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Posts Tagged ‘review’

Tax Lessons Learned from the 2023 Women’s World Cup

August 22nd, 2023

Just like that, the Women’s World Cup is finished! Over the past month, we’ve seen an impressive run to the semifinals from the Aussies, a few favourites knocked out early, and some intense competition on the pitch. And wouldn’t you just know it, we’ve learned a few tax-related lessons along the way! If you’re readyread more

How Much Income do I Need to Retire?

July 5th, 2023

Many Australians have a clear picture of the lifestyle they want to enjoy when they retire, but perhaps less is understood about the level of income required to achieve it. Whether you envision buying a brand-new caravan to set off around the country, construct a workshop out the back of your home to focus onread more

2025 UPDATE: New UK State Pension Top-Up Rules

June 16th, 2023

Over recent years, eligible UK expats and Aussies that worked in the UK had been granted additional time to top up their UK State pension entitlements, with the deadline on rules impacting the amount able to be topped up was initially slated for 5 April 2023 and subsequently pushed back to 31 July 2023. Theread more

Family Office – Growing & Protecting Significant Wealth

May 31st, 2023

In our article and newsletter content here at McKinley Plowman, we often touch on the importance of managing one’s finances effectively. This typically involves getting the basics right – setting a budget, making well-informed financial decisions, engaging with an adviser, and so on. While these are relevant for just about everyone, there are additional layersread more

Securing the Next Generation’s Financial Future

April 21st, 2023

You’ve worked hard, made smart financial decisions, and are living comfortably on the wealth you’ve accumulated – but what about the next generation? For many of us, a primary motivator behind growing and securing wealth is looking after our family, so that even after we’re gone, they have a secure financial future to look forwardread more

Reviewing Your Marketing Strategy

April 13th, 2023

Is your current marketing strategy working for you? If you don't know or can't tell, then it probably isn't... As we approach 1 July, it's time for business owners to look ahead and plan for growth and change. So, what better time to review your marketing strategy and see where you can improve the faceread more

The Benefits of Tax Planning for Your Bottom Line

March 29th, 2023

Tax Planning season is here! With 30 June fast approaching, now is the time to consider tax planning for your business. They say that if you fail to prepare, prepare to fail – or in this case, prepare to potentially deal with a hefty tax bill and disrupted cash flow! Getting a clear picture ofread more

The Importance of a Long-Term Investment Perspective

February 17th, 2023

As a member of a super fund or an investor, you may have seen some significant events in the past few years that have disrupted global markets, such as COVID-19, decade high inflation and interest rate rises. These events can make you feel uncertain about your investments and financial position. While it is understandable toread more

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