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Winter 2019 edition

Setting clear goals is very important as it provides us with motivation to sacrifice things and make changes in our lives.

It is not just about how much money we want at retirement. It is also shorter term.

For me, I love to travel and when I can take my family with me. We recently visited Singapore for the first time. I have included a few photos. Always keep in mind the reason why you are working hard and making sacrifices.

Enjoy this edition of Omnis Financial Planning News and let me know if you'd like to discuss any of the topics by giving me a call on 08 9380 3555.

Kind Regards 
Daniel Morcombe BSc Adv DFP 
Director, Senior Financial Planner 

A super tax opportunity
Super is one of the most tax-effective ways to save. Ensure you make the most of your concessional contributions so you can take advantage of the tax benefits. Read more
Is it time to go off-grid?
Once considered a radical way to live, many Australians are now viewing an off-grid lifestyle as both economically and environmentally savvy. We delve into some of the pros and cons and whether it’s a good choice for you. Read more
Super dependents
If you have a super fund, you’ve probably been asked to nominate your beneficiary. But, super fund trustees can only pay a super death benefit to eligible dependents or to the legal personal representative of your estate. Here’s what you and your family need to know about super dependents. Read more
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Omnis Group Pty Ltd
1 Alvan Street, Subiaco WA 6008
p. 08 9380 3555   f. 08 9380 9515

ABN 13087542658​

The greatest compliment we receive from our clients is the referral of their friends, family and business colleagues. Thank you for your support and trust.

Disclaimer This newsletter is for information purpose only and does not constitute advice and does not take into account any of your objectives, financial situation or needs. Before you make a decision about whether to acquire a financial product, you should obtain and read the product disclosure statement. NEO Financial Solutions: AFSL 385845 ABN 64 141 607 098. Omnis Financial Planning Pty Ltd ATF OFP Unit Trust ABN 79331585748 is a Corporate Authorised Representative (ARN 1006949) of NEO Financial Solutions Pty Ltd AFSL 385845 ABN 64 141 607 098

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