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What You Need To Know About Tax Planning, Estate Management and Inheritance

Tax planning, estate management and inheritance preparation may not be the most thrilling topics to discuss, but there is simply no way to avoid them if you want to protect your wealth, keep more of your money, and avoid dealing with nasty surprises.

We recommend that you engage a lawyer, and Accountant and that you utilise the services of a financial planner. We have the pleasure in referring members to Bridges Financial Planning Service to access a financial planner.

Income Tax

Income tax is the most common form of taxation in people’s lives as; if you work and earn above the threshold limits then you will pay income tax.

Dealing with an Inheritance

An inheritance can greatly assist your own wealth management plans and the receipt of an inheritance should be a matter that you discuss with your financial planner to ensure that you use the inherited funds to best advantage for your own lifetime dreams and goals.

We at Holiday Coast recommend Bridges Financial Services for financial planning advice and services. There financial planners are highly experienced and competent and they understand the complexities of investment categories, financial plans, wealth management as well as taxation and superannuation.

Bridges offers a free initial consultation to Holiday Coast members, call 1300 365 7 24 to setup an appointment.

Most financial experts recommend that you keep ready available cash sufficient to live for six months in an at call account or a ready available account or accounts. Again this is a matter that your financial planner will discuss and make recommendations for you to consider in the overall planning for your secure future

Holiday Coast offers several excellent savings accounts to assist in the management of your ready available cash. To learn more, call 1300 365 7 24, or drop by a Holiday Coast branch near you.

This article provides general information only and should not be relied upon as financial product advice.

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