The simple answer to this is not necessarily! The historical thinking on this was that it was always best to make a pension reversionary to your spouse. This meant that when the pensioner dies, the surviving spouse can continue to receive the tax advantaged (usually tax free) income and the … [Read more...]
posted on September 19, 2013 by
“Franking” – What Is It?
One of the benefits of investing in shares directly or via managed funds, is receiving dividends which have franking or tax credits attached. A franking credit represents the tax paid by companies and then passed on to you as an investor. It may reduce your income tax with any leftover credits … [Read more...]
posted on September 19, 2013 by
Express Families Phone App
This is highly recommended if you have anything to do with Centrelink and have a smart phone. Please click on the link below to find out more detail about the Express plus services App: http://www.humanservices.gov.au/customer/services/express-plus-mobile-apps … [Read more...]
posted on September 19, 2013 by
Paul Jordan
Recently our business was hit with a major cash flow problem. Stephen came up with the solution that by utilising our superannuation funds, we were able to retain all our assets and inject the necessary capital into our business. We have used the services of Lister Mason (& Customised Financial … [Read more...]
posted on September 19, 2013 by
John & Eva Black
A one-stop shop for us to handle all our business and taxation needs as well as financial planning needs through Customised Financial Planning. We have been with Lister Mason for well over 20 years and have trusted them to always look after our best interest. They helped us transition from running a … [Read more...]
posted on September 19, 2013 by
Val Bronson
I have been a client of Customised Financial Planning for many years, and cannot thank them enough for the excellent guidance and management of my investment funds. Being in my senior years I needed confidence and reassurance that my capital would be secure and most importantly, provide an income … [Read more...]
