ActOn Wealth in South Melbourne, Victoria | Investing service

ActOn Wealth

Locality: South Melbourne, Victoria

Phone: +61 1300 022 866

Address: Se 12 37-39 Albert Rd 3004 South Melbourne, VIC, Australia

Website: https://www.actonwealth.com.au/

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19.01.2022 Be sure to check out the budgeting section of our blog for more helpful tips. https://www.actonwealth.com.au/blog-1/categories/budgeting

17.01.2022 The team at ActOn Wealth are proud to announce that our Senior Adviser Thomas Daykin has been shortlisted as a finalist at the 2020 IFA Magazine Excellence Awards, in the Client Outcome of the Year category. The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial services industry. The awards pinpoint professional development and innovation, showcasing both the individuals and firms which... are leading the way in the industry. Our number one goal at ActOn Wealth is to provide exceptional outcomes for our clients, so it is fitting that Thomas has been recognised for doing just that. Fingers crossed for Thomas. The awards night takes place on the 29th of October.

17.01.2022 ESTATE PLANNING - THE TALE OF TWO BROTHERS Estate planning is about more than just writing a Will. Asset ownership during your lifetime and after your death is dependent upon the type of asset, whose name the asset is in prior to death, and the governing documents for each asset. Our Senior Adviser Blyth explains the potential consequences in his most recent blog post. Check out the link below.

16.01.2022 WILL THERE ALWAYS BE AN AGE PENSION? With all of the talk about the need to be self-sufficient in retirement it’s not surprising that many people assume that the government-funded age pension will be phased out altogether sometime in the future. But will it? In his most recent blog post, our Senior Adviser Blyth discusses. Check out the link below.

14.01.2022 DIFFERENT ASSETS CREATE DIFFERENT OUTCOMES A Will is a key document in your estate plan, but it’s not just a case of recording who gets what. Different assets may require different management. There are four types of assets that can be forgotten and these can make up most of your wealth. Not considering these assets in your Will can mean your wealth passes to the incorrect person or your beneficiaries pay more tax than they need to.... In his most recent blog post, our Senior Adviser Tom discusses. Check out the link below.

13.01.2022 Be sure to check out our blog for more helpful tips. https://www.actonwealth.com.au/bl/categories/financial-tips

11.01.2022 ECONOMIC UPDATE - OCTOBER Yesterday the Government outlined one of the most important Federal Budgets in living memory. The biggest government stimulus program since WWII has resulted in a budget deficit of $85.3 billion in the 2019/20 FY, with more spending on the cards to drive economic growth.

06.01.2022 ActOn Wealth is proud to announce that we're the winner of the 2021 ProductReview.com.au Award in the Financial Planning Services category. ProductReview.com.au is Australia’s #1 consumer review website. The ProductReview.com.au Annual Awards highlight products and services that have been highly regarded by the ProductReview community.... The awards are judged independently and impartially by ProductReview. As such, these awards cannot be bought, nor be influenced by commercial relationships. In 2020, out of more than 75,000 eligible nominations, ProductReview selected 181 products & services across over 129 categories as winners of the ProductReview Awards. These winners represent the best and most reliable purchasing choices available to Australian consumers. Congratulations to the entire team!

04.01.2022 THE SMALL BUSINESS OWNER SUPERANNUATION CHALLENGE According to the Australian Bureau of Statistics, small business owners have the smallest superannuation balances of any sector. In his most recent blog post, our Senior Adviser Matt discusses the importance and benefits of contributing to super while running your own business. Check out the link below.

04.01.2022 3 WAYS TO SAVE FOR YOUR CHILDREN'S EDUCATION If you are a parent you are fully aware that the cost of private education is continually rising, with some schools charging fees of up to $20,000 a year. Starting a savings plan when they are young is the answer. The key is to put a sound plan in place as early as possible and stick to it. Most parents know the importance of doing this but are unsure how to start or what product or strategy to follow, particularly when there are t...ricky tax rules to be aware of. In his most recent blog post, our Senior Adviser Matt explores 3 different ways to save for your children's education. Check out the link below.

03.01.2022 SALARY SACRIFICING AND SALARY PACKAGING When most people think of salary sacrifice they think of superannuation. The annual concessional contribution cap of $25,000 limits the amount that can be salary sacrificed to super, so it’s worth remembering that there are other expenses that can be paid with pre-tax income under a salary packaging arrangement. This is subject to your employer’s agreement, of course.... In his most recent blog post, our Senior Adviser Tom discusses the benefits of Salary Packaging. Check out the link below.

02.01.2022 Book a complimentary assessment of your current financial position and receive actionable steps you can take to improve it.