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https://www.envisionfinancial.com.au/wp-content/uploads/2021/07/The-Strategy-Stacker-Luke-Talks-Money-09072021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The legislation and strategy can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and options.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
Luke joins Leon this week via the telephone, given the covid precautions in Canberra. Leon starts the show by expressing how much he dislikes the term ‘salary sacrificing’, because you’re not in actually sacrificing anything, you’re just diverting your salary for something else that will be of benefit. It’s more like diverting money than sacrificing it.
Key highlights include:
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2021/07/The-Strategy-Stacker-Luke-Talks-Money-02072021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The legislation and strategy can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and options.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 25 June 2021. This week’s topic: What are your new financial year resolutions?
Luke and Leon however start the show by talking about end of year financial planning. If you haven’t started yet it is almost too late. Luke provides a reminder that super contributions must be cleared and in your super fund – not in transit or pending by 30 June if you’re looking to boost your super and claim a tax deduction. We hope you don’t miss the deadline. Stepping forward though, what are your goals and ambitions for the new financial year?
Key highlights include:
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2021/06/The-Strategy-Stacker-Luke-Talks-Money-25062021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The legislation and strategy can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and options.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
30 June is just around the corner – is there anything you should prepay?
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 18 June 2021. This week’s topic: What can you prepay before 30 June?
Luke and Leon however start the show by talking about the legislative changes that occurred this week. As Luke wisely points out, don’t think that ‘stapled’ to your super fund means that you’re stuck with your super fund forever. This legislation doesn’t mean that you no longer have super choice. What it does do though is that your super fund will travel with you when you change jobs. This is particularly important for young workers who change jobs often and generally don’t pay much attention to super. Importantly if you want to switch super funds, you still can.
Key highlights include:
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2021/06/The-Strategy-Stacker-Luke-Talks-Money-18062021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The legislation and strategy can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and options. Luke can also refer you to an accountant at no cost.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
What is Capital Gains Tax and can you manage it?
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 11 June 2021. This week’s topic: Capital Gains Tax and June 30.
Luke starts the show with a timely reminder about making contributions to super before June 30. As Luke says, if you make your contributions early, you’ll never be late. This week though the topic is Capital Gains Tax (CGT). A Capital Gain occurs when you sell a capital asset like real estate or an investment. It’s the difference between what you paid for the asset and what you sold it for. In Australia, if you sell the asset for more than you paid for it, you will need to pay Capital Gains Tax unless it is an exempt asset, like your main residence.
Key highlights include:
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2021/06/The-Strategy-Stacker-Luke-Talks-Money-11062021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The legislation and strategy can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and options. Luke can also refer you to an accountant at no cost.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday fortnight. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
Is there anything in the Federal Budget I should know about?
Although the Federal Budget was handed down a short while ago, it takes some time to really look into the detail and do the analysis to work out the wins and losses. It’s important to remember that the budget announcement is just that – an announcement. The proposals don’t become law until they are passed by both houses of parliament.
In this episode Luke provides his insights into the Federal Budget 2021-22.
Key highlights include:
https://www.envisionfinancial.com.au/wp-content/uploads/2021/06/The-Strategy-Stacker-Luke-Talks-Money-04062021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The legislation and strategy can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and options.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday fortnight. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
Should you make a super contribution before the end of financial year?
With less than a month to go, now is the time to think about your super strategy and make a contribution to your superannuation fund. Many people leave making contributions to super too late and miss out on the benefits.
In this episode Luke provides his insights and tips into the factors you might think about before making a contribution to super.
Key highlights include:
https://www.envisionfinancial.com.au/wp-content/uploads/2021/06/The-Strategy-Stacker-Luke-Talks-Money-28052021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The decision to invest can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and objectives and options.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday fortnight. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
This question might not be a question for you’ve thought about. If you have money to save and invest, then it might be worth your while thinking about which investment structure you use.
In this episode Luke provides his insights and tips into the factors you might think about.
Key highlights include:
https://www.envisionfinancial.com.au/wp-content/uploads/2021/05/The-Strategy-Stacker-Luke-Talks-Money-21052021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The decision to invest can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and objectives and structures.
Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday fortnight. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
This question might not be a question for you right now, but what will you do when you have some extra funds available? And if you do have some extra funds available, will you leave them in a low interest savings account or will you try and invest them to get a better return?
In this episode Luke provides his insights and tips into the factors you might think about.
Key highlights include:
https://www.envisionfinancial.com.au/wp-content/uploads/2021/05/The-Strategy-Stacker-Luke-Talks-Money-14052021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The decision to invest in super or a property can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and objectives.
Make an appointment to confidentially discuss your own goals around money, super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday fortnight. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
Life changes and while your home might fit you right now, there are many factors that might make it not suitable for your needs in the future. Perhaps you have a growing family and you need more room for instance. Or perhaps the kids have moved out and you’re rattling around in too much space.
In this episode Luke provides his insights and tips into the factors you might think about.
Key highlights include:
https://www.envisionfinancial.com.au/wp-content/uploads/2021/05/The-Strategy-Stacker-Luke-Talks-Money-07052021.mp3
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. The decision to renovate or move can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and objectives. Luke can also refer you to a mortgage broker, accountant or solicitor at no cost if required.
Make an appointment to confidentially discuss your own goals around money, super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday fortnight. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.
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