17 12, 2015

SMSF Record Keeping Requirements

By | December 17th, 2015|Categories: SMSF|Tags: , |0 Comments

One of your responsibilities as a trustee is to ensure proper and accurate tax and super records are kept. In the article and video below, the ATO provides valuable information on the information that should be kept and recorded as part of your Self Managed Superannuation Fund compliance requirements. Click image below to read full [...]

26 08, 2015

Global share markets fall despite sound fundamentals

By | August 26th, 2015|Categories: Financial Planning|Tags: |0 Comments

All major share markets have been sold down heavily over recent days. The correction on equity markets has also been accompanied by ongoing falls in the price of commodities and emerging market currencies. Since the beginning of August, Australian shares are down 12%, with losses of 10% to 12% recorded across the United States, Europe [...]

15 08, 2015

Mortgage tips from Shane Price

By | August 15th, 2015|Categories: Financial Planning|Tags: , |0 Comments

As the new financial year is now in full swing, it is a great time to review your mortgage/debts and ensure you are on the right track. Navwealth's Lending Specialist, Shane Price gives his top mortgage tips below... Saving Interest Thinking ahead Choosing carefully Getting the right advice Reducing Risk   Saving Interest With the [...]

29 07, 2015

Alex Gassner writes …

By | July 29th, 2015|Categories: Blog|Tags: |0 Comments

We recently communicated to you asking you to join us in congratulating Alex Gassner, who has recently fully transitioned into the role of Wealth Adviser. Alex is not new to Navwealth having joined our team back in January 2013 as a Research and Technical Analyst where he helped to develop comprehensive strategies for clients. His [...]

22 06, 2015

30 June is coming soon!

By | June 22nd, 2015|Categories: Accounting|Tags: , |0 Comments

With the end of the financial year fast approaching, NOW is the time to consider your financial and taxation circumstances before 30 June. In other words, have a look at how the financial year has transpired and consider any strategies that may warrant action before it ends. The following contains information that where applicable to [...]

13 05, 2015

Federal Budget Announcement 2015-16

By | May 13th, 2015|Categories: Accounting, Financial Planning|Tags: |0 Comments

The 2015-16 Federal Budget was announced last night and has (as expected) had significant attention in this morning's media. AMP have released various budget summaries including a detailed customer briefing document, an Oliver's Insights, and a Video summary of the announcement. We have included a link to each below, however the key points are as [...]