Step Ahead - June 2016
Step Ahead, the property issue, also with EOFY tax planning tips!

Stay a Step Ahead!

Welcome to your June e-newsletter from Yield Financial Planning. Each month we provide strategic, educational and timely direction, to assist your financial planning journey. We hope you enjoy this edition and if you know anyone you think will find it interesting or that you think might benefit from our advice, why not forward this newsletter to them, by clicking the link at the top of the page.
This is a jam-packed issue of Step Ahead, with the focus this month on property. There have been a lot of conversations about property investment amongst the Yield community over the past few months and we thought we'd share some of the insights we've been covering here. We're also really exited to be joined by Cate Bakos for our property seminar next week. Cate's going to share her expert thoughts on where to invest, making this a session not to be missed. If you haven't signed up already, rsvp to the seminar now to avoid missing out!

Lastly, we have included a list of 10 strategies worth considering before the end of Financial Year. 

Have a wonderful day!

James McFall and the team at Yield.

Property and your financial plan

Whether you are looking to buy your first home, upgrade to a new home or invest towards your retirement, it’s ideal that you can hold your asset for as long as possible. One of the biggest errors people make is that they do not think forward far enough on their decision and when a property is subsequently sold, after only a relatively short time of holding it, it leads to tax implications and transaction costs, that may have otherwise been avoided if there had been adequate planning in the first place.  

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Essential metrics to maximise the growth of your investment property

Every investor wants to purchase a property which will grow in value. Preferably they'd like it to outperform the market. This is achievable, but there are arguably three other metrics which are just as important, if not moreso. Our guest blogger, Cate Bakos shares her insights on the essential elements for investment property growth.  

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Tradies' income and property investing

I was reading an article in The Age that talks about what tradies really earn. The correlation between the wages of tradies and the value of your investment property brings up interesting issues surrounding the property boom in our capital cities.


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Join us at our complimentary Property seminar on Wednesday 15 June

We would like to extend an invitation to our next seminar where we will be focusing on property. Leading buyers advocate, Cate Bakos, is joining us and we're excited to hear her insights on where to invest. Registration is free but spaces are limited so RSVP now so you don't miss out.   Read more and RSVP

10 Smart End of Financial Year Strategies for 2015/2016

End of financial year is fast approaching once again! We've included a list of 10 handy tips worth considering before end of financial year, that could help improve your financial situation.  

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High fives

We love hearing that our advice has been appreciated. Check out what Charlie has had to say about us this month:

"I found the process very smooth and easy. Loved that I could just get basic details out of our super and Prashant consolidated it all for me. Also, staying back to 7pm on some nights just to discuss everything was greatly appreciated."

- Charlie
Click here to find out what our other clients are saying.
Wednesday 15 June
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The information provided is general in nature and should not be relied upon before making a decision to invest, or not invest, in a financial product.


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