Are you considering helping your kids get onto the property ladder – whether for their first home or investment property? Before jumping in … Helping the kids become homeowners
With over three decades of experience in financial planning, Kelly Lindsell is a trusted professional who specializes in helping Business Leaders and Business … Kelly Lindsell
The general transfer balance cap will increase from $1.9 million to $2 million from 1 July 2025 – barring any government intervention – … Indexation of Transfer Balance Cap
Daniel has over 10 years of financial planning experience. Prior to becoming an Associate Adviser in 2020, he supported the delivery of quality … Daniel Stokes
Emma has worked in financial planning for 8 years supporting the delivery of quality advice and services to clients. In 2024 she decided … Emma O’Toner
Jamie Lee has worked at Fitzpatricks for over 4 years supporting the delivery of quality advice and services to clients. In 2024 she … Jamie Lee Fraser
If you have some downtime during the holiday season, why not take stock of where you’re at financially and plan for the next … Planning for the New Year
Determining an SMSF’s exempt current pension income The lodgement date for SMSF annual returns for 2024 is approaching unless you established a fund … Determining an SMSF’s exempt current pension income
By now you should’ve lodged your tax return as the October 31 deadline has passed – unless you’re lodging under a tax agent … Aftermath of tax time
Unlike the days of old, the current superannuation system is cleverly designed to prevent the creation of ‘family dynasties’ with super. At the … Super death benefits – don’t forget the kids
