Posts Tagged Estate Planning

Is your family and wealth protected?

On August 26, 2019   /   Estate Planning, Latest News, Superannuation  
Is your family and wealth protected?

We all expect to live forever and we are often reluctant to contemplate what may happen after we leave this earth. When this day does eventually come, you unfortunately will not be around to provide your loved ones with emotional or physical support, however if you take

Read more →
Back to Top

Selling your house may open up an opportunity to make your retirement a lot better

On March 26, 2019   /   Estate Planning, Financial Advice, Retirement Planning, Superannuation  
Selling your house may open up an opportunity to make your retirement a lot better

Over 65? Contribute an additional $600,000 into superannuation upon the sale of your primary residence and benefit from the tax free status of Super.

Read more →
Back to Top

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

Subscribe for Updates