BENEFITS OF FINANCIAL PLANNING

Creating a good financial plan will helps you to see the big picture and set long and short-term life goals to be achieved, Our FinancialPlanners will take a crucial step in mapping out your financial future. When you have a financial plan mapped by Financial Planner Sydney, it's very easier to make financial decisions and stay on track to meet your targeted goals. Working with Financial Planners professional can secure your financial well-being and give you peace of mind and help you reach financial planning success.

The Benefits of Having Financial Planners

Some of the people will decide to do their own financialplanning, but you may want to seek help from a certified Financial Planners professional if you:

• Want to manage your finance in better manner
• If you are in lack of time to do your own financial planning
• Want a professional opinion about the plan you've developed
• Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
• Have an immediate need or unexpected life event
• If any of the above questions apply to you, it may be time to find a Financial Planners.

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For additional information, download our Consumer Guide to Financial Planning.

- See more at: http://www.quinnfinancialplanning.com.au

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Financial Planners Job

Quinn Financial planning is focused on the business of Financial Planning. In addition to comprehensive financial planning services, we provide services like Pick and Plan for a goal, second opinion on your financial plan, Portfolio re balancing based on risk tolerance etc., With us, you have a financial advisor over the life cycle, right through and we ensure you take the path designed to meet your goals.

Who is a Financial Planners ?

A Financial Planners is someone who uses the Financial Planning process to help you figure out how to meet your life goals. The Planners can take a ‘big picture’ view of your financial situation and make Financial Planning recommendations that are suitable for you. The Financial Planner Sydney can look at all your needs including budgeting and saving, taxes, investments, insurance and retirement planning. Or, the Planner may work with you on a single financial issue but within the context of your overall situation. This big picture approach from Financial Planner Sydney to your financial goals sets the Planner apart from other Financial Planners, who may have been trained to focus on a particular area of your financial life.

our Financial Planners targeted "Financial Planning" is not a commodity that can be bought over a retail counter. It is an agreement between a client and a Financial Planners to undergo a pre defined process over a medium to long period of time. The process is oriented towards enabling clients to meet their goals in life. In this world of product pushers, a need based approach sometimes is forgotten or given least importance. Just talk to our Financial Planner Sydney or make a visit to get an idea of how this service will be of use to you.

Financial Planner Sydney are specialize in Financial Planning to individuals like you and SMEs. our Financial Planners are Financial Advisors first. We also offer money back guarantee on our Financial Plan.

Why you need Financial Planners help?
Life is uncertain. It is a bundle of pleasant surprises and unpleasant miseries. Can any one predict when and how these will shape up in future ? No one can change this. No one has control over what is likely to happen. But we can stay prepared. The wise get themselves prepared instead of predicting the future. A financial plan from our Financial Planners gets you prepared to face life without having to be surprised by the turn of events.

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Australian Taxation Office (ATO) Data Matching Individual Tax Returns

The ATO contacted nearly 400,000 taxpayers who reported different financial information in their 2014 income tax returns to the information that they had collected from other third parties.

Nine out of ten income tax returns where amended as a result of the ATO receiving this third party information.

The main areas of variance in the past related principally to omitted interest income and differences in the reported employment income.

The ATO have advised that they will be expanding their data matching to encompass more areas including;

·         Capital gains on disposal of shares.

·         Capital gain on disposal of property.

·         Employment related Foreign Service income.

·         Contractor income from government services.

For assistance with regard to your taxation matter, please contact Peter Quinn by submitting an 

online enquiry or calling us on +61 2 9580 9166 to book an obligation freeappointment.

The information in this document does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.  It is important that your personal circumstances are taken into account before making any financial decision and it is recommended that you seek assistance from your financial adviser.

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

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Save fees and charges : Consolidate your Funds

 Based on report prepared by the Australian Taxation Office (ATO) 45% of Australians have two or more superannuation accounts. That amounts to approximately 6.3 million Australians.

More disturbing is the statistics that there were 665,300 accounts that the superannuation fund has lost contact with the member.

The ATO Assistant Commissioner of Superannuation, John Shepherd stated “young people are often mobile in the workforce and it is not uncommon to open a new account when they start a new job, instead of taking their preferred fund account with them”.

They might also have superannuation accounts which they have lost track of, for example, they may not have updated their contact details with their superannuation provider when they moved house” he said.
These 665,300 accounts represent $5.8 billion.

Should you require assistance in locating your lost superannuation, please contact Peter Quinn by submitting an online enquiry or calling us on +61 2 9580 9166 to book an obligation free appointment.

The information in this document does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.  It is important that your personal circumstances are taken into account before making any financial decision and it is recommended that you seek assistance from your financial adviser.

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

Know more :

Financial Planners

Financial Planner Sydney