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

A very experienced team

The team from 360Private have been providing auditing and financial services to our Group of Companies for over 20 years.

We have remained a client over the duration as there has always been a very experienced team of diligent and reliable specialists available, uniquely qualified to support us in our engagement.

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