Yield Financial Planning | Finance

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Yield Financial Planning

Phone: +61 3 9819 0699

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25.01.2022 We are hosting a webinar! Your financial plan for retirement is about having your assets work so you don’t have to. This is an important process and in the webinar we will cover your superannuation to help you determine if you are doing all you can with it, quantify how much you need for your lifestyle, and detail how the pension system works. Register at https://rb.gy/ld4alw and we hope to see you soon

24.01.2022 We want to share our industry-leading tips and advice with as many people as possible, and so does the FPA - Financial Planning Association of Australia. Being a part of the FPA means we are contributing to the future of what financial planning looks like in Australia. We ensure our clients reach their goals, whilst still enjoying what they love in life!

23.01.2022 Is this the calm before the storm for investment markets? Read here for more information as to why now is not the time to be complacent about your investment strategy. Read Here: http://ow.ly/MA6h50zuOa3

20.01.2022 This real couple's retirement plan, reviewed by Yield, was maximised to make the most out of their money to meet all their goals. Tax strategies, insurance, and investing can all be utilised to make your transition to retirement what you planned for and more. http://ow.ly/SGye50CGu2w

20.01.2022 In a year like no other, we have had the absolute pleasure of working with our clients. Yield wishes you all a relaxing and joyful summer break. Our last day of office hours is Wednesday the 23rd, and we will be reopening on Tuesday the 12th of January. Our office phone will still be open for any enquiries you may have over the break. See you in 2021!

18.01.2022 A reason for why many seek financial advice is due to a divorce or separation from a long-term partner, with many wanting to know whether they can make a full financial recovery and still achieve their financial goals. We've written an article which provides 8 tips for anybody going through a divorce or breakdown of a de-facto relationship. Read more here: https://yieldfinancialplanning.com.au/8-tips-to-recover-fi/

18.01.2022 Given the current times of unprecedented government spending, it's interesting to see how our taxes were distributed last year. This chart shows how the Government distributed taxes last year assuming an individual paid $127,217 of tax.

16.01.2022 Do these figures, showing the typical annual income for retirement, make you feel confident and prepared that you are making good superannuation and investment decisions? The ASFA Retirement Standard benchmarks the average annual budget needed for retirees in Australia. Have you discussed with your partner or a financial adviser if you are on track to live comfortably in retirement? Read more here: https://yieldfinancialplanning.com.au/how-to-know-your-ret/

16.01.2022 Are you maximizing your entitlements under the Family Assistance payments available? We at Yield, believe its always important to be aware of the Family Assistance payments available, especially given the current climate where families have experienced firsthand the impact that a job loss can have on their family and budget. We've written a piece, which outlines one such payment, the Family Tax Benefit Part A, a payment which aims to provide eligible families a helping hand r...aising children. Read more here: https://yieldfinancialplanning.com.au/family-tax-benefit-p/

15.01.2022 Tax is likely one of your BIGGEST expenses in life. Structures around your finances could leave more money for you and the life you want to live. Ask our financial advisers about the steps to legally reduce the amount of tax you pay, or read more here http://ow.ly/3GZq50BabhL

15.01.2022 What a year to be recognised for our achievements in and approach to financial planning. 'This is an honour, not just for me, but for the entire Yield team. Without which, I would not be in this position.’ James http://ow.ly/PuFL50C6LSS

13.01.2022 Take a look at our summary of the 'most important budget in living memory' and the stimulus measures set to kick-start the economy http://ow.ly/tWVU50BPJEk

13.01.2022 We are hosting our retirement planning webinar again! Superannuation is an investment into your future, so a clear plan could mean your secure and comfortable transition to retirement. Register here http://ow.ly/lLaF50C5K4f

10.01.2022 Merry Christmas, Happy New Year, and enjoy your time with with family and friends. Be grateful for everything you have achieved this year and appreciate the time for a well-deserved break. Our office phone will still be open for any enquiries you may have.

08.01.2022 We recently wrote about the Family Tax Benefit Part A payment and how it can provide a helping hand to families raising children. In this article, we outline the Family Tax Benefit Part B Payment, what it is, how it works and if eligible, how it can improve the quality of life for your family. Read here: https://yieldfinancialplanning.com.au/family-tax-benefit-p/

07.01.2022 Banks and home loan lenders are set to increase mortgage rates in an effort to recoup some of the cost of the global pandemic. Now is the BEST time to be reconsidering if your home loan is still best fit for you http://ow.ly/bAAF50BpHHo

06.01.2022 Things like debt levels, the pension system, and intended lifestyle could all determine how much both singles and couples need for retirement. Read more about one of the most common question financial planners get asked http://ow.ly/fued50BulCO

05.01.2022 Find out why Self Managed Super Funds make up a large portion of the Superannuation total in Australia and the significant level of satisfaction that members have in their funds http://ow.ly/vT0Y50BZdKz

04.01.2022 A budget is the backbone of any financial plan. But this doesn't have to mean sacrifice. This just means having a comprehensive understanding of your money going in, and your money coming out. Just like a business owner would. Getting control over your finances can mean a lot of different aspects need to be assessed. Tightening everything up and 'fixing the leaky tap' may seem time consuming, but can lead to major benefits in the long term. http://ow.ly/P5ER50Bac37

04.01.2022 In a very different looking Grand Final Day this year, we hope you are enjoying the long-weekend with family and cheering loudly for the two Victorian teams!

01.01.2022 Withdrawing super for the purpose of investing could be risky and leads to more questions. What will you be investing in? What will investing outside of the highly tax-effective structure of super provide? See what our leader James had to say on this question in Adviser Ratings upcoming newsletter.

Yield Financial Planning | Finance