Education is the Key

Education is the key to success and we believe strongly about making sure our clients are fully educated about investment and financial matters.  As such we’re travelling around the country and delivering presentations to raise educational awareness.  Below is a list of the topics we’re covering during the workshops.

– Principle Place of Residence Tax Exemptions
– How to reduce Tax from a bonus such as MSBS
– How to reduce Capital Gains Tax
– Negative and Positive Gearing
– Tax Variation Forms
– Mortgage Insurance
– Offset Accounts
– Why Pay Interest Only on a Loan
– What do I need to Buy a Property
– Using Equity
– Renting V’s Owning
– How to Own your Own Home Sooner
– Property V’s Shares
– DHOAS or RA, which is better for you

Upcoming Workshops for 2018

Register your interest below if you’d like to attend a presentation.


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Workshop of interest: