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You're likely here because your accountant told you about us? ​ Welcome. We're glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 

 

Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan. We can help.

Insights & Investments Magazine - Winter

Investment Solutions Magazine - Winter 2019

n this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international markets.

 

We take a look at sustainable investing and how investors are increasingly interested in how a company makes money, not simply how much it makes.

 

Finally, we share seven super strategies for end of financial year.
As always, it is the detail that tells the 
real story....

Download (PDF): Investment Solutions Magazine - Winter 2019

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Budget 2019/20 - The Ballot Box Budget

This is a Budget not only designed to showcase the return to surplus (and by default the Government’s economic credentials) but engage voters with initiatives to make them feel like they are more prosperous. A massive infrastructure spend adds to this sentiment.

 

The Government has also stated that it will keep taxes as a share of GDP within the 23.9% cap.

 

All measures, of course, are reliant on the relevant legislation passing Parliament which is by no means a given with an election looming.

 

Budget 2019-20 Highlights include... Download the Merit Wealth 2019 Budget Summary

Planning for Retirement

Retirement tends to roll around a lot sooner than we expect. Laying plans from an early stage will ensure you enjoy the best retirement possible.


What are my retirement options?

 

Most of us look forward to retirement. It’s a chance to explore new horizons, do all the things we never had time for when we were raising a family or pursuing a career, or just a time to relax and enjoy life at a more leisurely pace.


In fact, retirement can be pretty much what you choose it to be. That may mean hanging up your work boots for good. Or you may prefer to gradually ease yourself in to retirement by dialing back your working week. It could even be a time to choose your own hours by shifting into a consulting role.


It certainly makes retirement a golden stage of your life and that makes it worth planning for.

Merit Planning (North Brisbane) Pty Ltd ABN: 27 095 885 842 Asic No. 316833 is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2015 Merit Planning (North Brisbane) Pty Ltd 

T: 0411 618 899

 

GPO Box 2382
Brisbane QLD 4001

 

 

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This website is intended to provide general information only and has been prepared by Merit Planning (North Brisbane) Pty Ltd ABN 27 095 885 842  (AFSL 409361) without taking into account any particular person's objectives, financial situation or needs. You should, before acting on this information, consider the appropriateness of this information having regard to your personal objectives, financial situation or needs. We recommend you obtain financial advice specific to their situation before making any financial investment or insurance decision.