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Welcome to Better Advice
2010 Ten Best Investment Ideas - Out
Now
Each year WHK produces the Ten Best
Investment Ideas for the year, and
considering the tumultuous times in
finance over recent years, it makes
for very interesting reading.
This report is
now available for WHK clients.
Whether you invest for wealth
creation, income or as a sideline,
the Ten Best Investment Ideas is
designed to provide background
information for the coming year.
So what are the Ten Best Investment
Ideas for 2010? They are briefly
noted below:
1. Don't get carried away - this
year might get tough
2. Interest bearing investments -
they don't have to be boring
3. Profit can be made from defensive
investing
4. Put some money into emerging
economies
5. Smaller companies for takeover
and technology exposure
6. Where love has turned into hate -
listed property and infrastructure
7. The builders
8. Investing in the logistics
9. Financial services
10. Don't be a passive investor
Much more detailed information is
available in the report which is now
available through WHK Financial
Planning. Contact your local office
to find out how to obtain a copy.
Financial services advice is
provided by a Representative of WHK
Financial Planning Pty Ltd
(Australian Financial Services
Licenses No 238244). |
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The advice
we give isn't just about managing
finances. It's about making them
work in the context of your whole
life. Because we believe that the
better the advice we can give, the
better your life will be -
professionally and personally.
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Superannuation -
It Makes Sense
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Gayle asks: I have been
investing in shares for some time now and have
built up a little nest egg. A friend of mine
says that I should have set up a superfund and
held the shares in there. What is the benefit of
doing this?
Gayle if you hold the shares in your name any
income you earn is taxed at your marginal rates.
Which for most people will be 31.5% or even as
high as 39.5% or 46.5%. Compare this to super
funds who are taxed at 15%, or even 0% when you
reach age 60 (pension phase). If the superfund
receives franked dividends, this could result in
minimal tax or even a refund.
read full article here
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Education Tax
Refund
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With the arrival of the wet weather,
it is also that time of the year when our
children are returning to school. No doubt the
last few weeks have been a busy time for parents
psyching their children up for the return and
getting all of their school needs ready.
While this can be a frustrating and costly
exercise for everyone, it is important to retain
all of your receipts for education related
expenses as the expenses may be eligible to be
included in the calculation of your Education
Tax Refund in the 2010 year.
read full article here
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WHK Client
Surveys |
You may receive an email in coming weeks
inviting you to complete a short survey about
WHK. As a firm we are always seeking ways to
improve our services to our clients and feedback
is an excellent tool to achieve that.
Any client
that completes the survey will have the
opportunity to go into the draw for a $300
Harvey Norman Voucher.
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WHK Join the
Relay |
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The staff at WHK are getting behind the Cancer
Council and are putting their walking shoes on
to participate in the Relay For Life. Grafton,
Inverell and Lismore are all busy raising funds
towards this very special event.
Each office will form a team to walk around a
local oval overnight. The relay celebrates those
that have survived cancer as well as remembering
those that didn't win their battle. Each team is
undertaking their own fundraising activities. If
you would like to help in their fundraising they
would be happy to accept a donation.
The firm is also assisting this great event and
has agreed to sponsor the Grafton Relay for
$500, this will be on top of the staff's
efforts.
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Armidale Office:
90 Rusden Street, Armidale NSW 2350
T: 02 6776 5100
Byron
Bay Office:
17 Lawson Street, Byron Bay NSW 2481
T: 02 6685 7532
Coffs Harbour Office:
107 West High Street, Coffs
Harbour NSW 2450
T: 02 6652 3211
Grafton Office:
24 Queen Street, Grafton NSW
2460
T: 02 6642 7555
Kyogle Office:
180 Summerland Way, Kyogle
NSW 2474
T: 02 6632 1322
Walcha Office:
Fitzroy Street, Walcha NSW
2354
T: 02 6774 2700
Yamba Office:
5/30 Coldstream Street, Yamba
NSW 2464
T: 02 6646 8011 |
Ballina
Office:
51
Tamar Street, Ballina NSW 2478
T: 02 6686 6200
Casino
Office:
157 Barker
Street, Casino NSW 2470
T: 02 6662 7555
Glen
Innes
Office:
2/122
Bourke Street, Glen Innes NSW 2370
T: 02 6730 2999
Inverell Office:
3 Glen Innes Road, Inverell
NSW 2360
T: 02 6728 8800
Lismore Office:
53 Carrington Street, Lismore
NSW 2480
T: 02 6621 9222
Warialda Office:
39 Hope Street, Warialda NSW
2402
T: 02 6729 1591
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