Welcome to the first edition for 2016 of the Bongiorno E-Newsletter
In this newsletter, we focus on tips for property investors, the key to smart investing, the importance of insurance, the benefits of a good adviser and succession planning.
Should you have any questions or would like further information about these topics or any other matters, please contact us on 9326 2788 or via email.
Property is a popular investment asset that contains a number of significant advantages including income generation, capital growth, resistance to major market downturns and substantial tax deductions.
Self-managed superannuation funds (SMSFs) open up a whole new world of investment opportunities for your retirement savings, including direct property. But what if you simply don't have enough money in super to buy an asset outright?
When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection.
Purchasing property with a partner can be an exciting time in life, however, it is important not to overlook what kind of method of ownership you should use.
Some people may think that a financial adviser’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly. This is not the reality..
An area all small business owners should be considering is the exit or sale of their business. More often than not, this crucial area is left to the last minute and this limits the potential value that has taken decades to build.
Disclaimer: Whilst every attempt has been made to verify the information provided in this newsletter the Bongiorno (NSW) Group assume no responsibility for any errors, omissions, lack of care, default, negligence or contrary interpretation of the subject matter. This e-newsletter is general advice and has been prepared without taking account of your objectives, financial situation and needs and because of that you should, before acting on anything in this e-newsletter, consider the appropriateness of the advice to your financial situation, needs and objectives. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.
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179 New South Head Road
Edgecliff NSW 2027
(02) 9326 2788
