Cashflow, Budgeting and Tax Management

Understanding where and when money is coming in and out of your account is one of the most important things you can do to help get on top of your finances. After all, how can you save money or figure out where  to trim expenses unless you know how much you’re spending and where your money is going? Key components of your expenses are usually living costs, income tax and mortgage repayments, but you also need to take into account incidental costs such as holidays and entertainment.

To improve your cashflow position, your Financial Planner can help you address factors such as:

  • Creating a budget: A budget sets out all your money coming in and all the money going out. It helps you see if you are spending more than you are earning, and also identifies where you are spending your money.  

  • Minimising your tax obligations to help maximise your income surplus: Tax can be minimised by using different taxable entities that are on a lower rate, taking advantage of allowable tax deductions and tax rebates.

  • Wealth creation: Strategies to help with utilising your income surplus effectively for wealth creation opportunities, which may increase investment income.

We can help. Call us today on 1300 342 923

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General advice warning
This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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