Our Mission Statement
Our Mission is to help our clients:
- Organise their financial affairs;
- Create and protect wealth during working years; and
- Achieve financial security and peace of mind in retirement.
Our Mission is to help our clients:
An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.
The ATO has issued a decision impact statement on a recent decision that determined whether an SMSF was liable for GST on the sale of subdivided lots.
The total value of SMSF assets has climbed to $892 billion during the 12 months to March, according to the latest ATO statistics.
Search through the data collected by the Australian Bureau of Statistics, and find interesting facts about how the country is changing.
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
