(07) 3512 8800 wealth@msitaylor.com.au

Our Services

See our full offering of services to assist you

Areas We Can Assist With

We pride ourselves on offering help in a number of areas. Click on any of these icons to learn more about how we can help you.

Aged Care

Helping you plan for your future care needs

If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.  Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle.

 

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Our advisers can assist by explaining the various aged care options and provide advice on a range of areas including:

  • accommodation bonds
  • minimising fees and charges
  • maintaining the Age Pension and other social security entitlement
  • implications of keeping or selling the family home
  • structuring income and assets to meet the ongoing costs of aged care
  • the potential taxation implications of different aged care options and decisions
  • estate planning needs such as Wills and Powers of Attorney

Getting the right financial advice

Residential aged care is a complex area.  Getting the right professional advice can make all the difference in ensuring your assets and income are structured effectively, minimising any changes to your pension payments and ensuring you have sufficient income to support your lifestyle and care needs for a comfortable stay.

Wealth Creation

Wealth Creation 

No two financial plans are the same, especially when you take into account the different stages of life. For instance, a person in their 30s will need very different advice from someone in their 60s. From our perspective, an individual’s working lifetime can be broken into four major life stages:

Stage 1: Young Professionals
Stage 2: Couples and families
Stage 3: Pre retirees
Stage 4: Retirees

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Within each of these life stages, there are different priorities, financial challenges, and goals that individuals face. By preparing and planning for the next stage of life, you will stand the best chance of fulfilling your dreams and aspirations.

Business Succession

Business Succession Planning 

If you have a business, then you will need a succession plan. It can be anything, simple to complex, short, or long term, internal or external strategy. Each plan is unique to your own situation, and will be critical to the success when you step away from the business, or retire.

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When correct, succession planning can be more about growing than going. A great succession plan with a structure and timelines can and should be the long-term growth strategy for your business. Other important elements to a succession plan can include things such as:

  • To put adequate insurance plans — such as death and disability in place
  • Transitioning a business can involve many small steps
  • Being able to work less, earn more, and grow the business
  • Ability to stay involved in the business as long as you want
  • Optimise and realise the best value for your business

Instead of just focusing on the structure of transition, we take a holistic approach by helping you create a plan for your life after exiting the business. Our advisers also help assess how business succession planning can help you protect what is important. They can work with your legal adviser, and accountant, where appropriate, to ensure your plan meets your needs and objectives.

SMSF

Self Managed Super Funds

 

WANT TO MANAGE YOUR OWN SUPER FUND?

Self-Managed Super Funds (SMSF) are a growth area in Australia, with more and more business owners electing to have total control of the investment of their hard-earned retirement dollars.

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There is no doubt that a properly structured and well-managed SMSF is an excellent wealth creation vehicle. However, the Australian Taxation Office closely monitors these funds, so it is vitally important that trustees seek professional advice on all aspects of their fund, from creation and compliance, through to a properly documented investment strategy.

We offer specialist advice on establishing, implementing, and running a SMSF. Your fund will be entirely compliant with the ever-changing Government guidelines.

Retirement Planning 

Information coming soon

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Information coming soon

Financial Planning for SME’s 

Information coming soon

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Information coming soon

Estates and Intergenerational Planning 

Information coming soon

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Information coming soon

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