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Financial Planning tips blog

Mt Coolum Golf - 'a great little gem of a golf club on the Sunshine coast, Mike loves Mt Coolum golf club!'

  • Super Fund

    How do I choose a super fund in Australia?

    By Sunshine Coast Financial Planner, Mike Beal
    January 30, 2023

    There are several factors to consider when choosing a superannuation fund in Australia: It is also a good idea to…

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  • Concessional Contributions

    What happens if I exceed the $27,500 p.a. concessional contributions limit to superannuation in Australia?

    By Sunshine Coast Financial Planner, Mike Beal
    January 23, 2023

    In Australia, if you exceed the contributions cap of $27,500 per year for concessional (before-tax) contributions, you will be subject…

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  • Marginal Tax Rate

    What are the Marginal Tax Rates in Australia?

    By Sunshine Coast Financial Planner, Mike Beal
    January 16, 2023

    In Australia, Pay As You Go (PAYG) tax is a system used by the Australian Taxation Office (ATO) to collect…

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  • Benefits Of The Commonwealth Seniors Health Card

    Benefits of the Commonwealth Seniors Health Card

    By Sunshine Coast Financial Planner, Mike Beal
    January 9, 2023

    Benefits of the Commonwealth Seniors Health Card(CSHC), eligibility for a CSHC and how do I apply for a Commonwealth Seniors…

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  • Whats In The Federal Budget For Pensioners

    What’s in the Federal Budget for Pensioners?

    By Sunshine Coast Financial Planner, Mike Beal
    November 17, 2022

    In the 2022 Federal Budget announcement, there were some big wins for Pensioners: Tax credits for those still working Alongside…

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  • How Will Coronavirus Affect My Superannuation

    “Rates will stay at 0% until 2024” – Every Central Bank around the World

    By Sunshine Coast Financial Planner, Mike Beal
    October 17, 2022

    Ahhh, those central bankers were hilarious!  They remind me of this Far Side cartoon: Even they cannot seriously have thought…

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  • Is The Sunshine Coastaustralian Property Market In A Bubble

    Is the Sunshine Coast/Australian property market in a bubble?

    By Sunshine Coast Financial Planner, Mike Beal
    June 11, 2022

    According to Dr Shane Oliver, Chief Economist, AMP Capital: May 2022 has seen the first decline in house prices since…

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  • Inflation

    Inflation, inflation, inflation!

    By Sunshine Coast Financial Planner, Mike Beal
    February 14, 2022

    A Blog by your local Financial Planner on the Sunshine Coast, Mike Beal Inflation is really starting to emerge. The…

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  • Why Is Australian Housing So Expensive

    Why is Australian housing so expensive and what can be done to improve housing affordability?

    By Sunshine Coast Financial Planner, Mike Beal
    October 16, 2021

    Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The key drivers of poor housing…

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  • How Much Can I Put Into Super This Financial Year

    How much can I put into super this financial year?

    By Sunshine Coast Financial Planner, Mike Beal
    August 3, 2021

    Super contribution caps are going up from 1 July 2021 The amount of money you can contribute into your super…

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  • Are Shares Overvalued

    Are shares overvalued?

    By Sunshine Coast Financial Planner, Mike Beal
    July 30, 2021

    Are shares overvalued? In a word, yes.  By every traditional metric they are overvalued.  Ever heard of Warren Buffett?  The…

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  • Inflation

    Inflation

    By Sunshine Coast Financial Planner, Mike Beal
    June 14, 2021

    Can the share and property market boom continue? We’ve certainly seen the Sunshine Coast Property market boom – together with…

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Disclaimer: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.
You need to consider your financial situation and needs before making any decisions based on this information.

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