As we head into the new year it may be timely to review some of the important changes that have been made to superannuation and tax legislation that could be…
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We have had some enquiries from clients as to whether they should now seek the services of a small institution as opposed to the big banks, who have been exposed…
Labor Proposal to Eliminate Franking Credit Refunds Example 1: Self-Funded Retiree, Anna Interest $20,000 Dividend $700 Imputation Credit $300 Taxable Income $21,000 Tax Payable $0 Refund Imputation Credit $300 This…
We also take this opportunity to welcome two great additions to our team. Some of you will already have met Dee Rossiter, who joined us in November 2018 as an…
During the Royal Commission we received many calls and emails from clients offering their support, which was greatly appreciated. We have a relatively small client base, but it is nevertheless…
A common theme to arise from the ongoing Royal Commission is a realisation that big does not always mean better. A high proportion of the scandals that have been uncovered…
We recently attended a briefing by one of our preferred international fund managers. The purpose of the presentation was to highlight to us the depth of research they undertake and…
It has been a busy month of claims for FB Wealth Management in relation to insurance benefits and we wish all affected clients a speedy recovery to good health. The…
Commonwealth Bank of Australia (CBA) has announced a large portion of their Wealth Management business, including Colonial First State (CFS) and Colonial First State Asset Management (CFSGAM), will be demerged….
