May 2012

• Paul Clitheroe - tax based investments, beware

  28 May 2012 | ipac Paul Clitheroe , your money , Paul Clitheroe , my weekly view

  The start of June typically brings a mad scramble to get together receipts, bank statements and payment summaries. It’s also the time of year when tax-driven investments are heavily promoted, often with promises of solid tax savings coupled with little or no risk, and high returns. It’s a combination that sounds appealing but unless you are very careful, these so-called investments could cost you dearly.
  Paul Clitheroe

• take advantage of seniors' entitlements in the transition to retirement

  28 May 2012 | 0 Comments | news , Financial Advice

  maximising your retirement cashflow can include making the most of seniors benefits and entitlements.
  ipac star reporter

• retirement savings on a low income

  25 May 2012 | 0 Comments | news , Retirement Planning

  those with a modest-to-low income can still maintain an effective retirement savings plan
  ipac star reporter

• saving for retirement while self-employed

  22 May 2012 | 0 Comments | news , Retirement Planning

  self-employed people should prepare for the transition to retirement.
  ipac star reporter

• what to do if the tax office calls

  21 May 2012 | 0 Comments | ipac money mentors

  It's almost tax time and although most Australian's will be working towards June 30, the Australian Tax Office (ATO) is just as busy in committing more resources to checking tax returns and using modern technology to help nab offenders. So be prepared – the tax office is watching!
  ipac