that our very own Andrew Wem is now an accredited Aged Care Specialist. Regardless of whether you are planning ahead [...]

By | July 14th, 2017|Categories: Blog|Comments Off on Aged Care – All you need to know

Companies & Other Trading Entities

Small Business A small business is now considered to be one with turnover of $10 million or less. Lower tax rates for small business will be 27.5% rather than 30% (the rate for larger entities). Related Party Transactions Are there any outstanding loans to directors / associates? If so, these may be caught under what [...]

By | May 31st, 2017|Categories: Uncategorized|Comments Off on Companies & Other Trading Entities