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McQueen Brisbane Office Grand Opening

  As some of you may recall, our goal in 2018 was to establish a new Brisbane office where we could provide a proactive & personalised service to our Brisbane client base. After finding the perfect location, last week we held the Official Opening Party for our brand new Brisbane office located on Eagle Street. It was a wonderful night, with our Chairman Angus McQueen and our very special guest James Tomkins cutting the ribbon and officially opening the office.     Our Brisbane team – Mitch Raabe, Ben Warren, Jackie Crane & Lucy Noye were thrilled to host the evening

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Looking Beyond a Will

If the newspaper stories about high profile family rifts didn’t get the message across, the personal anecdotes of stress and infighting did. These days, everyone is at least aware of how important it is to have a current Will in place. However, estate planning doesn’t begin and end with a Will. ‘Estate plan’ is a catch-all term that covers every nook and cranny of what happens to your assets after you die. It can include a number of crucial documents, such as: An updated Will The Will might not be everything to your estate plan, but it’s a good place

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2018 Budget Update

Buoyed by a stronger economy, the 2018 Federal Budget promises to deliver income tax relief, more jobs, guaranteed essential services and the government living within its means. So what does this mean for you?   Encouraging tax cuts The centrepiece of the budget is income tax relief. There’s immediate relief for Australians on low to middle incomes, as well as light at the end of the tunnel for higher-income earners. Those earning up to $90,000 will get a tax cut of up to $530 via the introduction of a new, non-refundable Low and Middle Income Tax Offset from 1 July

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McQueen Group – Brisbane

  It has now been a year since we expanded into Brisbane, QLD. Given this milestone, it is timely that we provide you with an update on our activity in Brisbane and how we can help those located in South East Queensland.   What we are doing Having the ability to see more people and start servicing the Brisbane area more proficiently is the goal for the remainder of 2018. Establishment of an office and foothold in an area when you are starting with a small base can often be hard, but we have made our way through the first

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Self-Managed Superannuation Funds (SMSFs) and Insurance

Key types of insurance available via super Three types of insurance are usually available within a superfund, including an SMSF. A member can generally purchase the following types of insurance via a super Fund: Life Insurance Total and Permanent Disability (TPD) Insurance; and Income Protection Insurance. There are a number of issues to consider when insuring via the super environment: The sole purpose test A SMSF must be maintained solely for at least one or more core purposes and (optionally) for one or more ancillary purposes. A core purpose is to provide for: member upon retirement a member upon reaching

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Meet Tom & Rhonda

Recently, we caught up with Tom & Rhonda, some of our very first clients. We checked in with them to see how Tom is feeling since achieving one of his major goals; Retirement. Tom was good enough to share his account and financial journey with you. How long have you been a client at McQueen?  I have been a client for approximately 23 years. What did you hope to get out of your relationship?  I was introduced to Angus when I moved to a new employer. He was young and seemed to know what he was talking about, so I thought I

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