Tax tips and tax return checklist

We have provided a tax tips and tax return checklist to help you prepare your tax return including some handy tax tips on:

  • making voluntary super contributions and claiming a tax deduction
  • prepaying interest
  • super co-contributions
  • offsetting capital losses

If you would like to take advantage of some of these […]

By |May 23rd, 2019|Uncategorized|0 Comments

Financially Speaking: Autumn Edition 2019












To read, download PDF here.


By |March 5th, 2019|Uncategorized|0 Comments

Financially Speaking: Summer Edition 2018











To read, download PDF here.

By |December 16th, 2018|Uncategorized|0 Comments

Financially Speaking: Spring edition 2018








To read, download PDF.

By |October 4th, 2018|Uncategorized|0 Comments

Tom Dawe Finalist for AFA Adviser of the Year 2018

We are pleased to announce that Capital Focused adviser Tom Dawe is one of three Finalists in the AFA Adviser of the Year award. Congratulations Tom, your nomination is well deserved and testimony to your tireless dedication to achieving best outcomes for your clients.

The winners will be announced on Friday 12 October […]

By |September 6th, 2018|Uncategorized|0 Comments

Financially Speaking: Winter edition 2018

This edition features the following stories:

• Economic outlook
• Big Data is fuelling the AI revolution
• Earning money from the sharing economy
• How to help ensure your superannuation contributions don’t exceed the caps
• Lessons from the market
• Top 5 risk management tips

To read, download PDF.

By |June 12th, 2018|Uncategorized|0 Comments