Federal Government’s Early Budget Changes

Peter Cramer

Last week the Government put out a “Clayton’s” budget – the “mid-year economic and fiscal outlook when you’re not having a budget” budget! There were a couple of proposals that have some relevance and some good news. The good news story is that legislation will be changed to confirm that when a pensioner dies within […] Read More

Moving into the Cloud… or not?

Rohan Brown

Moving into the Cloud… or not? I recently read an article detailing how Microsoft are moving to a ‘users pays’ software model with Microsoft 2013 and the advantages and disadvantages of this. The article got me thinking about Microsoft’s other Office offering Office 360 which is a cloud based solution. The information world is changing, […] Read More

How to avoid being ripped off!

Chris Foster

Recently you may have received a letter jointly distributed by Australia Post, ASIC and the Australian Crime Commission (ACC) warning of increased activity by organised criminal groups targeting the savings of Australians through investment fraud. These organised criminal groups are located not only in Australia but around the world. It just so happens that at […] Read More

5 Key Strategies for Estate Planning Evening

Matt Richardson

A couple of nights ago Peter Cramer and I hosted an Estate Planning seminar for our clients. The fantastic thing we are now able to do with these client presentations is provide access to our clients who cannot attend via a webinar service. Clients can dial in at home over the internet to listen in […] Read More

Goal Setting & Happiness

David Hadley

After sitting in on an interesting webinar conducted by Ric Payne of Principa, I felt compelled to share it with you. The webinar was titled “A Goal Setting Workshop” and described how research has shown that happiness is strongly linked to success. Therefore once you are successful you will become happy and content. Everyone though […] Read More

Catching up with our new SMSF Members

Peter Cramer

Today at Green Taylor Partners we held a casual luncheon and information session for Trustees of recently established Self Managed Superannuation Funds. The new Trustees were invited to have lunch with us and take the opportunity to ask any questions about their SMSF or voice any concerns that they may have had. Lots of questions […] Read More

New Changes for Self Managed Superannuation Trustees

Peter Cramer

There have been a couple of changes made to responsibilities and obligations imposed on SMSF Trustees kicking off effectively 7th of August and these are now Law. Let’s have a look at them. Trustees must consider insurance for Fund members as part of the Investment Strategy for an SMSF I think this is a good […] Read More

Using a Buyer’s Agent to purchase property

Matt Richardson

Many prospective property investors fail to follow through in making a purchase due to their fear of “getting it wrong” and not having the confidence that their own research and negotiating skills are adequate. One method of addressing this is to engage a property expert, commonly known as a Buyer’s Agent. What is a Buyer’s […] Read More