Wealth Depot is pleased to invite you to our: WD Advance Seminar, “Super – The Current and The Future”. Our role as a financial adviser is not just to make sure your capital is best invested to realise your financial objectives but to foster education and grow your knowledge to ensure that the best…
With the proposed changes to the superannuation contribution caps expected to pass as legislation, planning forward and maximising the capacity to contribute to your retirement savings is essential. We have prepared a short webinar on the topic. Be Informed. Be Prepared. Achieve your Dreams.
Please enjoy our latest edition of Passionate Planning. In This Issue – What is Apple Pay? – Four tips on what to do with a windfall – A SMSF trustee decision for the long, long haul – Make sure your estate ends up in the right hands You are welcome to share our bulletin with your…
Australia’s perception of a comfortable lifestyle has shifted significantly upwards in recent decades, according to new research released in the ‘Australia Today’ report. Click on link: The new cost of being comfortable
This newsletter has the following articles: • Common superannuation mistakes and how to avoid them • Application review: Microsoft Office Lens • Covering your life stage • Tips for teaching children the value of digital money Enjoy your week and we look forward to helping you soon. www.wealthdepot.com.au Passionate Planning V3E2 – Wealth Depot
There are approximately ONE MILLION Australians who are currently managing their own Self-Managed Super Fund (SMSF). This figure is increasing dramatically each year and there is a reason for it.