The Rich Life Vol 83

July 1, 2024
Welcome to the new financial year! With the shortest day behind us, the longer days ahead will allow us to enjoy the outdoors, even if there’s still a need to rug up. The Centaur Team is thrilled to announce that Anthony Mirandilla, bringing over 17+ years of experience as a Financial Adviser, will join us…

Steer clear of these red flags on your return

July 1, 2024
The Australian Taxation Office has provided a heads-up about the areas it will be focussing on when reviewing tax returns this year. The ATO says there are three common errors made by taxpayers: ATO Assistant Commissioner Rob Thomson says while the mistakes are often genuine, sometimes they are deliberate. “The ATO is focussed on supporting…

Market Movements & Economic Review – June 2024

June 4, 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. The run of stronger-than-expected domestic inflation figures continued in May. The higher-than-expected inflation figures saw Australian shares tumble after reaching a welcome high mid-month. The ASX200 finished the month on a positive note, slightly higher for the month…

The Rich Life Vol 82

June 3, 2024
With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you choose, don’t forget the approaching end of financial year. You may have seen all of the EOFY blogs that we have been sharing over the last few weeks to help…
Gold Coast Financial Planners

Smart Super Strategies & EOFY Cut-Off Dates for SuperSMA

June 3, 2024
The lead-up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year. Our good friends at MLC have put together a plethora of useful End of Financial Year (EOFY) resources to help…

How to end the financial year on a high note

June 3, 2024
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth transition and a strong start for the year to come. Topping…

Preparing your family trust for EOFY

June 3, 2024
With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for family trusts. Discretionary trusts (often called family trusts) are the most common trust used in Australia and are generally created to hold and protect family or business assets. Trustees of…

Tax update June 2024

June 3, 2024
Tax cuts ease the message of greater ATO oversight Every taxpayer can look forward to a tax cut from 1 July thanks to the centrepiece of the Federal Budget delivered in May. On average, taxpayers will save around $36 a week under the new rules, which were legislated in February.i The lowest tax rate in…

EOFY 2024

May 31, 2024
The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year. MLC have put together five smart strategies that may benefit you now and help boost your…

The scoop on resources for EOFY and how it can help your super

May 1, 2024
Our good friends at MLC have provided a plethora of useful End of Financial Year (EOFY) resources to help educate and arm you with all of the important ‘in the know’ things that can help you leading up to 30 June. This blog post will provide you with: Whilst these resources are extremely helpful, we…

the PODCAST – Super & Tax Changes + EOFY Tips | Episode 13

April 16, 2024
Centaur Financial Services is delighted to share with you our most recent PODCAST – touching on all of the most recent and upcoming changes including EOFY tips and tricks to ensure you stay ahead of the super and tax game. You can catch the latest episode on Spotify or YouTube. This new episode has our…

Setting yourself up for success in the new financial year

June 1, 2023
The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you can take to set yourself up for the year ahead. Here are some strategies for starting…
Gold Coast FInancial Planners

The Rich Life Vol 68

April 4, 2023
Welcome to our April newsletter, where the days are getting shorter and there is a bit of a nip in the air. Share markets in Australia and overseas have rallied to end the month in a better position as the global banking system steadies itself and there are expectations of a tempering in rate rises….
How to get super ready for EOFY

How to get super ready for EOFY

April 4, 2023
Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s worthwhile turning our focus to superannuation balances as we approach the end of the financial year. There are lots of different ways to top up your super, but if you…
The Rich Life Vol 58 - June 2022

The Rich Life Vol 58

June 1, 2022
June has arrived and so has winter, as the financial year draws to a close. Now that the federal election is out of the way, it’s time to focus on planning for the future with more certainty. Cost of living pressures, inflation and interest rates were major concerns in the lead-up to the May federal…

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