Category Investment
It can be daunting trying to make investment decisions. Our approach to investment ensures that financial advice is highly accessible and you don’t feel rushed when making decisions on complex financial issues.
Poole Group is here to support you! Whilst we are continuing to operate as usual, we only have skeleton staff working at our office. The majority of our team is now connecting securely to our server from their home. This ensures minimal disruption to providing you with our standard quality services.
On Sunday 22nd March 2020, the Commonwealth Government released the second stage of its economic plan to cushion the impact of COVID-19 on the economy and provide support to businesses and individuals.
On Wednesday 11th March 2020, the World Health Organisation (WHO) upgraded the status of the COVID-19 outbreak from epidemic to pandemic. We are here to assist any clients who are being directly or indirectly affected by this Pandemic, please contact our office for assistance to speak with your adviser regarding current Government Stimulus package, business
We are seeing an increase in parents and grandparents wanting to buy/gift shares for their minor grandchildren. From this we are commonly asked about the process and ramifications of buying shares for, or gifting shares to, a minor. Below are some scenarios and commonly asked questions to help with your decision. (G. = the person
Our Poole Group office will be closed the 6th December 2019, to allow all our staff to participate in our Christmas Activities. We will have an answering service which will be able to take messages which we will respond to when we return to our usual working hours on the 9th December 2019.
Scenario 1. Its 7 am on a Monday morning, you get to work and there is fire & smoke billowing from your windows. The fire brigade is on site, what do you do next? What is your emergency plan?
SMSF Post-Election Update With the Federal Election called in favour of the Liberal Party, SMSF Trustees are likely to be spared from some of the more significant changes that were proposed by the Opposition Leader in the May Budget. The proposed change that perhaps gained the most media attention, and the one that we received
Can you believe 30th June 2019 is almost here? We suggest for businesses to be ready for the end of financial year, below are a few standard business items for you to look at -: For businesses for eligible plant purchased during 2018/19 you will be eligible to claim a 100% immediate write-off for businesses
Hot Election Topic explained – Franking Credits Proposal What is the proposal? The House of Representatives Standing Committee on economics has announced an inquiry in the implications of removing refundable franking credits. The inquiry is going to report on the use of franking credits and who franking credits support and who would be impacted if
Australian Taxation Office Text Messages Over the last week we have been contacted by some concerned clients who have received ATO text messages. The ATO recently advised they will contact taxpayers via text message for overdue form lodgements or overdue payments of GST or Income Tax. However, the ATO will never ask you to respond via
With the banking review performed in March 2018 Lending rules have tightened. As part of this if any of you are considering applying for finance keep the below in mind: Finance applications are not being approved as quickly as they have been historically; Current financial information is required, this means current year tax returns and
Where do I start, trade wars, Trump, North Korean talks, bank royal commission, Bill Shorten and his tax reform, Facebook and Australian cricket. Despite these headlines many Australian companies had solid earnings over the March 2018 quarter. OK, I’ll start with Bill Shorten and his $59bn proposal to scrap the cash rebate when franking credits
On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year. According to Federal Treasurer Scott Morrison, this year’s Budget is founded on the principles of fairness, security and opportunity. Mr Morrison claims that the government’s proposed measures will raise almost $21 billion in revenue over the next four years,
The Australian stock market took a nosedive (falling 7%) at the beginning of the 2016 calendar year, with speculation from ‘financial’ media that the rest of 2016 will bring low returns and high volatility. Is this all really just scaremongering? Should investors base decisions on just a handful of days trading?
You’re starting to think its time to purchase some investments and would like to know more around shares versus managed funds. They are the two most popular ways of holding investments in Australia, but now do you decide which is the better option?