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Customised Financial Planning — A Lonsdale professional financial planning practiceA Lonsdale professional financial planning practice
http://customisedfinancialplanning.com.au/
A Lonsdale professional financial planning practice
http://customisedfinancialplanning.com.au/
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Customised Financial Planning — A Lonsdale professional financial planning practice | customisedfinancialplanning.com.au Reviews
https://customisedfinancialplanning.com.au
A Lonsdale professional financial planning practice
customisedfinancialplanning.com.au
Testimonials — Customised Financial Planning
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Ph: 02 9548 5933 Talk To Us. Our Investment Portfolio Construction Philosophy. Tax & Business Advisory. Resources & News. Posted on March 2, 2015. Edythe and Ian Wilkin. As far as we're concerned our association has been a joint benefit. You have given us peace of mind that we can safely leave our financial matters in your hands. We have always had complete trust in your expertise and integrity and we've happily left you to get on with your job. We look forward … [Read more.]. Posted on September 19, 2013.
10 Habits of Genuinely Charming People — Customised Financial Planning
http://customisedfinancialplanning.com.au/2015/07/29/10-habits-of-genuinely-charming-people
Ph: 02 9548 5933 Talk To Us. Our Investment Portfolio Construction Philosophy. Tax & Business Advisory. Resources & News. Posted on July 29, 2015. 10 Habits of Genuinely Charming People. Sure, everyone knows blunt, impolite and even rude people who are extremely successful. (I know a bunch of them.). But since we’re all more likely to build professional and personal relationships and do business with people we like, we’re naturally drawn to individuals who are polite, modest, agreeable, kind. Charming pe...
The Real Value of Income from Shares — Customised Financial Planning
http://customisedfinancialplanning.com.au/2015/07/29/the-real-value-of-income-from-shares
Ph: 02 9548 5933 Talk To Us. Our Investment Portfolio Construction Philosophy. Tax & Business Advisory. Resources & News. Posted on July 29, 2015. The Real Value of Income from Shares. WHY SHARE INCOME CAN BE HIGHLY TAX-EFFECTIVE INCOME. Term deposits and bonds pay predictable income at regular intervals. But the income they pay is fully taxable. Table 1: DIVIDEND INCOME IS TREATED DIFFERENTLY FOR TAX PURPOSES. Pre-tax yield 5.0% 5.0%. After tax yield at 0% individual tax rate 7.14% 5.0%. However, when y...
Estate Planning — Customised Financial Planning
http://customisedfinancialplanning.com.au/estate-planning
Ph: 02 9548 5933 Talk To Us. Our Investment Portfolio Construction Philosophy. Tax & Business Advisory. Resources & News. Estate planning providing for your beneficiaries and providing you with peace of mind. Estate planning is much more detailed than simply making a Will. It involves organising your estate to ensure that your wealth is passed into the right hands, in the most financially-efficient and tax-effective ways. What do you need to consider when assessing your estate planning needs? Adam was ki...
News — Customised Financial Planning
http://customisedfinancialplanning.com.au/category/news
Ph: 02 9548 5933 Talk To Us. Our Investment Portfolio Construction Philosophy. Tax & Business Advisory. Resources & News. Posted on April 22, 2016. Meet our new staff member – Diane. Posted on April 22, 2016. Insurers – not always doing the right thing. Posted on April 22, 2016. Breaching your mortgage – how to stay safe…. Many of our clients have enjoyed the services of One10, to whom we refer clients for their financing needs. We have been working with Paul Degatesbury and Selmina Agonovic from One...
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Business & retirement - Lister Mason
http://listermason.com.au/business-support/your-business-retirement
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. Business & retirement. Many business owners are counting on selling their business to help fund their retirement. The trouble is how many of us really know what our business is worth? At Lister Mason, we can help to both value your business and help you plan to make it a more valuable asset. Accountants do this for you? We will provide you with a.
Business support options - Lister Mason
http://listermason.com.au/business-support/businext-support-options
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. Once we’ve completed your Business Fitness Review and produced a plan of action, we’ll work hand-in hand with you to implement your plan and measure its success across your business. You can choose from four BusineXT support packages, according to your needs. Initial business value assessment. First Board of Advice meeting and action plan. We sit ...
Tax 2016 - what you need to know - Lister Mason
http://listermason.com.au/personal-taxation/tax-time-letter
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. Tax 2016 – what you need to know. Lister Mason makes tax time easy for you. The 2015/2016 tax year is here again and we are all geared up to service all of your needs. Appointments are generally available from 8.00am to 6.00pm Monday to Friday and by arrangement on Saturdays. So, what’s new this year? Net Medical Expenses Tax Offset (NMETO). 180,0...
What to bring - Lister Mason
http://listermason.com.au/personal-taxation/what-to-bring
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. Below is a detailed list of what we’ll need you to bring along to your appointment. PAYG summaries from employers, Centrelink and/or superannuation funds. Lump sum payments (for example, Employment Termination Payment). Managed fund annual tax statement and capital gains tax statement. Bank statements and term deposits detailing interest earned.
ASIC management - Lister Mason
http://listermason.com.au/business-taxation/asic-management
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. Take the stress out of company secretarial tasks. Your time is valuable and performing company secretarial tasks can be time consuming. Added to this is the risk of penalties for not undertaking these tasks correctly can be high. General advice on company legislation. Filing of annual returns. Preparation of minutes and resolutions.
Personal Taxation - Lister Mason
http://listermason.com.au/personal-taxation
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. Nt, personalised taxation services. Lister Mason has been providing personal taxation services to people in the ‘Shire’ for more than 20 years. You will find our experienced, trusted accountants speak your language and make meeting your tax time obligations straightforward and simple. Our ‘Fast Tax’. Tax 2016 – what you need to know.
Business Taxation - Lister Mason
http://listermason.com.au/business-taxation
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. Get back to the business of running your business. Fulfilling the financial reporting obligations of your business can be an arduous task. A proactive approach to company taxation. We’ll happily act as your external CFO if you need us to and we’ll help to keep your business running profitably and efficiently in the face of ever changing legislation.
Careers - Lister Mason
http://listermason.com.au/careers
Tax and Business Advisory. Business & retirement. Tips & Videos. What you need to know. Tips & Videos. Tips & Videos. Is super a bad investment? Tips & Videos. A warm, personalised team committed to helping clients reach their financial potential. In return we offer a warm, friendly team environment where you can be yourself, as well as have the opportunity to grow. While hard work is an important component for success so too is the ability to have fun and enjoy the challenge. Such an environment enables...
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customisedfinancialplanning.com.au
Customised Financial Planning — A Lonsdale professional financial planning practice
Ph: 02 9548 5933 Talk To Us. Our Investment Portfolio Construction Philosophy. Tax & Business Advisory. Resources & News. Life is full of unforeseen circumstances which can affect your plans. Life … Read More. Access to Mortgage and Lending Services The days of simply going into the … Read More. Things to Consider When caring for your elderly parents Talk with your parents … Read More. Thinking about retirement but not yet ready to take the leap? More Australians … Read More. March 13, 2018. When it come...
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