by Milestone Financial | Aug 21, 2024 | Uncategorized
In Australia, seeing a financial adviser can be particularly advantageous for several reasons: Navigating Australian Financial Regulations: Financial advisers are well-versed in Australian financial regulations and can help you comply with rules regarding...
by Milestone Financial | Aug 20, 2024 | Uncategorized
For many older Australians, their retirement years are not only a time to enjoy the fruits of their lifelong labour, but also to think about how they can pass on their wealth to the next generation. Around $3.5 trillion is expected to be transferred from those aged...
by Milestone Financial | Aug 20, 2024 | Uncategorized
When planning for your financial future, the choice of investment strategy can make all the difference. As more investors seek personalized solutions, managed accounts have become an increasingly popular option. At Milestone Financial, our financial advisers are...
by Milestone Financial | May 22, 2024 | Uncategorized
Here’s a guide to how CGT works and some ways to minimize your tax burden Capital gains tax is charged on the profit you make from the sale of assets. CGT can apply to assets you’ve purchased or inherited – shares, investments, land, property (special rules apply to...
by Milestone Financial | May 22, 2024 | Uncategorized
Another surplus, but bigger medium-term deficits with more big spending, including on a “Future Made in Australia” Key points – The budget this year is expected to show a surplus of $9.3bn thanks to a continuing revenue windfall but slip back into bigger...
