Matthew Lane
Income Protection Alert: Action Needed

If you are considering income protection insurance you should act now and implement your new policy before October 1, 2021 while current substantial offerings are still available.

Matthew Lane
Matthew Lane WINS 2016 'Excellence in Advice' ...

Principal Adviser, Matthew Lane, from Wealth Fundamentals is the winner of the prestigious ‘Excellence in Advice’ Award presented at the 2016 Fortnum Financial Advisers Awards held in July .

Market Update
Matthew Lane
Current Market Summary - August 2015

Over the past couple of days, there have been extreme movements in share markets both domestically and internationally.  There has been a lot of press coverage on the markets and we thought it was timely and necessary to communicate with you our views on the situation.

Tax complications for the people you love

If you have a Will in place outlining the distribution of your wealth upon your passing, this tip is for you.

You could be leaving tax complications for those you love.

While you may have a Will in place, without an appropriate Estate Plan you may be inadvertently leaving tax burdens for your beneficiaries.  An Estate Plan includes items often not included in a Will such as superannuation funds, jointly held assets, assets held in trusts and, in some cases, business assets.

Super strategies you may not know about to boost your retirement savings

Like many Australians, you may be missing out on opportunities to boost your super because you haven’t been able to keep up with recent changes to the rules. It can be difficult to know how they may affect your retirement savings plans and, importantly, what you need to do in response.

End of Financial Year - What You Need To Do

If you would like the opportunity to boost your super, achieve tax efficiencies and improve your financial situation, you will need to take action before the end of the financial year on 30 June 2017.
Whether you are a young single, growing your family, a business owner, SMSF Trustee, pre-retiree or retiree, there are strategies you should consider.

"We are earning good money but we don't seem to be getting ahead"

Like many other young families, you’re working hard and earning great money, but saving feels like an uphill battle. You know you need to be planning for the future, but (despite your income) you can barely keep your head above water when it comes to expenses. The spending just seems to keep increasing: mortgage, vehicle leases, personal loans, credit cards, school fees, daily expenses for a growing family, leisure activities and the occasional holiday.