Hi [fname]. Why do you need a financial advisor?
Click here to view full article How is your business going? The festivities are over and it’s “back to business” time – with six months worth of figures, now is the perfect time to focus on areas of improvement, opportunity and potential disaster. Click here to view full article
Changes to the superannuation system There have been many changes to superannuation and related In some situations, if you are in breach of new concessional caps you could trigger “multiple excess contributions” tax assessments, leading to an overall tax rate of up to 93%. Click here to view full article Super funds predict to raise sharemarket A leading economist predicts strong sharemarket growth Click here to view full article Staff profile - Glenn Seaton Glenn Seaton joined Baker Affleck in November 2007 as Director of Baker Affleck Financial Solutions. Glenn has accumulated nine years of strategic financial planning experience from a major financial institution and from within the private sector. Glenn has a Bachelor of Science, Advanced Diploma of Financial Services (Financial Planning) and is an Associate Member of the Financial Planning Association of Australia. To remain current, Glenn also undertakes continual further studies and is currently enrolled within the Certified Financial Planning practitioner program. Glenn focuses on each client’s “big picture” in order to achieve greater structure and certainty surrounding their lifestyle objectives. This may encompass everything from managing cash flow, protection of assets, investments, superannuation and estate planning considerations. Glenn and his wife Hayley have two young children, Will and Claire. They enjoy an active family lifestyle that focuses on the beach and most things outdoors. Socializing with friends and cooking also rate highly as enjoyable weekend activities.
Income tax overhaul off agenda Across-the board income tax cuts are off Labor Financial new year resolution The party season might be over, but financial a Click here to view full article
Economic Update Read this article for an economic update from Morningstar. Click here to view full article
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Newsletter No. 5
Key Dates for Tax Planning 15 January 2010: Large/ medium businesses Income Tax Returns due for lodging. 21 January 2010: December 2009 Monthly Activity Statement due for lodgment and payment. 28 January 2010: Quarterly Super guarantee contributions due. Employers must make contributions by this date! 21 February 2010: January 2010 Monthly Activity Statements due for lodgment and payment
Favourite Movie: no set favourite movie but favourite genre action/ comedy Person you would like to share a meal with: apart from my family; if I'm cooking Andrew Denton; if they're cooking Gordon Ramsay Favourite Pastime: Spending time with family, surfing, eating (Sunday lunch) and winter sports Favourite Book: Tuesdays with Morrie, by Mitch Albom
Baker Affleck Level 1 Solac House, 76 Appel St PO Box 634 Surfers Paradise QLD 4217 Phone: 07 5538 3088 Fax: 07 5539 0805 Email: admin@bakeraffleck.com Web: www.bakeraffleck.com |
At Baker Affleck Financial Solutions our aim has always been on achieving better outcomes for our clients. We are not product driven nor do we focus on commission based investments, in fact quite the opposite. We operate a predominately fee for service business that invoices on complexity, improved client outcomes and value add, not as a percentage of your investment. 
tax laws over the last couple of years, more recently the Federal Budget announcement on 12 May 2009 implemented a number of changes that may have a large impact on your superannuation now and in retirement. 
as superannuation funds find the confidence to plough cash and other low-risk assets into the market.
's agenda as the Henry review looks instead to ease the burden on individual taxpayers by simplifying returns and reducing churn in the tax and family payment systems. 
nxiety can stay around long after the wrapping paper and wine bottles are gone. More Australians each New Year decide to make smart resolutions to become more financially secure. 
