NextGen Planners’ Post

Aleks Vickovich, Editor-in-Chief at Conexus Financial, joins The Australian’s Wealth Editor James Kirby, on The Money Puzzle to discuss rising scrutiny of industry super funds, financial advice reform, and the $3 million super tax. With key bills going down to the wire, they unpack what this means as the Albanese government’s first term nears its end. Listen now. #FinancialAdvice #SuperFunds #TaxReform https://lnkd.in/dfnJEKmb

Aleks Vickovich, Editor-in-Chief at Conexus Financial, joins The Australian’s Wealth Editor James Kirby, on The Money Puzzle to discuss rising scrutiny of industry super funds, financial advice reform, and the $3 million super tax. With key bills going down to the wire, they unpack what this means as the Albanese government’s first term nears its end. Listen now. #FinancialAdvice #SuperFunds #TaxReform https://lnkd.in/dfnJEKmb

Sohail Merchant and I were invited for an insightful discussion revolving around the role of accountants and property advisors in the real estate investment success. The world is transforming into a nutshell, therefore, we emphasized on the importance of fostering strong, communicative relationships with accountants and property advisors. We discussed how clear communication ensures all financial aspects are managed effectively, minimizing errors and maximizing returns. The episode covers tips on tax efficiency, helping investors maximize deductions and minimize liabilities and much more… Tune into the episode linked below to give it a listen and find out more! ➡️ https://lnkd.in/gnMiRPc2 #realestateinvestment #propertyadvisors #accountants #taxefficiency #financialplanning #investmentsuccess #realestatetips #maximizereturns #minimizeliabilities #propertyinvestment

Have A Great Start To A New Month! Let's make this month count by taking proactive steps towards financial empowerment. We're here to provide the guidance and services you need. #FinancialEmpowerment #August #goals #essentialfinance

Say hello to these amazing new tax lien investors from Kennewick, Washington! Are you ready to join their ranks? Explore our website through the link in our bio to kickstart your journey to financial success with tax lien investing! 🏠💼 #taxliencode #realestateinvesting #taxlieninvesting #financialfreedom #realestateinvestor

Are you aware about the impact your choice of ownership structure has on your long-term returns and tax deductions as a property investor? Register for Rise High Financial Solutions' upcoming seminar to learn this and much more for free! Our team of experts will be here on the 8th of May to guide and empower you on the exciting journey to building long-term wealth. Save the date! https://lnkd.in/gAVYDdPP #RiseHigh #AdelaideSeminar #Propertyinvestment #PropertyInvestor #OwnershipStructure #PropertyMarket #PropertyInvestmentSeminar

July 1 is around the corner, and here's what you need to know. Whether you're an individual, a business owner, a sole trader or a property owner - there are a whole host of new tax and super changes that come into effect next month that affect you. Swipe to learn more. Need a little help navigating these changes and what they mean for your financial situation? Get in touch with Adam and our friendly team of accountants today. #taxnews #ATO #taxchanges #EOFY #sydneyaccountants #charteredaccountants 💻 www.collectiveteam.com.au

As the end of 2024 approaches, it's a great time to review finances and make strategic adjustments. Here are some key financial considerations (continued): Estate Planning • Update Wills and Power of Attorney: Make sure your will and beneficiaries are up-to-date, especially after major life events. • Plan for Tax-Efficient Wealth Transfer: If you intend to transfer wealth, consult with a tax professional to minimize tax liabilities. Contact us to schedule a year-end financial review and make sure you’re on the right track for 2025

2025 - Book a AAF Financial Health Check !!! Get your finances in order Review your plans and check they still meet your objectives Get a second opinion Review your tax position #financialhealthcheck #getorganised #financialplanning #wealthmanagement #taxled #financialfreedom #financialindependence #financialfitness #ihtplanning #retirementplanning #expats #savingandinvesting

Are you aware about the impact your choice of ownership structure has on your long-term returns and tax deductions as a property investor? Register for Rise High Financial Solutions' upcoming seminar to learn this and much more for free! Our team of experts will be here on the 8th of May to guide and empower you on the exciting journey to building long-term wealth. Save the date! https://lnkd.in/grqxyvr6 #RiseHigh #AdelaideSeminar #Propertyinvestment #PropertyInvestor #OwnershipStructure #PropertyMarket #PropertyInvestmentSeminar