AMD Wealth Pty Ltd in Mandurah, Western Australia | Financial service

AMD Wealth Pty Ltd

Locality: Mandurah, Western Australia

Phone: +61 8 9584 6600

Address: Unit 2/106 Pinjarra Road 6210 Mandurah, WA, Australia

Website: https://wwamd.com.au/financial-planning-superannuation

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• Financial service
• Financial planner
• Financial consultant

23.01.2022 Superannuation question on carry forward unused concessional (tax deductible) contributions by Magda Betlem Please note that this is not financial advice, it is general factual information. Please seek advice prior to making super contributions.

23.01.2022 Over $30bn has been withdrawn from the Superannuation sector, it would be interesting to have a projection of the impact of this in ten or twenty years from now.

22.01.2022 A great review from a meeting this week.

19.01.2022 Government Stimulus Package - Superannuation questions answered by Magda Betlem Please do not forget the tax deductible contribution limit of $25,000!

19.01.2022 More to come...stay tuned!

18.01.2022 We love getting great feedback from clients. https://youtu.be/LcHo_Pq3cbQ

15.01.2022 Please do not provide your financial information or your Tax File Number over the phone, especially if the call was not initiated by you. Scammers are targeting the superannuation allowable withdrawal under the COVID-19 government stimulus package.

15.01.2022 A goal without a plan is just a wish. Antoine de Saint-Exupry.

15.01.2022 Investment research firm is optimistic and believes that there will be a "V-shape" recovery in the Australian share market in 2021. Will you be ready to capitalise on it? Happy reading!

13.01.2022 Another great review from a happy client

11.01.2022 The government Superannuation measures to help soften the impact of the COVID-19 crisis

10.01.2022 A wonderful review from Jannine

09.01.2022 Government Social Security Measures - Coronavirus crises - Magda Betlem

07.01.2022 Do you have a Self Managed Superannuation Fund (SMSF)? Do you know what is a death benefit nomination and do you have one in place? A large sum of wealth is expected to be transferred out of SMSFs to death beneficiaries, so it is extremely important to have a plan and proper documentation in place in order to have your super nest egg transferred effectively upon your death. In light of the above please make sure that you have at least an annual meeting with your superannuation adviser to discuss your current position and future plans. This article shows the importance of having the correct person in control of your superannuation as well as understanding the rules around payment of death benefits. Happy reading.

04.01.2022 Another interest rate cut by the Reserve Bank of Australia!

03.01.2022 Government Stimulus - cash flow for employers

03.01.2022 Some much needed relief to small businesses and individuals who may struggle to keep up with their loan repayments.

02.01.2022 The JobKeeper Payment - Government Stimulus Package by Magda Betlem

02.01.2022 Please be careful with any offer to "help" with your superannuation access as part of the government stimulus package, some scammers may try to take advantage of you. Only accept help from a trusted source such as your accountant or adviser. Have a great weekend everyone and stay safe :-)

01.01.2022 Another recommendation from a happy client - Steven retired to Mandurah a few years ago and we were able to help him.