Preparing for June 30

It is that time of year again; too late to do any in depth tax planning but the perfect time to ensure everything you planned for last July has happened. Below we have included a few things you might want to check in on before June 30 rolls around: 1. Topping up your superannuation On July 1st 2018, super laws are changing to encourage empty nesters to downsize. Those over 65 who meet the eligibility requirements will be able to contribute up to $300,000 from the sale of their primary residence towards their super, without that money counting towards their contribution

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Meet the Manager: We chat with Paul Moore from PM Capital Global Companies Fund

  We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. Our meet the manager series is a snapshot of these meetings designed to share interesting insights with our clients. McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579 This information is of a general nature only and does not take into account your investment objectives, financial situation or particular needs. You should not act on any information in this report

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Quarterly Update March 2018 presented by Paul Moore from PM Capital-Global

Following the end of the March quarter we asked Paul Moore from PM Capital-Global to provide an economic update on the past quarter. We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. On a quarterly basis we select one of our fund managers to provide a quarterly update for our clients. McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579 This information is of a general nature only and does

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Meet the Manager: We chat with John Valtwies from PIMCO Diversified Fixed Interest Fund

    We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. Our meet the manager series is a snapshot of these meetings designed to share interesting insights with our clients. McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579 This information is of a general nature only and does not take into account your investment objectives, financial situation or particular needs. You should not act on any information in this

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First Home Super Saver (FHSS) Scheme

To assist first home buyers in entering the property market, the Government announced the First Home Super Saver (FHSS) Scheme in the 2017 Federal Budget. As of 13 December 2017, this scheme was legislated and became law. Through this scheme, first home buyers are encouraged to use superannuation as another form of maximising their savings to secure the purchase of their first home.   What is the FHSS scheme? From 1 July 2017, first home buyers could begin making voluntary concessional (before tax) and non-concessional (after tax) contributions into super for the purpose of purchasing their first home. You can

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Meet the Manager: We chat with Julian Beaumont from Bennelong ex-20 Australian Equities Fund

We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. Our meet the manager series is a snapshot of these meetings designed to share interesting insights with our clients.

McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579
This information is of a general nature only and does not take into account your investment objectives, financial situation or particular needs. You should not act on any information in this report without first consulting a professional investment adviser in order to ascertain whether the information and any investment decision is appropriate. This information is believed to be accurate however no warranty of accuracy or reliability is given in relation to any advice or information contained, and neither TFSA or its Representatives and officers, agents or employees of either of the aforementioned shall not be held liable for any loss or damage whatsoever arising in any way for any representation, act or omission, whether express or implied (including responsibility to any persons by reason of negligence).