360Private

Planning for retirement means different things to different people, but for many Australians, it's not all about savings and superannuation. If that's the case, how are they expecting to fund their retirement?

New annual caps and bring forward rules have replaced the Government's proposed $500,000 lifetime non-concessional contribution cap and there are some key changes you need to be aware of.

Thu01Sep2016

Value investing

Written by The Investment & Portfolio Advice Team

Investment

What is it? Who does it? And how does it stack up against other styles?

Thu01Sep2016

Less than 20% of retiring individuals and less than 30% of retiring couples aged over 65 are able to retire comfortably. Are you in their number?

Thu01Sep2016

The role of an executor

Written by The Estate Team

Estate Planning Wills

The obligations and responsibilities of an executor of an estate are extensive and if inadvertantly mishandled, there can be severe consequences for the executor. Do you want to put a family member or a friend under that pressure?

With the ATO increasing the penalties for compliance mistakes for SMSF’s, now is a good time to make sure you’re doing everything by the book.

The 3 May Federal Budget announcements proposed several changes to super and tax. Whilst some of these changes were expected, there are additional changes to super that may impact your current strategies and how you plan for your retirement.

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Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

We've relied on them for over 30 years

We have relied on the Team at 360Private for accounting and financial advice for over 30 years. Their sound strategy enabled our investments to perform well even through the Global Financial Crisis and we have benefitted from their knowledge of taxation law and superannuation. On a day to day level, we are always able to get prompt replies to any accounting matters relating to our business and everything is explained in language we can understand, rather than in "accountant speak". Our children now have their own businesses too and they also rely on 360Private.

- Sandra Haese, Director, Haese Mathematics

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