We want you to feel as comfortable and confident as possible when reaching out for advice. Whether you have met with a financial adviser previously, or if this is your first time, we welcome you to give us a call today, book an appointment and have a chat with our qualified and experienced financial adviser; Roshan.
When comparing cars do you simply compare brands or specific car models? This is the thought that entered my mind as I read the never-ending stream of media articles regarding the recently published Australian Prudential Regulation Authority’s (APRA) report on comparing superannuation funds. Without understanding the facts, comparisons are generally too broad. First and foremost, if you are a client of us then the report is of no concern to you.
We have created an instructional video for clients to see how to claim their concessional superannuation contributions for their 2021 MyGov tax return.