April 2021 | Volume 154
KSW Insight Newsletters for our clients and associates
7 ways to protect and grow your wealth before the end of financial year
Financial Advisor – Dean Holmes at S&W Wealth outlines the common challenges that business owners face when it comes to money and offers 7 ways to help manage, protect, and grow your wealth before the upcoming end of financial year. Here is the full article that will help you prioritise your money success and start building momentum for bigger and better outcomes.
What to consider when buying a car?
We are often asked about the best way to structure the purchase of a motor vehicle. The answer will be different for each individual or business, but the issues to be considered when making this decision are the same.
To put you in the right position to decide on the motor vehicle purchase, our full article explains the important issues you need to consider before buying a car, including the comparison between buying in your own name versus a company name.
Do I really need to update my fund’s trust deed?
Your superannuation trust deed along with the superannuation laws, form the governing rules that self-managed super funds (SMSFs) need to operate by. This article will break down a trust deed to help prepare you for the upcoming changes to the Transfer Balance Cap (TBC) as of 1 July 2021. It is now the time to review your trust deed and decide if it needs to be enhanced or amended, to deal with the new approaches and strategies coming forth. Here is our full article.
BIG NEWS COMING!
Something new is happening with Stanley & Williamson in the coming weeks.
Our firm will evolve and take the next steps to further meet the needs of our clients. The team are excited to share this significant milestone with you on 24 May 2021.
Stay tuned…
Quote
“To improve is to change,
to be perfect is to change often.”
Winston Churchill
Correct as at 30 April 2021
DISCLAIMER
This newsletter has been produced by Kreston Stanley Williamson as a service to its clients and associates. The information contained in the newsletter is of general comment only and is not intended to be advice on any particular matter. Before acting on any areas contained in this newsletter, it is imperative you seek specific advice relating to your particular circumstances. Liability limited by a scheme approved under Professional Standards legislation.
