Stay a Step Ahead

‘Step Ahead’ is provided exclusively to clients and subscribers of Yield Financial Planning and Property Planning Australia and is designed to share expert insights on:

1. Investment Markets

2. Legislative Changes

3. Investment Strategies

Content is provided by a collaboration of thought leaders in Property, Share broking, Funds Management and Financial Planning, sharing tips and strategies to help you stay a ‘Step Ahead’.

We trust you find today’s newsletter valuable. For more thoughts and insights take a look at our blog, located on our home page www.yieldfp.com.au where you will see we welcome your questions too!

Property Planning Australia Financial Planning has been rebranded

As announced by Property Planning Australia on Friday 01 May, we have rebranded Property Planning Australia Financial Planning to Yield Financial Planning.

>>> Read more

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 for more information.

>>> Read more

The step by step guide to achieving a comfortable retirement

Most of us have some idea of what we want to achieve in life financially, like buy a home, give our kids and grandkids a good education and retire comfortably. But in the most part, few people have committed these goals to paper and prioritised them.

Our comprehensive step by step guide will help you plan your financial future, elaborating on the following points:

  1. Quantify what you value most in life.
  2. Prioritise what is important to you.
  3. Nurture your superannuation.
  4. Have a plan for how you use your free cash flow.
  5. Consider investing savings or accumulated capital.
  6. Legally minimise your tax liability
  7. Structure your debt properly.
  8. Protect your downside.
  9. When you retire, manage your asset draw down.
  10. Seek advice.

>>> Read more

Yield Financial Planning cordially invites you to our Boardroom Seminar Sessions

Focusing on the stock market, these forums will give you an insight into how to maximise your portfolio performance – irrespective of your preference for capital growth, yield or capital protection.

There will be no cost to you for attending - however RSVP is essential.

The sessions are presented by Ben Brockhurst – our partner and in-house stockbroking expert.

Ben is an Affiliate Member of the Stockbrokers Association of Australia and an experienced Stockbroker, having worked with a number of largest broking firms (both Australian and International).

The following dates are scheduled:

  • Thursday June 18th
  • Tuesday June 23rd

The seminars are 6.30 pm for a 7:00 pm start and will run for approximately two hours with refreshments provided.

To RSVP simply respond to this email, call or email any Yield Financial Planning team member.

P.S. As we are limited to boardroom capacity please RSVP at your earliest convenience to avoid disappointment.

Read our blog for more thoughts and insights
>>> Visit our website:
>>> Send us an email:
© Yield Financial Planning *|CURRENT_YEAR|*, All rights reserved. Yield Financial Planning ABN 93 378 061 533.
Corporate Authorised Representative 428640 of The Advice Exchange Pty Ltd | ABN 55 107 629 194 AFSL No. 278937.

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.

Yield Financial Planning, Ground Floor, 123 Camberwell Road, Hawthorn East VIC 3123.

Click here to view our privacy statement.