• Snapshot: July 2009

    1 July, 2009

    What a swine of a year it's been - even without a worldwide pandemic of swine flu that has infected countries around the globe as quickly as the recession virus crippled economies more than a year ago...

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  • Attention all clients...

    12 June, 2009

    Whilst not an issue for everyone, I'm sure you're aware of the recent hype surrounding the 2009/2010 Federal Budget and the proposed changes to superannuation.
    One area that impacts many directly is salary sacrificing and the amended contributions caps for concessional and non-concessional contributions. As a result, we are in the process of ensuring that our clients won't be exceeding these caps after July 1st.
    To this end and to help us maintain our records, we are asking all of our clients to send us a copy of their latest payslip (statements of additional income) in order for us to address this critical issue as quickly and as efficiently as possible.
    Given the various changes, up-to-date information will help us better manage your financial wellbeing. We would appreciate your assistance with this as soon as possible.

    Please help us by sending to:

    Upon receipt, we will be in contact if this is likely to have an impact on your current superannuation arrangements. Should you have any questions please contact our office on 02 9222 1202 or by email to info@edplan.com.au.
  • Winter Newsletter

    2 June, 2009

     

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