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Wednesday, May 24, 2017
Real-life case study from Omniwealth on equalising a couples’ superannuation balances to mitigate effects of $1.6mn cap There is plenty of discussion about the new rules limiting tax-free superannuation caps. Omniwealth thought a real-life case study that was actioned in client’s SOA in April-May would be useful. Scenario  Read More
Wednesday, May 24, 2017
For young Australians, one of the biggest challenges they face is the ability to own their own home. In our practice, we are seeing more and more clients who believe that the dream of home ownership is out of their grasp. Increasingly, we meet younger clients who believe purchasing a home and being able to enjoy a life free of money wo Read More
Wednesday, April 12, 2017
Financial planners have an opportunity to extend their businesses into the area of financial contract advice if the Australian Government acts on recommendations of a recent inquiry into small business loans. Atle Crowe-Maxwell, the director of Omniwealth Business Advisory, says planners can help their business clients take advantage of the Read More