First Financial Blog
First Financial giving back
Posted on June 1, 2019 by First FinancialWe know that many of our clients love to support their community and that they engage in different philanthropic activities. This is also true for the First Financial team!
READ MOREFederal Election review
Posted on May 27, 2019 by First FinancialThe results of the Federal Election on 18th May 2019 came as a surprise to most people. But for many financial advisers, it was a nice surprise. Prior to the Coalition being re-elected there was some uncertainty about the financial future for many retirees who rely on the franking credit refunds that make up part of their income, including those with self-managed superannuation funds (SMSFs). First Financial Melbourne.
READ MOREEOFY Superannuation taxation strategies
Posted on May 15, 2019 by First Financial: Each financial year presents an opportunity to action tax effective strategies… and there is nothing quite like a deadline to turn good intentions into strategic actions. With just over a month left until the 30 June deadline for the 2018/19 financial year, we have some beneficial superannuation taxation strategies for you to consider. First Financial Melbourne.
READ MORESean Curran returns as Compliance Manager
Posted on May 14, 2019 by First FinancialCareer development is very important to the team here at First Financial. We love to see our people grow and extend their skills as they build their career. Just over 12 months ago, Sean Curran made the decision to follow his aspirations and left First Financial to gain experience in a much larger financial organisation.
READ MORECommon investment mistakes
Posted on May 10, 2019 by First FinancialFinancial experts used to think that long-term portfolio performance was due 90% to asset allocation and 10% to timing and selection, but recent studies have shown that investor behaviour can account for up to 50% of the portfolio performance.
READ MORETips for home buyers
Posted on May 8, 2019 by First FinancialBuying a home is an incredibly exciting time! It can be the beginning of a new chapter in life… you have found your dream home in the perfect suburb and you are ready to embrace the home-owner lifestyle. But with all the excitement, there can also be some apprehension about taking on such a large financial investment.
READ MOREChanges to Insurance
Posted on May 3, 2019 by First FinancialThe government has recently changed the rules regarding insurance cover held through superannuation as part of a ‘Protecting Your Super Package’. The reforms have been designed to protect Australians’ superannuation savings from undue erosion by fees and insurance premiums.
READ MOREMurray Greys Golf Tour
Posted on April 29, 2019 by First FinancialFirst Financial is the proud sponsor of the Murray Greys, a group of avid golfers who meet annually for a social competition. Many members are husband and wife duos who enjoy playing golf together. They all belong to different clubs around the country, with most of them coming from Queensland.
This year’s tour ran from Monday 18th to Friday 22nd March, across four wonderful courses in the Yarrawonga Mulwala region.
READ MOREFirst Financial – 2019 Budget Review
Posted on April 18, 2019 by First FinancialThe Federal Government handed down its 2019-20 Budget on 2nd April. This Budget was highly anticipated as the next election is now set for 18th May, and many Australians rely on these policies to help them make their decision at the polls.
READ MOREThe future of franking credits
Posted on April 11, 2019 by First FinancialA lot of people are talking about dividend imputation or franking credits. With a federal election on the horizon, politicians, the media and many shareholders are discussing what the potential policy change will mean.
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