April 2017

Small biz CGT | Negative gearing | Goals investing | Aged care | Bad habits | Savings Calculator

The year seems to be hurtling along at a quick pace, in some ways it’s hard to believe it’s April. In this month’s edition, we discuss the CGT concessions available to small business owners. Our animated video explores negative gearing for wealth creation. We look at goals-based portfolio construction. With aged care services either available from the comfort of your home or within an aged care facility, we review the Commonwealth Home Support Programme. Lastly, we showcase a video that proposes a solution to break those bad financial habits!

Small business CGT concessions

If you are considering selling a small business or the assets it uses, you may be eligible for a range of CGT concessions to help reduce the capital gains tax associated with the sale. We discuss the several concessions that may be available to you.

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What is negative gearing?

Negative gearing is a wealth accumulation strategy that often also aims to minimise tax. In this animation, we demonstrate what negative gearing is and several of the important considerations around utilising this strategy for wealth creation.

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Exploring goals-based investing

The foundation of goals-based investing lies in ensuring that there is alignment between your financial goals and objectives, tolerance for risk and the way your investment portfolio is ultimately invested. We explore this in a little more detail.

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Aged care services: Commonwealth home support programme

For the majority of people, being able to live independently in your home as you age is what you want, but the reality is that sometimes you may need some help. In this article, we focus on the Commonwealth Home Support Programme.

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Judson Brewer: A simple way to break a bad habit

For some of us, our bad habits may be put down to a simple case of, “We are what we repeatedly do”. This video may have an answer to breaking those habits through ‘mindfulness’.

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Savings goal calculator – How long to save

When it comes to a savings goal, a question we often ask is, ‘How long will it take to reach my savings goal given my current account balance, interest being earnt and regular contributions?’ Our new calculator may just be the answer to the question you have been looking for.

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