Whole Wealth in Brisbane, Queensland, Australia | Financial planner

Whole Wealth

Locality: Brisbane, Queensland, Australia

Phone: +61 7 3535 0694

Address: Level 3, 155 Queens Street 4000 Brisbane, QLD, Australia

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

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25.01.2022 Happy belated birthday Charlie Munger! One half of the Berkshire behemoth.

25.01.2022 Whole Wealth specialise in financial advice and services for the entire family group, professionals, business owners, medical professionals, expatriates, and professional athletes. Whole Wealth is your one stop for all financial solutions in cash and debt management, investment portfolio construction and management, risk and insurance, tax structuring, superannuation and retirement planning, business advisory, family wealth management, social security advisory, and estate pla...nning. Please visit our website for more information or send us an email. www.wholewealth.com.au [email protected]

24.01.2022 Happy New Year Everybody! Whole Wealth is back on social media. We hope you had a lot of fun and laughs with your friends and family over the holidays. Most of you should be back in the swing of things and recharged for the New Year. Before you lose that feeling, its a great time to start the new year the smart way. And Whole Wealth is here to help you do that.... We will be posting plenty of free resources you can use to navigate 2018, so you can kick goals and build your wealth!

24.01.2022 The Changes for First Home Owners and other property owners - New First Home Owners Scheme on 1 July 2018, will allow first home owners to save for a deposit of their new home by making salary sacrifice contributions to super. You can contribute up to $15,000 in one year and $30,000 all up. These contributions must fall within the normal limits of $25,000 per year. Withdrawals will be taxed at marginal tax rates minus a 30% tax offset. - New Commonwealth Land banks to be est...ablished to release more supply of land. Government to work with State Governments to meet supply targets. -1 July 2018 Older Australian who likely to have an empty nest will be encouraged to downsize leaving more supply. People over 65 will be able to make non-concessional contributions to super of $300,000 for proceeds of selling principal place of residences held for 10 years and more. This is available for both partners on the same home with potential contribution $600,000. Current rules require a work test for people over the age 65 to make contribution. In this case it will not apply. People over 75 can use this method to contribute as they cant make contributions in normal circumstances. - New restrictions on foreign owners, with 50% ownership cap on new developments. Starting from today 7:30pm all residential property (foreigner owned) must be available for rent or occupy for at least 6 months of the year or face a charge of at least $5,000. From budget night foreign and temporary residents (many kiwis) property owners will no longer receive the CGT exemption for main residence property. Foreigners and temporary residents who already own property will have the exemption until 30 June 2019. - New government Managed Investment Trusts (MITs) to given incentives to invest in affordable housing. A further CGT discount of 10% on top of the 50% for investors of affordable housing. - Government to support new social impact investing (SII) to reduce youth homelessness. - New National Housing Finance and Investment Corporations to improve incentives for institutional investment and provide cheaper finance for providers of affordable housing.

22.01.2022 In this article we talk negative gearing and shares.

19.01.2022 No more monkeying around, get your finances in order today! #traveltuesday #wholewealth #japan #himeji #matsumoto #castle #snowmokeys #jigokudanimonkeypark

17.01.2022 Medicare Levy to increase from 2.0% to 2.5% to fund the NDIS staring 1 July 2019

13.01.2022 Stay tuned tomorrow for a full report on the budget and how it will affect you and your family!

13.01.2022 To celebrate our Facebook Launch we will be having a Launch Party in Sydney on Saturday 20th May at 6pm. Please keep that free as we will be sending official invitations soon.

10.01.2022 Hi, Welcome to the Whole Wealth Facebook Launch! We are so proud of the firm we have been able to create. Whole Wealths aim is to help people achieve financial freedom so they can live the life that they want to live. We are fluent in finance and can translate numbers and jargon to provide world class solutions to the most complex financial situations. ... Please help us spread the word by liking, sharing our facebook page and visiting our website: wholewealth.com.au

09.01.2022 Budget Changes for Business Owners - The government will maintain the $20,000 accelerated depreciation for another financial year until 30 June 2018. Business with a turnover of less than $10 million will be able to claim any asset under $20,000 as an immediate deduction rather than the usual depreciation formulas. - There will be changes to small business CGT concessions as the government will look to reduce unrelated assets to the business being claimed under these concessions. Government have yet to release further details on this.

09.01.2022 Happy International Womens Day #oprah #success #iwd #internationalwomensday #motivation #mantra #wholewealth

07.01.2022 Ive met many people who have drained their super to pay for medical expenses and end up with nothing to retire on. It is a sad place to be in after a lifetime of working hard. The Age Pension pays a pittance, and you can be left depending on your children or family to get by. With our longer life spans, this dependency can limit the wealth building activities of the next generation and be a continuous problem for your descendants. This highlights the importance of getting... personal insurance cover. Australians are famous for their "shell be right attitude" and infamous for their lack on insurance coverage compared to our worldwide peers. We tend to insure our cars but wont bother to insure ourselves or our ability to earn an income. Personal insurance is in place to protect us but more importantly to protect our family and loved ones from unforeseen financial burdens. With a bit planning and foresight you can set up your insurances without busting your budget.

07.01.2022 If you havent already read our July newsletter, nows your chance! We chat broadly about the markets, the super changes and how they affect you. Follow the link and download the pdf... https://www.wholewealth.com.au/newsletter

06.01.2022 Happy International Women’s Day #oprah #success #iwd #internationalwomensday #motivation #mantra #wholewealth

05.01.2022 If you missed our December Newsletter, download it now! We round up the share and property market. We recap some of the big budget changes that took effect this year. We also have looks at what the Whole Wealth team have been up to in 2017 (right at the very end). Follow this link to download the newsletter:... https://docs.wixstatic.com//429a0b_f1b65b94e55c4f668945f96 If you would like to receive e-books, articles, and other materials that will help you with your finances, send us an email with subject "subscribe" at: [email protected]

05.01.2022 Happy Chinese New Year!

01.01.2022 Jack Ma, chinese born investor and philanthropist.