Summary of Due Dates for Lodgement
23 June 2021
We have compiled a list of key dates coming up that you can easily reference for your needs.
~ from the Accounting division at the Sunshine Coast office
Latest News
When it comes to financial planning, one of the most powerful, and often overlooked concepts is the relationship between human capital and physical (investment) capital.
Did you know our Financial Planning division engage a research partner to assist their advisors in keeping up to date with the latest information in local and international economics? The partner is InvestSense and Jonathan Tolub from InvestSense attended the recent Investment Committee Meeting held in the Ballarat office. Our Marketing division filmed and edited the 16 minute presentation and you can watch it below. To talk to one of our Financial Planners about the Share Market, contact us here.
When an older person needs aged care, decisions are often made quickly. Read more to find out why licensed aged care advice is so important.
Welcome back to the FS360 podcast brought to you by M Group, where we explore the human side of financial wellbeing - because money decisions are never just about numbers; they’re about life, resilience, and perspective. Host Gavin Nash welcomes Lynde Adams, financial planner and aged care professional in our Mildura office. Today’s conversation is one that really brings those themes together. We’re joined by Ben Pettingill and Mike Rolls, also known as Legless and Blind, who have lived experiences of navigating physical disability from a young age. These gentlemen are in town this week talking with community groups, business groups, schools and sporting clubs with their unique TALKIN TOUGH message. Today we’ll talk about resilience, mindset, and importantly—how those experiences shape the way we think about financial security and independence. Available on Apple Podcasts and Spotify in audio and video and also on our website below. See, listen and read more about Ben and Mike here: https://www.realliferesilience.com.au/
