Financial Focus

Home > Financial Focus

work test and work test exemption

The Government has recently passed new regulations allowing eligible recent retirees with modest super balances, to make voluntary superannuation contributions for 12 months from the... read more

An investment option for the kids

Investment Bonds (or Insurance bonds) can provide a long term, tax-effective investment option for those wanted to set money aside for their children. Most investment... read more

How to make a claim

If you are eligible and want to claim a tax deduction for your personal super contributions, you must first notify your fund that you intend... read more

Higher superannuation contribution limits

For older individuals wanting to make concessional contributions into superannuation, a higher limit of $35,000 (unindexed) will apply to individual aged 60 or over from... read more

Buying Insurance through super

Contributing to super can allow you to buy personal insurances such as life and total and permanent disability cover through your fund. The advantages of... read more

Financial Protection

Responsibility seems to grow with your age. You may be creating a beautiful family or building a new home. These commitments all involve considerable time... read more

Don’t put superannuation in the “too hard basket”

Remember that superannuation is not an asset, it is a tax structure, like a company or trust, and can hold whatever assets you wish —... read more

Happiness in relationships

When we speak with clients about retirement, finance and money is often at the forefront of our conversations. Although this is a major part of... read more

Non-Lapsing Binding Death Benefit Nomination

A Non-Lapsing Binding Death Benefit Nomination is a death benefit nomination made to the trustee of your superannuation account that does not have an expiry... read more

Considerations for retirees

After all those years of hard work, the last thing you want to do is fritter it away your retirement savings too quickly. Here are... read more


Testimonials

"Hi Shane and Team As clients and long term business owners we have always received exceptional service and advice from the Momentum team. Regular financial planning reviews and immediate assistance..."

Glenn and Narelle Soper – Coffs Harbour
See More Testimonials

Meet the Team at Momentum

Shane Gourley

Director / Financial Planner
Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

DISCLAIMER | PRIVACY POLICY | FINANCIAL SERVICES GUIDE
TERMS & CONDITIONS

Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

© Momentum Financial Planning 2010 - 2019 All Rights Reserved :: Website by Giant Media :: ADMIN