360Private

Thu01Dec2016

$500,000 lifetime non-concessional contribution cap scrapped

Strategy Retirement Planning Superannuation

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

Investment

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

Thu01Sep2016

Will you retire comfortably?

Strategy Retirement Planning

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

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?

Thu01Sep2016

Top 10 SMSF compliance mistakes

Superannuation SMSF SMSF Compliance

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.

Wed01Jun2016

Proposed changes that impact upon retirement planning

Federal Budget Strategy Legislation Changes 2016 Federal Budget

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.

Wed01Jun2016

The Government has been dishing out plenty of good news for small business owners lately, and are now set to slash tax rates as part of its ‘10 year Enterprise Tax Plan’.

Wed01Jun2016

Impacts of the Federal Budget

Federal Budget Investment

This year’s Federal Budget was largely considered to be a benign event for equity markets. We expect lower than usual trading levels.

Wed01Jun2016

Unclaimed life insurance

Risk Personal Insurance Life Cover

ASIC currently holds over 970,000 parcels of unclaimed money. Could some of the $1.2billion they hold be rightfully yours?

Wed01Jun2016

Taking care of the furry ones

Estate Planning Wills Beneficiaries

Have you thought about what will happen to your pets when you pass away? Here’s how to make sure they’ll be ok.

Wed01Jun2016

Proposed changes to superannuation thresholds

Federal Budget Superannuation Legislation Changes Contributions

We have summarised the key changes to super that have taken place as at 3 May, along with the further changes coming into effect from 1 July 2017.

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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