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SMSF

The ATO’s Crackdown on SMSFs: A $635 Million Wake-Up Call

In recent years, the Australian Taxation Office (ATO) has ramped up efforts to combat the unauthorised early release of superannuation funds, particularly concerning self-managed superannuation funds (SMSFs).

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Superannuation

Free Money From The Government (For Your Super)

When it comes to securing your retirement, building a substantial nest egg is paramount. But what if financial constraints limit your ability to contribute to your superannuation fund each month?

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Wealth Creation

The Life-Changing Secret I Wish I’d Known Earlier

Have you ever pondered over a life secret so fundamental yet often overlooked?

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Team

Introducing Daisy Macua: Paraplanner

Meet Daisy Macua, our diligent Paraplanner passionate about financial analysis and planning.

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News

Economic and Market Overview From Vista – January 2024

In January 2024, global markets rallied but faced challenges including inflation concerns and geopolitical tensions.

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Retirement

What Is An Annuity?

Annuities offer retirees a guaranteed income stream, providing financial certainty amidst market fluctuations. They can be purchased using superannuation savings or personal funds, with options for payment duration and frequency.

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Lending

When Buying Your First Home Becomes A Disaster

The dream of homeownership can turn into a financial nightmare for many who overextend themselves. Overshooting housing requirements often leads to burdensome mortgages, limiting financial flexibility and causing stress.

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Wealth Creation

Unlocking Financial Stability

Building assets over time is crucial for financial stability, but starting can be daunting. Understanding your current financial situation and setting clear goals is the first step.

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Team

Introducing Mary Stuart: Client Service Associate

Meet Mary Stuart, our Client Service Associate at BEA Financial. With extensive experience and a passion for client satisfaction, Mary plays a crucial role in ensuring smooth operations and building strong client relationships.

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Retirement

How Much Do I Need To Retire

Retirement planning is a multifaceted endeavour that often centres around the pivotal question: "How much do I need to retire?"

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Lending

I Have Paid Off My Mortgage, Now What?

Congratulations! You've paid off your mortgage – a noteworthy achievement that undoubtedly warrants a moment of celebration.

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Lending

Common Property Mistakes and How to Avoid Them

In the ever-evolving landscape of the property market, it's essential to be well-informed and make educated decisions.

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Bet365 CEO Denise Coates' £260 Million Pay Package Sparks Controversy

In a stunning revelation, Bet365 CEO Denise Coates took home an astronomical pay package of over £260 million in the year leading up to March 2022, according to the company's latest accounts. This figure, while jaw-dropping, marks a significant drop from the record-breaking £471 million she received in 2020.

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5 FIXES FOR THE STRESS OF RUNNING A BUSINESS

Every working environment has the potential to creatbut when you’re running a business, the pressure can be intense. It is not uncommon that with this added pressure, as a business owner, you experience more stress. We sat down with Rachel Clements,who explains how you can fix it when running a business.

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TRANSITIONING INTO RETIREMENT

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BEING SENSIBLE WITH BUY NOW PAY LATER

Move over debit and credit cards; consumers are flocking to Buy Now Pay Later (BNPL) services.Financial technology companies such as Afterpay, ZipPay and several others  allow shoppers to take home their purchases now while paying them off through weekly, fortnightly or monthly payments.

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ABOUT US

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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