Profile Financial Services has appointed Kelly Lindsell as a senior financial planner in its Parramatta office. She is joining a team that is supporting clients in Western Sydney and the firm’s country clients in Mudgee and Dubbo.
Profile Financial Services
How does an SMSF buy a property?
There are a lot of considerations about buying property as an investment and the complexities increase when the purchaser is an SMSF.
Cybercrime – reduce your online risk
Every year, thousands of Australians and Australian businesses fall victim to online crime, or ‘cybercrime’. In the first three months of 2018 alone there were 14, 189 reports made to the Australian Cybercrime Online Reporting Network (ACORN).
How do you make your philanthropy work best?
Australia ranks third in the World for philanthropic giving, with 73% of Australians making a charitable donation.
Philanthropic giving via a Public Ancillary Fund
A PuAF is a communal tax exempt philanthropic trust that enables a number of donors to establish and name a ‘sub fund’ under the broader PuAF structure.
Profile Financial Services and onePlan Financial Planning join forces
Profile Financial Services has recently acquired onePlan Financial Planning, based in Mudgee.
Managing wealth to objectives
Objectives-Based Investing (OBI) or Goals-Based Investing describes not only an investment philosophy, but also a method of implementation that sets it apart from traditional financial planning.
How is FASEA impacting our industry?
Financial Planners are under the spotlight and FASEA is forcing many to consider their future in the industry.