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FINANCIAL PLANNING & ACCOUNTING IN ALBURY WODONGA

AT BMG OUR CLIENT RELATIONSHIPS ARE BASED ON AN IN-DEPTH UNDERSTANDING OF THEIR UNIQUE CIRCUMSTANCES, SO THAT WE CAN HELP DRIVE OUTCOMES THAT HAVE A POSITIVE, TANGIBLE IMPACT ON THEIR LIVES.

Results

We connect with every individual we deal with in such a way that we have a positive, tangible impact on their lives.

Natalie Owens Video Results

Understanding

We take the time to get to know our clients so we can understand their unique circumstances, experience and goals.

Stephen Mamouney Video Understanding

Passionate

The BMG team consists of passionate people working together to achieve extraordinary things.

Glen Jarvis Video Passionate

Innovative

Our service packages enable us to continually wow our clients with great service, all inclusive for what we know they are likely to need.

The Journey Video Innovative

IT’S TIME TO REALISE YOUR POTENTIAL

LET US GIVE YOU A UNIQUE PERSPECTIVE ON YOUR BUSINESS

At BMG our focus is all about you and your business. We know how important it is to talk about your business – the good, the bad and the things that keep you up at night. That’s why we’ve introduced a service that allows you to do just this.

We call it Your Time and it’s a strategic consultation to give you a unique perspective on your business. Your Time is an opportunity for you as a business owner to sit with us and talk about your business. We aim to provide you with guidance, ideas and recommendations to help you move forward in the right direction with confidence.

You’ll walk away with an action plan full of brilliant ideas, solid recommendations, and a business relationship that will be in your corner – forever.

BOOK A YOUR TIME CONSULT TODAY

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BMG provides subscribers with a wealth of knowledge in their inbox each month – everything from informative articles and videos, calculators, educational learning modules and a jargon buster.

Subscribe to the monthly enewsletter and you will receive your own personal login details to allow you to explore the Knowledge Centre at any time. The BMG Knowledge Centre keeps you up to date with what’s happening in the market and how this may impact you – empowering you with knowledge!

LATEST NEWS FROM OUR BMG KNOWLEDGE CENTRE

AUGUST 2019

In this month’s newsletter, we begin with a helpful checklist for reviewing your annual super statement, which you should be receiving shortly. Our animation illustrates some of the main points regarding a rather complex area of taxation, capital gains tax (CGT). Legislation recently passed pertaining to the low and middle income tax offset (LMITO); we explore this, and also offer budgeting/spending suggestions if you have received or are expecting to receive a tax refund. Interest rates are at a historic low; we discuss retirement in general, and also changes to the Age Pension deeming rates. Lastly, we leave you with a funny video, in which Jimmy Fallon talks to kids about what they think their parents do all day at work.

Super review checklist: Your annual super statement

As a super fund member, you will be receiving your annual super statement soon. In this article, we provide you with a helpful checklist for reviewing this important document.

Read More

Capital gains tax (CGT) animation

When disposing of an asset, you may find that you make a capital gain or loss. If you do make a capital gain, tax is generally payable. In this animation, we illustrate capital gains tax (CGT).

Launch Video

Tax refunds: Low and middle income tax offset (LMITO)

With a recently legislated Bill, many of us may have seen or are expecting to see a larger refund or smaller debt regarding our 2018-19 tax return. In this article, we explore LMITO, and tax refunds.

Read More

Retirement and changes to the Age Pension deeming rates

Retirement income can often come from several sources. In this article, given the low interest rate environment, we discuss retirement in general, and also changes to the Age Pension deeming rates.

Read More

Claiming deductions for work-related expenses

In the process of preparing your tax return? Any potentially claimable work-related expenses? In this funny video, Jimmy Fallon talks to kids about what they think their parents do all day at work.

Launch Video

TESTIMONIALS

I feel like they are in my corner – they just want what’s best for me. Other people may not realise that – they may not see BMG the way I do.”

Joh PaynterPaynter Group of CompaniesPGC

“BMG have supported me through a lot so I trust them implicitly.”

Robert Tate

BMG are good to bounce ideas off. They are responsible and reliable

Anonymous