AJ Financial Planning Blog

We like the quote by R. Bennett when he summed up the following "Top 15 things money can't buy; time, happiness, inner peace, integrity, love, character,... respect, morals, trust, patience, common sense, dignity."

Our blog shares our latest ideas, critical thinking, thought-provoking insights, innovative exploration of the markets, economies, investments and areas in the financial markets that require change.

 
property, retirement, SMSF September Design Studio property, retirement, SMSF September Design Studio

2014 Australian Federal Budget – important changes that affect your finances

Temporary Budget Repair Levy There was a lot of speculation before the budget was announced about the Government’s plan to have a short term levy to help fund some of the budget deficit. The levy has been announced as a 2% charge on taxable income over $180,000. While this will only affect a minority of Australians, it could affect some people who sell investment properties and have a once off significant capital gain and assessable income.

Read More