Mind Financial

Mind Financial Thanks for stopping by to find out more about our business and values based financial planning approach.

Our values based approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals.

Happy World Financial Planning Day
05/10/2022

Happy World Financial Planning Day

19/04/2022

How are you going to fuel yourself this week? Don’t wait until you are empty. Plan things regularly that help you keep fuel on your tank

19/03/2022

Moving to a retirement village can be an exciting and daunting experience. For many people there are two big obstacles,…

07/12/2021

Tax zone offsets to qualify you need to of lived in an area for at least 183 days, this does not need to be continuous. The ATO has a list of the zones that apply on their website. These zones do not apply for fly in fly out or drive in drive out workers, as their main residential address may not fall into approved zones.

28/09/2021

Obviously this will only work if you are wanting to sell an investment property and you think you will have a year in a lower tax bracket. An example may be that you wait until retirement to sell your investment property, thus delaying any CGT liability until you earn little or no income.
Always seek professional advice prior to deciding to sell an investment property as the strategy given is a general option that may not be suitable to your personal needs.

10/09/2021

Ok so there are quiet a few constipated jokes about accountants out there. This one was the only appropriate one for social media.
Have a wonderful weekend.

26/08/2021

So you have seen Bryce and looked at starting a business. You have decided on the structure and now what? We can set up your Company or Trust, register Business Names, apply to Tax File Numbers and ABN's, register you for GST and PAYG. We will give you the information that the bank needs to set up bank accounts.
Not only do we set them up we can follow up on the progress of the applications on your behalf.

02/02/2021

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Newcastle, NSW

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