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Trilogy’s Online Newsletter

Trilogy Newsletter - Spring Edition

Welcome to our quarterly newsletter. The team at Trilogy look forward to emailing you the latest information and interesting articles.

Do not hesitate to contact one of our staff at info@trilogyfp.com.au or the link on the left.

Happy reading!

Trilogy Financial Group

Website
Trilogy Financial Group
Phone
03 5021 1235 or 08 8272 8449
Email
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The Tax Office is your friend

by Trilogy Financial Group

In 2006-07, over 42,000 new self managed superannuation funds (SMSFs) were established and the attractiveness of the new superannuation rules means similar growth will continue for some time yet.

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Changes to the CGT concessions for small business – 2006/07 year

by Trilogy Financial Group

If a small business taxpayer disposes of a business, including goodwill, and is able to use the small business CGT concessions, it can potentially reduce the capital gain to nil!

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Ideal investment for retirees

by Trilogy Financial Group

If you are retired or getting close to retirement at least part of your portfolio is likely to include investments that provide a long-term income stream and steady growth.

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Super place to protect your assets

by Trilogy Financial Group

If you’re a small business owner, you probably think of your business as your retirement nest egg. You invest your time, energy and money to build it up and maximise its value for when you retire.

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