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18th July 2018
Operating a small business can be an all-encompassing experience. Small business owners are often the first to change or cancel holiday plans because of business... read more
4th July 2018
For certain people having insurance through your super makes a lot of sense as premiums are automatically deducted from your super balance. This can be... read more
27th June 2018
If you earn less than $37,000 per year, up to $500 of the tax you pay on super contributions is paid back into your super... read more
20th June 2018
Spouse contributions – If your spouse or partner’s assessable income is less than $40,000 and you want to make a super contribution on their behalf,... read more
13th June 2018
Assuming you are eligible, would you like to claim a tax deduction on money you have contributed to superannuation this financial year? To claim your... read more
6th June 2018
Tax-deductible contributions You may be eligible to claim a tax deduction for your personal super contributions. By doing this, you may be able to pay... read more
30th May 2018
The Medicare Levy Surcharge (MLS) is an incentive from the Australian Government designed to encourage higher income earners to be responsible for their health care... read more
23rd May 2018
As of 1 July 2018, those of you aged 65 or over and looking to downsize your family home may have the ability to contribute... read more
16th May 2018
The End of Financial Year is fast approaching – here are a couple of options you may want to consider before 30th of June. Government... read more
9th May 2018
When most people think about property, they tend to think to take a macroscopic view and think about it as one market. We are constantly... read more
"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."
Paul & Cara, UrungaNewbrocom 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.
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.