Legal E Docs Latest News
- May, 2017
Tax deductible financial planning advice
Ultimately financial planning is all about strategies. The best financial product in the world is useless without a financial strategy. Clients must have financial strategies. A strategy based financial planning practice is far more viable and valuable than a sales based practice. - June, 2016
Superannuation - (Including Self-Managed Superannuation)
Along with the family home, superannuation is a cornerstone of most people's financial plans. Almost every financial plan will need to address the client's superannuation situation. This is the case whether the client is a young adult first entering the workforce or a 75 year old retiree. - May 27, 2016
Practical Compliance Guidelines
The Practical Compliance Guideline (PCD 2016/5) was issued by the ATO on 6 April 2016 to provide guidance on what constitutes commercial terms in relation to limited recourse borrowing loan agreements (LRBA). We encourage all of our clients to read this guide.
