Wealth

Get structured - best not to build on a foundation of sand 1st December 2017

The whole area of structuring is full of opportunities that are seldom effectively utilised. What do we mean by structuring? ...

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Kelly+Partners Wealth Philosophy 30th November 2017

Our ideas about money and ability to build wealth are most profoundly influenced by the people who raised us. These people passed on their understanding of what money is all about....

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Get less tax - there are numerous ways to pay less tax 1st November 2017

There are numerous ways to pay less tax. As the quote above indicates, even people as wealthy as the late Kerry Packer are keen to find ways to minimise tax....

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Get an exit plan now - start as you intend to finish 1st October 2017

Many self-employed business owners will rely on the sale of their businesses to fund their retirement. In many instances they have no (or very limited superannuation) at the time of sale....

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When it comes to tax, most people rip themselves off 1st September 2017

When it comes to tax most people rip themselves off. It is not the system, rather it is the lack of sophisticated engagement with the system that costs taxpayers money....

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If there is one thing that you are sure to be asked about as an accountant, it will be “What can be claimed back from the taxman?” 1st August 2017

The most important place to start with a discussion of tax deductions is the basics of how they work....

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The best ‘problem’ in the world is to have earned so much income that you must pay tax 1st July 2017

There are many ways to make a dollar, but most people do not realise that not every dollar is equal under our tax system. ...

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Timing is everything. In financial services, there could not be a saying that is more true 1st June 2017

If you are an individual taxpayer and are not having your affairs handled by a Registered Tax Agent as part of his lodgement program with the ATO, your tax return is due in October. ...

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Understand debt myths 1st May 2017

Let’s face it, have you ever felt great about owing something to someone? The answer is no. So the saying rightly goes “Debt: Fun to acquire, painful to retire”....

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Understand debt elimination 1st April 2017

Most people don’t. Debt is a killer: either it gets you or you eliminate it from your life! Hence the saying, “Kill or be killed”....

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