Fintacs is a total solution provider for its clients. We act as “one stop” shop for all financial planning and wealth creation requirements of our clients.
Our strategies are integrated with the sole objective of meeting the best interests of our clients.
The financial planning process links various areas of our expertise in superannuation, tax, retirement planning, wealth creation, risk mitigation, estate planning and other client directed advisory services to the goals and objectives of the clients.
The Fintacs Total Solution Cartwheel is the foundation of all our advice, and it ensures that all the processes of financial planning as part of our 33 point checklist are mapped to the requirements of the client.
The integrated solution on our cartwheel would look something like this ---------
In the light of the recent news about ASIC conducting a detailed enquiry into CommInsure regarding irregularities of payments to several terminally ill customers and loose definitions of conditions of release around critical illness,
Negative gearing has been prevalent in Australia since 1936 when the Federal Government introduced it in its Income Tax Act. It has very easily been one of the most potent tax planning strategies for the rich and middle class income earners.
Though it has been under Superannuation Industry (Supervision) Act (SIS), imperative for Trustees to actually have an Investment Strategy, it has been noticed that many of the SMSFs do not actually have an investment strategy.
