OzPlan Financial Services Pty Ltd in Mitcham, Victoria | Financial planner

OzPlan Financial Services Pty Ltd

Locality: Mitcham, Victoria

Phone: +61 3 9078 6454

Address: 701 Whitehorse Road 3132 Mitcham, Victoria, VIC, Australia

Website: http://www.ozplanmitcham.com.au

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• Local service
• Investing service
• Financial planner

25.01.2022 Wednesday Lauren suggested staff hat day....who was the winner?

25.01.2022 Our staff, like many others across melbourne this week, had internet troubles but they battled through and we are very appreciative of their efforts. My daughter Olivia made me a satellite - maybe this will help me get a better signal in the home office? Take care everyone ... -Lauren

25.01.2022 Merry Christmas and a Happy New Year from OzPlan Financial Services Our office will be closed from Monday the 23rd of December 2019 and will re-open on Monday the 6th of January 2020

25.01.2022 Increasing SMSF members to six Bill reintroduced On 2 September 2020, the Government reintroduced a measure into Parliament to increase self-managed superannuation fund (SMSF) members from four to six. If passed, the amendments will apply from the start of the first quarter after the Bill receives Royal Assent. This will also increase the maximum number of members in small APRA funds to no more than six.... The measure was originally announced in the 2018/19 Federal Budget and was previously introduced into Parliament in a Bill that contained a number of other measures. However, it was removed from the Bill to allow other measures to pass.

25.01.2022 ATO doing their bit for Victorian small business unable to pay their tax or super obligations

25.01.2022 Extension of early release of super (coronavirus) application period On 3 September 2020, regulations were made to extend the temporary early access to super provision until 31 December 2020. The extension means that eligible individuals are able to submit an application under the temporary financial hardship coronavirus condition of release up until this date.... A single application for an amount of up to $10,000 may be lodged by eligible Australian and New Zealand citizens and permanent residents.

25.01.2022 Wednesday’s is team welfare checkup day and we always have a laugh which is really nice. Today Aggie wanted to join in on the action!

24.01.2022 The team at OzPlan are thinking of our clients directly impacted by Covid 19 and sending them our best wishes - whether it be a loved one that is sick, a loved one they can’t visit, or a business that can’t open and operate at the moment. These are very challenging times. This is the view from my workspace and walking track - very lucky to be able to enjoy this. Take care everyone

21.01.2022 Always good to have my assistants on hand

19.01.2022 Merry Christmas from the OzPlan team

19.01.2022 Great to have our weekly staff catch up...and thanks to Lauren who showed us what the song Baby Shark is all about.....now can’t get it out of my head....and thanks to the guest appearance by Sachi’s daughter Suri.

18.01.2022 Some of my best listeners.....pity they cannot empty the dishwasher!! Do yourself a favour....get out and smell the roses!!

17.01.2022 Happy birthday Belinda from the OzPlan team

16.01.2022 No change to our working life as we have been working remotely since lockdown No.1....OzPlan remains open for business!! If you need to talk about Superannuation/Investments, Retirement, navigating Aged Care, purchasing an investment property then please contact us via phone, email or we can arrange video conferencing.

11.01.2022 Great to be able to celebrate birthdays in the office....happy birthday Yianni

11.01.2022 Pleased to report that the seminar was a great success - thanks to Tina and Nick for speaking and the team both in attendance on the day and those who helped in preparation

08.01.2022 The road ahead may seem long and hard...but look behind and see what you have conquered...WE can all get through this

04.01.2022 We have been fortunate enough to be invited to speak at Nellie Melba retirement village about retirement planning and Centrelink today.