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Concept Financial Group
  • About Us
  • Services
    • Investment Advice and Portfolio Management
    • Cash Flow Management
    • Insurance Advice
    • Superannuation
    • SMSF
    • Retirement Planning
    • Aged Care
    • Centrelink Assistance
  • Latest News
  • Contact Us

Concept Financial Group

How to get more from your 2023 tax return with super contributions

by Concept Financial Group

We all want to make the most of our tax return each year. Did you know, other than claiming the usual work related expenses, certain super contributions may also be tax deductible? …

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15 common sense tips to help manage your finances

by Concept Financial Group

Shop around We often shop around to get the best deal when it comes to consumer items but the same should always apply to services we get. It’s a highly competitive world …

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2022-23 saw investment returns rebound – but is it sustainable?

by Concept Financial Group

Key points – After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as shares rebounded thanks to falling inflation and hopes rates are near the …

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What is the retirement age in Australia?

by Concept Financial Group

When will you be ready to retire? There are two important ages you need to consider when thinking about retirement – preservation age when you are eligible to start drawing on your …

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What are the steps to investing?

by Concept Financial Group

Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking the first step on your investment journey may feel daunting. However, setting …

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Protect yourself against romance scams

by Concept Financial Group

Dating and romance scams are very destructive – both financially and emotionally. Don’t let them break your heart or wallet. Stay one step ahead of romance scams with these tips. Unfortunately, romance …

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Making downsizer contributions into super

by Concept Financial Group

If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution of up to $300,000 from the sale proceeds of your primary residence. …

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Smart super strategies for this EOFY

by Concept Financial Group

Smart super strategies for this EOFY Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial …

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10 ways to boost your super savings

by Concept Financial Group

Many of us turn a bit of a blind eye to super. We know it’s there and we know it’s ours. We just hope, or think, it’ll be enough when the time …

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What you should know about creating your will and estate plan

by Concept Financial Group

If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might be at a point where you’re thinking an estate …

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