Unearth Wealth | Company

Unearth Wealth

Phone: +61 2 4589 3490

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25.01.2022 Happy international womens day! Like all women we will spend the day getting in and getting it done! We will also take the time to appreciate how far we have come; I was able to drive in my own car I purchased with my own money to my own business. A business built to assist both male and females reach their independence and potential. We still have way to go as a society but I feel empowered everyday to do our part.

25.01.2022 Here is a very good summary for the new Jobkeeper, from the CA community.

25.01.2022 Good timing tips

22.01.2022 Today we are in beautiful city for some Professional development - the view isnt too bad either #alwayslearning

21.01.2022 With it dark and gloomy outside at least inside the office is getting into Festive spirit #christmasdecor #endofworkingyear #almostholidaytime

20.01.2022 Latest government incentive for business’s to employ younger people (ages 16-35) is called JobMaker. The idea behind the credit is for businesses to have some of the cost of staff to be subsidised. You do have increase your overall staff numbers not just replace existing staff. If you want to know more contact our office on (02) 4589 3490

18.01.2022 Our office will be closed from 21st December 2018. :)

17.01.2022 It has been for some a shocking start to summer, and a stark reminder of the importance of putting something aside in that emergency fund. 3 main financial take aways from recent events. - protect what is important (your lives and your livelihood) - life insurance and income protection is a must for anyone with dependants. And safety is always #1 ... - always carry some cash ($100 is a good start) When power is out cash is king - have a buffer (3months wages) in the bank so you can get to safety/restart/rebuild as even with insurance there is a time lag. Often you pay for emergency accomodation and then reimbursed. Being able to protect & look after yourself leaves the valuable resources to those who need it most. One provider I have had experience with is lifeline; they not only provide financial counselling but are a great resource in times of crisis.

17.01.2022 On international women’s day we give thanks for all those that stood up & made their efforts count. Means our all women’s (non-intentional) team at Unearth Wealth has the opportunity to work, live and grow their skills in an inclusive & safe environment.

17.01.2022 What not to do... Client has come to me aged 47 had an accident at work and has lasting injury which currently prevents him from working. He had no income protection. He did however have default total disability insurance inside his super - so he decided to take out the ‘entire’ balance, and paid $42k in tax for the privilege. He did this to pay out his small mortgage, with over $200k left. He then received compensation payouts from employer & workcover and as he now has too much money in the bank so is not eligible for any government support. If he only took a portion or and income stream from super he would be eligible for some form of government support. Now I’m stuck with what advice I can give him. Moral of the story, Come and see a financial adviser BEFORE you act!!

17.01.2022 Online version of stranger danger.

16.01.2022 The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind. - T. T. Munger

15.01.2022 Nice view! - 2019 Lifespan conference #professionaldevelopment #conference #hardearnedrest #smsf #finacialplanning #goldcoast

15.01.2022 Cashflow still remains king even in mass expansion

14.01.2022 Great way to teach the next gen

14.01.2022 For those working from home - tax relief made easy follow links below - your accountant will ask for this at tax time

13.01.2022 Online version of ‘stranger danger’.

11.01.2022 Entertainment and quality time without breaking the bank!

10.01.2022 Protecting Your Super legislation effective 1st July 2019 - What does this mean ? Why has it come about ? Why is it important to me an my family? As part of t...he response to Royal Commission into the financial sector the Federal Government has instructed all super funds must cancel insurances if your super account is classified as Inactive; so what makes your Super account inactive ? * If you or your employer have not made a contribution into super in last 16 months. This could be for anyone who is on or about to go on maternity leave. Or your employer has been slow at paying your super. (Just because its on your payslip doesnt mean it has gone into the super account) * or your balance is below $6,000. Some people have more than one super account to keep existing insurances or are not actively in the workforce as they have been looking after children, or just moved to Australia so their balance is low. * or you are under 25. For many the default insurances within super is their only form of cover to protect their family due to existing medical concerns or risky occupations. Time to act is now! If you want to keep your insurances (even ones set-up by advisers just paid for by super) you must instruct your super fund you wish to keep your cover. You must opt in! Many super funds have already started to send out these letters. So I strongly urge you to open that snail mail. Another way to keep your account active is to make contribution, it only needs to be $1 and it can keep your account Active. Take back control, and make steps to keep that insurance cover. So you know your family are protected. If you are unsure what this means for you, or not sure how to fix this please call us on 02 4589 3490 https://treasury.gov.au/consultation/c2018-t332527 https://www.moneysmart.gov.au//how/insurance-through-super

10.01.2022 ALERT Watch out for scam messages promising a tax refund or threatening you with a tax debt. These are NOT from the Australian Taxation Office or myGo...v! Always check your tax messages through the official myGov account by typing in the web address. Read more https://www.staysmartonline.gov.au//watch-out-mygov-tax-sc

10.01.2022 What is means when you are declaring to the ATO, not just jobkeeper but each BAS, every tax return. Understand what you are signing...

10.01.2022 Often clients are in the right track they just need that extra 10% that makes a world of difference

09.01.2022 This is 100% true, business throws all sorts of things your way, the only way is to accept change (constantly) as part of.

09.01.2022 One great thing to come out of this royal commission is the increase in peoples awareness of their own financial literacy and looking after their future. Nobody works for free.... So take charge, ask those questions, seek help but protect yourself. I will always encourage clients to question me - helps me know they understand the gravity of the advice and are willing to learn more

09.01.2022 ASIC recently did research to see if consumers knew the difference between General Advice and Personal Financial Advice. Results were 53% of customers could correctly identify general advice, but only 19% could identify personal advice. Thats scary to say the least. Not everyone situation is the same, some people have different ideas of what financial freedom is. Dont just rely on what you hear from a friend of a friend, seek your own information and get informed!

08.01.2022 Sometimes people just need a nudge in the right direction

07.01.2022 Since watching kondo myself I cannot agree with this more. Lots a people avoid it as it all seems too hard but bit by bit you can feel refreshed and in more control and joy

07.01.2022 We are Hiring! Casual/Part-time Financial Planning Administrator needed. Small Financial Planning firm in the Hawkesbury/Hills region requiring a skilled administrator with either Accounting/Finance or preferred Financial Planning experience. Role would entail a combination of back office administration, some client engagement and para-planning for the right candidate. Hours and responsibilities will vary depending on experience, along with remuneration. ... If this interests you; or someone you know is looking to get back into the industry/workforce; or something closer to home please pass on my details below. Alison Unearth Wealth - 02 4589 3490 See more

06.01.2022 Good read, outcomes for many of our clients include; - Self funded retirees can continue to stay out of the welfare system to continue to support themselves - Young investors can still accelerate their investments via debt without having added complications - Majority of people have taken the time to educate themselves (ask questions) and take notice of just how government changes in one area (ie.tax) has multiple implications for areas of the economy and investment markets. In my mind it will go down as the tax system election.

05.01.2022 SCAM ALERT With tax time in full swing, beware of myGov-themed SMS and email scams! These messages will often ask you to click on a link to verify your deta...ils, and may seem to be legitimate because they show in your ATO or myGov SMS message thread. Dont click any links, and dont provide the information requested. A genuine ATO or myGov message will never ask you to access online services via a hyperlink. Warn your family and friends to stay alert and visit our scam alerts page to learn more: www.ato.gov.au//Online-serv/Identity-security/Scam-alerts/

05.01.2022 Saving is just planting the seed, arching it grow is the exciting bit

04.01.2022 Dont wait til tax time - ask questions now - de clutter your finances

04.01.2022 Small business bushfire recovery grants and loans have been announced! To help small businesses recover from the bushfires, recovery grants of up to $50,000 an...d concessional loans of up to $500,000 are starting to become available for eligible small businesses and non-profit organisations. Find out more information: https://bit.ly/2U5Fj9x

03.01.2022 Too true, also do not judge your accountant by the value of your return - thats not how it works.

03.01.2022 For those not aware the below is a online newspaper full of satirical humour. As always they are on the ball with this one. I get told all the time people have started a business when really its a scheme that sucks people in. Please be aware not everyone is truthful and always do proper research before getting involved

03.01.2022 After a quick break in beautiful New Zealand - batteries now recharged ! #worklifebalance #gettingbacktonature #recharge

02.01.2022 One can choose to go back toward safety or forward towards growth. Growth must be chosen again & again; fear must be overcome again & again - Abraham Maslow First step toward growth is often to ask for help, that’s where we come in

02.01.2022 When too much in your head - time to write it down and delegate!! #failtoplanplantofail

02.01.2022 Business as usual for us as modern technology works in our favour. If you are self isolating great time to: - Get info over to the bookkeeper next week is end of BAS quarter. Even if has extension get it out of the way before its due, your bookkeeper will love it! - Think about your own business. What has and hasnt worked over last 12 months ? What steps you going to take to fix it before you are too busy again! ... - Is it time to train yourself in something you have been putting off, like that software you pay for every month.

01.01.2022 Specialist trust can also be great for those with disabilities as they move onto adulthood

01.01.2022 If you have people working for you or with you, there are some tax and super obligations with serious consequences, in case of a breach. So, the ATO guidelines below help the business owners to distinguish the employees from the contractors, to ensure compliance.