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Manly Financial Services

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Manly Financial Services

We're a dynamic financial advisory firm that specialises in helping clients achieve financial success, security and independance.

25/05/2026

Do You Own A Business & If So Have You Looked At Estate Planning?

Estate planning for small business owners is more complex because the business is often both a family asset and an operating vehicle, creating tax and other complexities.

If a business owner dies unexpectedly, the outcome depends on the business structure, ownership documents, control arrangements and available liquidity.

Also poor estate planning can create tax leakage through badly timed asset transfers, loss of CGT concessions, inefficient super death benefit outcomes, trust control errors and forced sales.

If you’d like to now more, you might want to checkout out latest article on this topic or reach out to our team.

Estate Planning For Small Business Owners Is More Complex Because The Business Is Often Both A Family Asset & An Operating Vehicle...

08/05/2026

EP 18 - Business Real Property in Super: Grow your Business, Build your Super & Reduce Your Risk

Episode 18 of the Unlock Your Business Podcast, presented by Manly Financial Services, is now online!

In this episode, we discuss the benefits, tips and traps of investing in Business Real Property in Super to help you grow your business, build your suepr and reduce your risk.

The podcast episode is available on YouTube or wherever you consume your podcast content.

Audio only link: https://unlockyourbusiness.libsyn.com/ep-18-business-real-property-in-super
YouTube link: https://youtu.be/DQyWliEbjOQ

In this video of Episode 18 of the Unlock Your Business Podcast, brought to you by Manly Financial Services, we discuss the benefits, tips and traps of inves...

28/04/2026

How Much Super Do You Need To Retire Comfortably In Australia?

Most people approach this question from the wrong direction. They focus on the size of the super balance, when the real issue is the income that balance can generate over time.

The Association of Superannuation Funds of Australia (ASFA) provides widely used benchmarks, estimating that a comfortable retirement requires around $54,000 per year for a single person and $78,000 for a couple, but this can vary depending on several factors including home ownership and location.

If you'd like to delve into this further, check out this article, which provides answers to all of the most common questions.

How Much Super You Need To Retire Comfortably Depends On A Few Factors. Most Australians Need Between $600k & $1.2m In Super But...

19/04/2026

Would Setting Up A Family Trust Be Beneficial To You & Your Family?

If this is something you've been wondering, especially if you own a business, you might want to spend a few minutes reviewing our latest article on this topic.

Setting Up A Family Trust Can Reduce Tax, Protect Assets & Improve Succession Outcomes, But Only When Income Is Genuinely...

07/04/2026

Many Australians underestimate how small retirement planning mistakes compound into major long-term income shortfalls.

Delayed contributions, poor drawdown strategies, emotional investment decisions and misunderstanding Age Pension rules can significantly reduce retirement security.

This article investigates both the common mistakes and more importantly, how to avoid or correct them.

Errors Can Reduce Lifetime Retirement Income By Hundreds Of Thousands Of Dollars & We Investigate Biggest Retirement Planning Mistakes...

01/04/2026

Transition To Retirement (TTR) Strategies

When They Work & When They Don’t!

A TTR strategy can significantly improve retirement outcomes when used to optimise tax, maintain savings discipline and manage income timing, but it’s also important to understand the downsides, so these can be avoided, which this article investigates.

Transition To Retirement Strategies Can Significantly Improve Retirement Outcomes Which This Article Investigates...

01/12/2025

How Are Business Advisory Services Supporting Small Business Owners?

Running a small business in Australia is both rewarding and challenging. Between the challenges of finding and retaining new clients, delivering an exceptional customer experience, managing cashflow, suppliers, staff etc., many owners find themselves too busy working in the business to work on it.

Small businesses form the backbone of the Australian economy. According to the Australian Small Businesses And Family Enterprise Ombudsman, there were over 2.5 million actively trading small businesses (those employing 0-19 employees) in 2024, which is around 97.2% of all Australian businesses. Yet, many operate with limited financial visibility and no formal strategic plan.

Business advisory services go beyond traditional accounting. Instead of only reporting on what happened last year, business advisory services help you plan what comes next through strategic and tactical planning.

Advisory services target the following business outcomes:

✅ Improve profitability and cash flow
✅ Analyse key financial drivers
✅ Identify risks and opportunities
✅ Strengthen business structure and tax efficiency
✅ Support long-term growth and succession planning

This article outlines the challenges business owners are facing, the specifics around how advisory services are contributing to business growth, trends shaping advisory services into 2026 and real-world examples.

We Outline How Business Advisory Services Help Business Owners Go Beyond Day-to-day Operational Efficiency To Strategic Advantage Over...

26/11/2025

Taking Advantage Of Non-Concessional Super Contributions?

Non-concessional contributions are one of the most effective ways to grow your super faster, particularly for Australians with available capital or nearing retirement.

In this article, we unpack exactly what non-concessional contributions are, how the contribution caps work, who can benefit and strategies to maximise your super the smart way.

Find Out Why Non-concessional Contributions Are One Of The Most Effective Ways To Grow Your Super Faster...

20/11/2025

Own A Business & Not Sure How To Maximize Financial Growth?

For many small business owners, running day-to-day operations dominates attention. But without robust financial planning, even a profitable business can run into cash flow problems, tax surprises, or poor exit outcomes.

The issues are often not complex or difficult to fix if identified early, it’s often a case of focus and looking at the right thing, at the right time.

To help with opening up some new ways of thinking, we’ve put together this guide, which walks you through a comprehensive roadmap of financial planning for small and micro business owners in Australia.

This Guide On Financial Planning For Small Business Owners In Australia Outlines The Key Principles, Strategies & Common Mistakes

01/10/2025

The Bank Of Mum & Dad

It’s has been officially recognised as the nation’s 10th largest source of housing finance, with 59% of under 30s now receiving financial assistance from parents and average contributions exceeding $112,000, but what do families need to know about it?

This article unpacks what’s driving this trend, the risks and how to avoid them

The Bank of Mum & Dad is officially the 10th largest source of housing finance. This article unpacks what’s driving this trend, the risks &..

Address

Level 1, Suite 105 And 106, 39 East Esplanade, Manly
Sydney, NSW
2095

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+61299763388

Website

http://www.manlyfs.com.au/

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