Planning

The Federal Budget and your Financial Plan

The Federal Budget and your Financial Plan

We are fortunate to receive several reports and analysis from Australia’s leading financial institutions about legislative change and there is none bigger than Federal Budget announcements. Having reviewed several Budget summaries, we are pleased to provide this overview from ASGARD, which is comprehensive yet simple to read.

This is a budget that has greatest impact on small business owners, families and pensioners, however there are several proposed changes that could affect you if you claim a vehicle in your tax return or have a meals allowance for example, as part of your salary package.

We suggest you read the overview and then you can easily skip through to the aspects that you find most relevant to you. 

Roadmap to Wealth: Making Up Lost Time

Roadmap to Wealth: Making Up Lost Time

Melinda has already made moves to secure some sort of financial freedom for later in life. In 2011, she and her father went halves to buy a property off-the plan in Lalor, based in Melbourne’s northern outskirts. 

As seen in Australian Property Investor magazine, this article looks at general advice provided by James McFall of Yield Financial Planning and other experts, and was published in September 2014.