One of the keys to our success in Financial Planning is our specialty in Property

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Since officially launching in late 2015, Profolio has rapidly ascended to the forefront of the financial planning industry in New South Wales, achieving numerous accolades in an incredibly short period of time. One of the keys to our immediate success as Albury-Wodonga’s pre-eminent financial planner lies in Profolio’s concentrated efforts of specialising in property investment. We are the premier business of its kind in our region: skills in mortgage broking and vast experience in property investment provide our firm with ...

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First Home Owners – Tips from Your Lawyer -By Jonathan Green

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Today guys, we have something extra special for you. Here is a guest blog from one of our favourite lawyers. I read this article and thought a lot of my clients could benefit from this, first home buyers, and investors alike, I know I did. Enjoy!

 

“First Home Owners – Tips from Your Lawyer”

By Jonathan Green, Principal of McSwiney, Green & Roman Lawyers

It’s not something you think about: one of the biggest and most exciting times of your life requiring legal ...

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2016-17 Federal Budget- And what it means for you?

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What an exciting night we had last night watching the Federal Budget over a glass of red.

There was a few winners and losers out of last nights budget, but all in all, we thought it was a pretty good budget.

 

Superannuation changes

LIFETIME CAP FOR NON-CONCESSIONAL SUPERANNUATION CONTRIBUTIONS

One of the biggest losers that will effect our clients is the changes to contributions caps, meaning the amount you can contribute to super with after tax money. Individuals were able to contribute $180,000 or $540,000 ...

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RBA Rate cut- What does this mean for you?

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The RBA announced yesterday a rate cut of 25 basis points bringing the interest rate to a historic new low of 1.75%.

 

GAIN FOR MORTGAGE HOLDERS

While three of the top four banks have passed the rate on in full, ANZ customers (myself included) won’t be so happy as ANZ only passed on a .19% cut, using the excuse they have recently had a profit slump.

NAB announcing first, followed shortly by Bank of Queensland, Westpac, and Commonwealth Bank. All banks are looking ...

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