Five Keys to a Great Retirement
Retirement can be a bit of a tricky subject sometimes as there are so many psychological elements to consider. How will you fill your days if you’re not working? Will you have enough money? What will be your purpose? These are the types of questions we visit regularly with our clients. So what can you […]
Benefits to Buying Commercial Property with Your SMSF
With over 600,000 SMSF in Australia today, one of the most common questions we’re asked is ‘Can we buy a property to live in with our Superannuation funds?’. It would appear to be a great idea on face value, but unfortunately this is not allowed and there are some considerable consequences for breaching the governing […]
Money Management Awards 2019
Phillip, Glenn and Andrew are in Sydney this week to celebrate Phillip being named as a finalist for both ‘Financial Planner of the Year’ and ‘Young Achiever of the Year’ at the 2019 Money Management Awards. An outstanding achievement given the quality of advisors around the country, but on this occasion unfortunately the award has […]
Five Tips to Minimise Your Tax
Tax time is approaching! For some of you, this will bring a sense of dread. A reminder of your income you have foregone over the last 12 months to keep our society functioning. For our clients, we’ve implemented numerous strategies to legally minimise their tax so they have more money available to invest as they […]
Congratulations to Phillip Richards – Money Management Awards 2019
We’re delighted to announce that Phillip Richards has been named as a finalist for both ‘Financial Planner of the Year’ and ‘Young Achiever of the Year’ at the 2019 Money Management Awards. From The Money Management website: —– https://www.moneymanagement.com.au/news/financial-planning/best-advisers-and-bdms-industry-recognised All the finalists for the Money Management Fund Manager of the Year awards have been […]
Endorphin Wealth Management – New Look Team (April 2019)
2019 is off to a great start! We’ve seen excellent growth in the accounts of our clients, and we’ve also seen growth in the team here at Endorphin! Andrew, Gianni and Taylor have all been wonderful additions to our team. They’re enabling us to provide a much higher level of service to our clients and […]
2019/20 Federal Budget Highlights
With a bit over a month to go until the Federal Election, it’s unsurprising that the announcements centred on election-friendly promises such as tax cuts and increased funding to healthcare, aged care services and infrastructure. The key take-outs to be aware of include: • immediate tax cuts for low-to-middle income earners to help ease the […]
Introducing – Smart Home Deposit
We’re very excited to announce another offering from the team at Endorphin Wealth Management – Smart Home Deposit. SHD is a low cost, fully diversified and online investment solution designed to help first home buyers save smarter and make the dream of owning their first home more achievable. The SHD team are based here in the […]
Do All Doctors Need A SMSF?
As you would know, employers are obligated to contribute a set percentage of an employee’s salary to a chosen super fund. You have a choice to decide if you would like these funds invested in a retail fund, an industry fund, or perhaps even a Self-Managed Super Funds (SMSF). SMSFs are traditionally for individuals who […]
How Does Buy / Sell Insurance Help Your Business?
If you own a business in partnership, there is always the risk of you or your business partner being unable to work due to injury, serious illness or death. Buy / Sell Insurance can be vital to your business succession plan as it may answer the question: “Would I be able to afford to buy […]
