Financial Planning Archives

What is the Best Interests Duty for mortgage brokers?

Leave a Comment / Business Advice, Financial Planning / By Arabon Accountants

The best interests duty for mortgage brokers is a statutory obligation for mortgage brokers to act in the best interests of consumers (best interests duty), and to prioritise consumers’ interest when providing credit assistance (conflict priority rule). These two obligations are collectively referred to as the Best Interests Duty. Based on the Royal Commission’s recommendations, …

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Arabon Business Accounting new year resolution

New Year resolutions for small businesses

Business, Financial Planning, Grow your Business / By wedodigital

As New Year resolution time rolls around, spare a thought for your business, because every business can benefit from a few resolutions of its own. Here are a few ideas that any business can build some New Year resolutions around. Make sure you have an up to date business plan. Many business plans sit gathering …

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Time to reflect and reset for the year ahead

Financial Planning / By wedodigital

Many people use the Christmas and New Year time to reflect on the year that has just passed, often in a blur, and begin thinking about the future and how to achieve their hopes and dreams. It can be a good opportunity to reconsider financial strategies and goals. If that sounds like a good idea, …

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Four financial goals to kick start the new year

Financial Planning / By wedodigital

The dawn of a new year sees many people setting new year’s resolutions such as losing some weight or giving up smoking. Similarly, the beginning of a new year is the ideal time for setting financial goals, and here are four practical ways you can kick your year off to a great start. Decide what you …

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Arabon Financial Services Life Insurance

Stepped vs level life insurance premiums

Financial Planning / By wedodigital

Often there is a preconception that life insurance gets more expensive as you age. In some cases, this is true because as you get older, you’re more prone to injury or illness and can be riskier to insure. There is a choice with your premiums: you may choose a stepped or level life insurance premium. …

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Would you buy a house with friends or relatives?

Leave a Comment / Financial Planning, Lending / By wedodigital

It’s not uncommon for friends and relatives to band together to capitalise on the investment property market. But what happens when it all goes wrong?

Arabon Business Accounting Main Residence Exemption

Main Residence Exemption Removed for Non-Residents

Leave a Comment / Business, Financial Planning, Tax / By wedodigital

The Federal Budget announced that non-residents will no longer be able to access the main residence exemption for Capital Gains Tax (CGT) purposes from 9 May 2017 (Budget night). Now that the draft legislation has been released, more details are available about how this exclusion will work.

Arabon Business Accounting Selling Property

What Everyone Selling a Property Valued at $750K or More Needs to Know

Leave a Comment / Financial Planning, Lending, Superannuation, Tax / By wedodigital

Every vendor selling a property needs to prove that they are a resident of Australia for tax purposes unless they are happy for the purchaser to withhold a 12.5% withholding tax. From 1 July 2017, every individual selling a property with a sale value of $750,000 or more is affected.

Arabon Business Accounting Super Concessions

Super Concessions for First Home Savers and Downsizers

Leave a Comment / Financial Planning, Superannuation / By wedodigital

Does superannuation offer an avenue to help downsizers and first home savers? The Government seems to think so. Late last month the detail of the housing initiatives announced in the Federal Budget were released for consultation. We explore what’s on offer and the implications.

Financial Planning

What is the Best Interests Duty for mortgage brokers?

New Year resolutions for small businesses

Time to reflect and reset for the year ahead

Four financial goals to kick start the new year

Stepped vs level life insurance premiums

Would you buy a house with friends or relatives?

Main Residence Exemption Removed for Non-Residents

What Everyone Selling a Property Valued at $750K or More Needs to Know

Super Concessions for First Home Savers and Downsizers

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