Archive for the Investment Category

Not another financial year end health check

Not another financial year end health check

As we near the end of the financial year it is a good opportunity to check in with your financial goals.  Unfortunately, all too often we leave it too late, typically when our tax return is due, but pre 30 June is a good opportunity to ask

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SMSF Franking frenzy – is there anything you can do?

SMSF Franking frenzy – is there anything you can do?

With Labour’s proposed removal of franking credit refunds, is there anything you can do to save your franking credits?

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Farewell 2018 and welcome (maybe) to 2019

Farewell 2018 and welcome (maybe) to 2019

The global financial crisis is now a distant memory in some minds, with artificial stimulus lifting all “boats” for over ten years, delivering strong returns for investors.  2018 was the year where we started to see volatility creep back into markets.  First we saw the correction in

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What is financial advice

What is financial advice

Financial advice can mean different things to different people. Ultimately, financial advice should improve your current financial position, by putting the appropriate strategies and structures in place to provide protection and to assist in managing your cashflows and asset base. The strategies utilised in the financial advice

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Ocean Advice

Street Address
Marquesas North, First Floor
17/247 David Low Way
Peregian Beach, Qld, 4573

Postal Address
PO Box 114
Coolum Beach QLD 4573

Phone 07 5471 2099

ABN 54 168 712 052

Corporate Authorised Representative No.458027 of Advice IQ Partners Pty Ltd ABN 95 134 016 210

Australian Financial Services License No. 332957

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