Aged Care Case Study – Donald
If you or a family member is considering moving into an Aged Care Facility, it’s vital to receive advice on the financial aspects, and how your circumstances and choices could impact the costs of Aged Care, your assets and estate planning. Below is a case study which outlines a strategy [...]
Aged Care Case Study – Jane
Jane wants to afford her ongoing aged care fees and living expenses and provide an inheritance for her children whilst retaining access to some funds. Jane is 85 and widowed. She was living on her own for some time after her husband passed away, but has become frail with age. [...]
How do franking credits benefit SMSFs?
You may have noticed significant media coverage recently regarding the Australian Labor Party’s proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in conjunction with the dividends paid from Australian companies they own. What are franking credits and how do they benefit SMSFs? Under [...]
What’s different about Hales Douglass Financial Services?
Hales Douglass Financial Services is not owned by a large bank or financial institution. Instead, we’ve set up our own financial services licence, which means we’re directly responsible to ASIC and to our clients only. The advice we provide to our clients is purely in their best interest, as we [...]
Get the best price for your business when selling or retiring.
A business valuation can help you get the best price for your business when it's time to sell or retire. If your indicative value is lower than you expected, then start work now to increase the value of your business. If you leave it too late, you may never be [...]
How to check vital signs for your business
A healthy body demands routine checks and examinations. So does a healthy, thriving business. No matter what stage your business is in, to keep it going you must check its systems, pay attention to any ailments and prevent early death. For the newborn business, the goals and system checks are [...]