"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                      
Access Government Co-Contributions

Access Government Co-Contributions

17th Apr 2012

Let the Governement boost your retirement savings... more
Avoid the liquidity trap

Avoid the liquidity trap

17th Apr 2012

Helping SMSF holders plan for the future... more
Grow your super to save capital gains tax

Grow your super to save capital gains tax

17th Apr 2012

Offset capital gains tax and reduce your tax bill... more
Grow your super tax-effectively

Grow your super tax-effectively

17th Apr 2012

Use salary sacrifice to boost your super and reduce tax... more
Insurance: inside or outside super?

Insurance: inside or outside super?

17th Apr 2012

Structuring your insurance tax-effectively... more
Invest inside super to save tax

Invest inside super to save tax

17th Apr 2012

Move assets into super for a more tax-effective retirement income... more
Managing the contribution caps

Managing the contribution caps

17th Apr 2012

Making the most of the opportunities in super... more
Prepay interest and help manage your tax

Prepay interest and help manage your tax

17th Apr 2012

Bring forward the tax deduction on your investment loan... more
Sell a small business tax-effectively

Sell a small business tax-effectively

17th Apr 2012

Using the small business capital gains tax concessions to boost your super... more
SMSF Booklet

SMSF Booklet

17th Apr 2012

While managing your own super provides investment flexibility and control, the biggest challenge is ensuring the decisions you make around your investments are the right ones.... more
Purchasing business real property with borrowed funds

Purchasing business real property with borrowed funds

17th Apr 2012

Strategies for Self Managed Super Funds (SMSFs)... more
Purchasing a residential investment property with borrowed funds

Purchasing a residential investment property with borrowed funds

17th Apr 2012

Strategies for Self Managed Super Funds (SMSFs)... more
Spouse super contributions

Spouse super contributions

17th Apr 2012

Increase their super and reduce your tax... more
Spouse super contributions splitting

Spouse super contributions splitting

17th Apr 2012

Divide your super contributions with your spouse and increase your retirement savings... more
Transitional cap: use it or lose it

Transitional cap: use it or lose it

17th Apr 2012

Taking advantage of the $50,000 concessional contribution cap... more
Transition to retirement tax‑effectively

Transition to retirement tax‑effectively

17th Apr 2012

Use a tax-effective income from super to maintain your lifestyle... more

EOFY Super Opportunities

 

> Staff Profiles
Andrew Rafty> Andrew is a fully certified financial planner ...
Gregory CunninghamCFP, SIA (Aff) AFPA> Greg has over 33 years experience in ...
Robert Chester> Rob has worked in the Financial Services ...
Pandeli HalamandarisDip Bus (Acc), Adv Cert (Acc), Dip FS(FP)> Pandeli’s professional qualifications include a Diploma of ...
Alan FavellCFP, Dip FP> Alan has 22 years experience in the ...
Scott RedpathDip FS (FP), Dip Bus (Bnk & Fin)> Scott’s professional qualifications include a Diploma of ...
Neville WilliamsonDip FP> Neville has been in the Financial Services ...
Greg Armstrong> Greg has 35 years experience in the ...
Bob FeganFdn. DFP> Bob has 32 years experience in the ...
Matthew SwieconekB Com, F Fin> Matthew has over 10 years experience in ...
Wayne BradbrookDip FS (FP)>   Wayne believes in building a long-term relationship ...
Matthew WaughMFinPlan, Adv Dip FS(FP)> Matthew’s professional qualifications include a Masters of ...
Peter PeacockB.Comm (FP)> Peter has worked in the Financial Services ...
Tracey BurnsB. Bus (acc) CPA> Tracey has been working in various financial planning ...
John IvesCFP> John has been working in the Banking ...
Steven JarickCFP Dip FP SSA> Steve has worked in the Financial Services ...
Tom DawesJP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP> Tom has 13 years experience as a Financial ...
David McKayCFP® Dip FP BBus (Acc)> David has 16 years experience in superannuation and ...
Dianne E DashCFP® BComm CA> Dianne is a Chartered Accountant and Certified ...
Howard KempCFP®, Dip FP> Howard has over 22 years financial planning experience ...
Bill WallerJP CFP® GAICD> Bill places a high importance in building ...
Danny KrsticDip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).> With professional qualifications including a Diploma of ...
James ShawBCom FP> James holds a Bachelor of Commerce with ...
Stephen PoucherAFPA> Stephen is a valued member of the ...
Ryan CarrollDip FS (FP)> Ryan Carroll brings a wealth of expertise ...
Danny BesharaDip FS (FP), BCom (Acc) BAppFin> Danny enjoys building long-term relationships and interacting personally ...
Lindsay Bell> Lindsay enjoys interacting with clients both personally ...
Craig BunceDip FS (FP)> Craig Bunce brings a wealth of expertise ...
Ben WellsDip FS (FP), BEc> Ben enjoys building long-term relationships and interacting personally ...
> All Staff
At The ForefrontConsistency • Communication • Innovation