News
Aspirations charity day with Dandelion Network
On Friday 5th September, the team at Aspirations Wealth Group spent the day volunteering at the Dandelion Support Network, as part of our commitment to give something back to our community.
The Dandelion Support Network is based in Caringbah, and accepts donations of good quality second hand child/baby clothes, toys and equipment, which are then checked for safety and distributed to families in need. So the boys (Rik, Mark, Mike and Chris) spent the day erecting cots, beds and change tables so that they could be safety checked. Once approved, we dismantled the equipment to be ready for shipping. The girls (Marie, Jo, Sheri, and Jenny) spent the day sorting through donated clothes to remove dirty or worn items, and ensure the clothes donated to families were in excellent condition, and nicely folded.
Everyone thoroughly enjoyed the day and the team at Dandelion were greatly appreciative of the work we did. We would encourage all local businesses to get involved with their local community as it’s a great win-win for everyone.
Investment Market Update July 2014
As we have now entered the 2015 financial year we thought this would be a good time to share key themes which we think will shape the market in the new year.
Please click below to open the update:
Federal Budget 2014
Our view is that this was the tougher budget we had to have, but it wasn’t nearly as bad as it could have been. The good news is that there is very little change to superannuation and the bad news is the potential impact on holders of the Commonwealth Seniors Health Care card.
CLICK THIS LINK FOR : Key Impacts of the 2014 Federal Budget
Investment Market Update December 2013
It has been an interesting year for investment markets in 2013. Read the attached to find out what is in store for 2014.
Keep more of your investment returns!
Winston Churchill famously said, “There is no such thing as a good tax.” This is particularly true when you think about how much of your investment returns can be eaten away by tax. Our article below provides more details on keeping more of your investment returns.
Federal Budget 2013
This report is a summary of the key changes from the 2013 Federal budget which may impact you, including Increase in Medicare Levy, Concessional Contributions Cap Changes and Net Medical Expense Tax Offset Abolished. As always, please call us on (02) 9580 7966 with any questions or concerns.
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