Monthly Archives: December 2011

Is salary packaging a car right for you?

Salary packaging is where you arrange for your employer to make loan repayments from your salary before income tax is deducted. Vehicles are one of the most common items that are salary packaged and one such method of salary packaging a vehicle is to use a fully-maintained novated lease. Under this arrangement, you (the employee) […]

Posted in News Blog, Salary Packaging | Comments closed

How to avoid an estate planning nightmare

With every third marriage ending in divorce and nearly half of all divorcees re-marrying, estate planning is arguably more important than ever. Estate planning simply refers to the arrangements you have in place to ensure your wishes are carried out in the event of death. Estate planning can be a simplistic or highly complex process. […]

Posted in Estate Planning, News Blog | Comments closed

Why tax planning should be important to you

Tax planning is often overshadowed by other financial advice needs. Investment, superannuation and personal insurance make good examples. In fact, the majority of new clients we see are seeking advice specific to these areas alone. Tax planning, on the other hand, is rarely considered an area that requires expert financial advice. It should be. Not addressing your tax position […]

Posted in News Blog, Tax | Comments closed
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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.