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Planning for Aged Care is more than moving into an Aged Care Facility

Our chances of living longer are increasing as life expectancy continue to increase. At age 65 a person’s chance of needing aged care during their remaining lifetime is 68% for females and 48% for males. Old age can be associated with declining cognitive abilities, resulting in problems when managing personal finances.

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Getting Prepared
for EOY

With the end of financial year fast approaching it is a busy time for businesses. Below is a basic summary of important dates and year end processes to get you started. Important Dates 14th July 2017 – Payment summaries need to be provided to employees by this date 28th July 2017 – Due date for

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The 5 key advantages of Cloud Computing

Over the last 5 or so years the cloud computing has gone from being the new frontier to a common business practice. Everything from internet banking to sourcing your favorite recipe is now “on the cloud”. So the question is why has this occurred and what does it mean for your business? Firstly, lets define

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Federal Budget 2017: What it means for you?

On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year. According to Federal Treasurer Scott Morrison, this year’s Budget is founded on the principles of fairness, security and opportunity. Mr Morrison claims that the government’s proposed measures will raise almost $21 billion in revenue over the next four years,

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Legitimacy of Emails Received

Over the past couple of months we have received many queries from clients receiving suspicious emails from government agencies in regards to their financial information. Example of email received For this particular example, clients have been receiving letters from ASIC for the renewal of their company. Consider the following: If POOLE GROUP have set up

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Unoccupied Builing

Coverage for Unoccupied Buildings

Unoccupied buildings – what you need to know An unoccupied or vacant home, building or property is perceived as a higher risk. Insurance policies generally allow for short periods of unoccupancy; however the allowance period varies. It can be up to 60 or 90 days, although not all policies are the same. One Landlord’s policy

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Direct Insurers more likely to deny claim

The Australian Securities & Investments Commission (ASIC) has recently released Report 498 which highlights the benefits of using an adviser for personal retail insurance (Term Life, TPD, Trauma and Income Protection) as opposed to other channels like direct insurance and insurance held via group superannuation accounts.  The report shows that you are 71% more likely

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Renovation Risks

Get coverage before renovations When any alteration, renovation or upgrade occurs at your commercial property or home it’s vital to ensure that you have adequate insurance coverage in place. Depending on your contract and what work is being undertaken, we may have to endorse or arrange alternative or additional coverage. The majority of insurance policies

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Xerocon 2016 Poole Group

Xerocon 2016 Wrap-up

Last week, several of our team members headed down to Brisbane for the coveted Xerocon. A technology conference aimed at Accountants & Bookkeepers (which at first you wouldn’t have though so) with entertainment with the likes of a cartoonist, a Hindu priest, dunny putt-putt, seesaws, and a flash mob. Our team walked away from the

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knowing your limits

Know the Limits of your Superannuation Contributions

For many years now Australians have been allowed to place non-Concessional Contributions into superannuation with minimal restrictions. This all changed on the 3rd May 2016, when the Government announced changes to the level of annual concessional contributions and changes to the life-time limit on non- concessional levels. The extra tax, applicable when you breach these

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