End of Financial Year Planning Tips

With June 30 fast approaching you should consider whether any of the below strategies are appropriate for you: Concessional Contributions There are limits on the level of concessional contributions that can be made each year. The current limit is $25,000 unless you’re 50 or older, in which case your limit is $50,000. Amounts contributed above these limits will be taxed at an additional 31.5% and will count towards your non-concessional contribution limits

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Wealth & Beyond – May 9th 2011

On Monday evening we held our latest Wealth and Beyond Seminar, featuring Hamish Douglass and Daniel Kerr at the Bluewater Grill in Applecross. Hamish Douglass CEO and Portfolio Manager from Magellan Asset Management helped to put the US deficit into perspective, gave an insight into why the Australian market has outperformed and outlined some key macroeconomic challenges and next investment themes.

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Launch Party – Photos

As promised, please see the link  below for our launch party photos! Thank you to Peta who diligently worked the room to capture some great images on the night as well as supplied the photos for us to post on our blog. Gallery Link:   http://www.petahorstenphotography.com.au/client Passcode:   freedom

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Profusion Launch

On the 27th of April, Profusion Planning held their official launch at the Swan River Rowing club in Mount Pleasant. Over 100 clients helped celebrate the night and we look forward to working with everyone moving forward. Part of launch festivities included a prize draw for a night at the Hyatt which was drawn at the end of May. Congratulations to the winner, Lia Blair and thanks to everyone who entered the draw.

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