Maddern Financial Advisers in Malvern, Victoria, Australia | Financial planner

Maddern Financial Advisers

Locality: Malvern, Victoria, Australia

Phone: +61 3 9999 7200

Address: 29 Milton Parade Suite 238 3144 Malvern, VIC, Australia

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

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• Accountant
• Investing service
• Financial planner

25.01.2022 SMSFs on the defensive: Is it time to revisit your strategy? Self-managed super funds (SMSFs) have had a challenging year, with COVID-19 linked market uncertainty affecting income and returns. But SMSF trustees haven’t been sitting on their hands. One of the main reasons people give for wanting to establish an SMSF is to have greater control of their investments and taking control of a difficult situation is exactly what they’ve been doing. ... #Finance #Finances #IndependentFinancialAdviser #IndependentFinancialAdvice #Melbourne #Australia #Money #PrivateWealth #SMSF #SMSFAdvice #SelfManagedSuperFunds #FinancialPlanning #AustralianMarket #Covid19 #Investments

20.01.2022 Living through COVID-19 has brought many challenges and shifting priorities as we deal with the financial impacts of the pandemic, and that includes the issue of life insurance. On the one hand, the pandemic has highlighted the importance of life cover. On the other, those who may have lost a job or lost income are questioning its necessity. Many Australians continue to view life insurance as a discretionary item. This is in stark contrast to car or home insurance which are... seen as necessities. It seems we are willing to insure our property but not the thing that matters most our life and our ability to earn an income. #Finance #Finances #LIfeCover #Property #COVID19 #Income #IndependentFinancialAdvice #Melbourne #Australia #PrivateWealth #FinancialPlanning

20.01.2022 Our resilience has been tested of late and continues to be, with the ongoing situation of the coronavirus pandemic throwing challenges our way. Resilience has certainly become a now frequently used buzzword, but what does it actually mean? According to the Oxford dictionary, the word resilience means the ability of people or things to recover quickly after something unpleasant, such as shock, injury, etc.i It also relates to the ability to return to the original form or position after being bent, compressed or stretched. #Resilience #Stress #MentalHealth #Health #Finance #COVID19 #Money #IndependentFinancialAdvice #IndependentFinancialAdviser #Melbourne #Australia #MaddernFinancialAdvisors #Millennials

19.01.2022 Many small business owners and sole traders will be breathing a sigh of relief following the extension of the JobKeeper scheme until March next year. At the same time, however, the ATO is stepping up its compliance activities. Here’s a roundup of some of the key developments in the world of tax. #Finance #Finances #IndependentFinancialAdviser #IndependentFinancialAdvice #Melbourne #Australia #Money #PrivateWealth #JobKeeperScheme #FinancialPlanning, #AustralianMarket #Covid19 #Investments #ATO #Tax #TaxPlanning #smallbusinessowner #Smallbusiness

19.01.2022 Selling a business you have spent so many years building up can be a difficult process, but getting the best price is not the only consideration. Tax has a big role to play in the financial result. That means the ATO will be paying close attention. Selling a business is considered as disposing of an asset, so it triggers a capital gains tax (CGT) event. If your sale isn’t handled correctly, you could find yourself on the receiving end of a hefty tax bill and a lot less prof...it than you expected. #Business #Selling #ATO #FinancialAdvice #Tax #TaxAccountants #TaxPlanning #COVID19 #IndependentFinancialAdviser #Finance #Melbourne #Australia

19.01.2022 Easy ways to boost your credit score: Most Australians are only vaguely aware or completely unaware of the fact that credit-reporting agencies monitor their financial transactions. While most Australians don’t give much thought to what’s on their credit report, the credit score that’s based on the contents of that report can have a significant impact on your financial choices. A modest score may mean you miss out on getting a mortgage or business loan.... There’s no shame in relying heavily on your credit card or delaying bill or loan payments to help ride out the financial impacts of the pandemic. However, it is worth understanding how the financial decisions you’re making can affect your creditworthiness. #Finance #Finances #IndependentFinancialAdviser #IndependentFinancialAdvice #Melbourne #Australia #SmallBusiness #PrivateWealth #FinancialPlanning #Covid19 #Investments #InvestmentAdvice #InvestmentStrategies #CreditScore

18.01.2022 The changes to our daily lives of late have caused us to reframe our views on ‘screen time’, an activity that now more than ever takes up a significant proportion of our day. However, as we spend more time online we are also spending more online and it pays to be mindful of the ways our browsing habits impact our hip pocket. With the average Australian spending over six hours on social media every week, it’s safe to say we’re affected by what we consume online.i This can ha...ppen consciously, from actively looking up brands and products, or subconsciously, through viewing advertisements directed at us. #Finance #Finances #IndependentFinancialAdviserIndependent #FinancialAdvice #Melbourne #Australia #Money #PrivateWealth #Wellbeing #Spending #Budget #FnancialPlanning #AustralianMarket, #Covid19 #Quarantine #Investments #InvestmentAdvice #InvestStrategies

16.01.2022 The COVID-19 pandemic is raising some interesting questions for small business employers in relation to their Fringe Benefit Tax (FBT) liabilities. With many employees working from home, common employee benefits are often not being supplied, while some employers are now providing protective equipment such as gloves and COVID-19 testing. To complicate things there are new FBT exemptions on the horizon next year, so it’s important to ensure you know the rules when preparing y...our FBT return. #Finance #Finances #IndependentFinancialAdviser #IndependentFinancialAdvice #Melbourne #Australia #SmallBusiness #PrivateWealth #FBT #FinancialPlanning #Covid19 #Investments #InvestmentAdvice #Melbourne #Australia #InvestmentStrategies

16.01.2022 Receiving an inheritance is always welcome, but people often forget the tax man will take a keen interest in their good fortune. When ownership of an asset is transferred, it triggers a capital gain or loss with potential tax implications. So what are the tax rules when you inherit a property, or another investment asset like shares, and when you eventually decide to sell? #Tax #CGT #Inheritance #TaxTime #TaxAccountants #TaxPlanning #FinancialAdvice #IndependentFinancialAdviser #Finance #Finances #Melbourne #Australia

14.01.2022 Making your savings work harder With tax cuts and stimulus payments on the way, Treasurer Josh Frydenberg is urging us to open our wallets and spend to kick start the national economy. But if your personal balance sheet could do with a kick along, then saving and investing what you can also makes sense. One positive from this COVID-19 induced recession, is that it has made many of us more aware of the importance of building a financial buffer to tide us over in lean times. Ev...en people with secure employment have caught the savings bug. According to the latest ME Bank Household Finance Confidence Report, 57 per cent of households are spending less than they earn. This is the highest percentage in almost a decade.i More troubling however, was the finding that one in five households has less than $1,000 in savings, and only one third of households could maintain their lifestyle for three months if they lost their income. Whatever your financial position, if saving is a priority the next step is deciding where to put your cash. #Finance #Finances #IndependentFinancialAdviser #IndependentFinancialAdvice #Melbourne #Australia #SmallBusiness #PrivateWealth #FBT #FinancialPlanning #Covid19 #Investments #InvestmentAdvice #InvestmentStrategies #SavingsGoals #Savings

06.01.2022 Getting retirement plans back on track: After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook. Whatever your circumstances, a financial tune-up may be required to get your retirement plans back on track. You may even find you’re in better financial shape than you feared, b...ut you won’t know until you do your sums. The best place to start is to think about your future income needs. #Finance #Finances #IndependentFinancialAdvice #PrivateWealth #IndependentFinancialAdviser #Melbourne #Australia #Retirement #RetirementPlanning #PrivateWealth #FinancialPlanning #Economy #COVID19

03.01.2022 COVID-19 is resulting in significant disruption to well-established business paradigms, impacting businesses, sectors and stocks across the board. However as Albert Einstein once said in the middle of difficulty lies opportunity. That certainly rings true in 2020 as analysists predict significant changes in the types of businesses that will prosper through the crisis and beyond, with certain sectors and types of businesses dominating others. #FinancialPlanning #COVID19 #Finance #Money #opportunity #Choices #IndependentFinancialAdvice #IndependentFinancialAdviser #Melbourne #Australia #MaddernFinancialAdvisors

03.01.2022 We are excited to announce that MFA are officially finalists in two categories in the 2020 IFA Excellence Awards. Holistic Adviser of the Year & Holistic Advice Firm of the Year. Thank you to the IFA Excellence Awards. We are looking forward to attending the upcoming live broadcast ceremony! #IFA #IFAExcellenceAwards #MaddernFinancialAdvice #IndependentFinancialAdvice