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5th February 2024 - Private Wealth
The recent decision to invite Lynda McKie onto the Elston Board has been warmly welcomed by workmates, clients and colleagues. Lynda is already a natural leader who brings not just professionalism to every task, but also genuine care to every relationship. In this video Lynda tells us what she sees as the Board’s purpose, and what skills and attitudes she wants to bring to her new role.
If you would like more information please call 1300 ELSTON or contact us.
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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We often refer to Christmas as the season for giving. But in reality, EOFY is one of the most popular times for philanthropy. When reviewing your client’s affairs, it's worthwhile to discuss the merits of structured giving or supporting a charity. Read more
12 April 2024
This time of year, in the weeks leading up to June 30, is like a big game of chess. This is when advisers are working out which moves are going to be the ones for those clients who are hoping to improve their tax position. Read more
21 March 2024
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5 February 2024
The recent decision to invite Lynda McKie onto the Elston Board has been warmly welcomed by workmates, clients and colleagues. In this video Lynda tells us what she sees as the Board’s purpose, and what skills and attitudes she wants to bring to her new role. Read more
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8 January 2024
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7 December 2023
In this video, Senior Private Wealth Adviser Cameron Felice tells us about how the recontribution strategy works, and he gives us an example of how he used it to help one of his clients. Read more
3 December 2023
With the festive season fast approaching, giving back becomes front of mind for many of us. Those with children or younger family members also start to think about how to use this time of year to teach our loved ones that much joy comes from what you give and not what you receive. Read more
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14 November 2023
Strategy Adviser Ben Greenwell has been named as a finalist in the ifa Excellence Awards 2023 for SMSF Adviser of the Year. These awards recognise the best and brightest individuals across Australian Independant advice. Read more
10 November 2023
Ever since the Federal Government announced that there would be a new tax on super, the big question has been, who is this going to affect? In this article, Elston Strategy Adviser Dean Ireland explains what the DIV296 entails and how it may affect you. Read more
7 November 2023
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30 October 2023
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3 October 2023
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If you have a child or a grandchild who’s somewhere between school age and settling down with a family of their own, this article might be just the sort of thing you’d like to share with them. Read more
1 September 2023
Spring is a great time to throw open the doors, roll up your sleeves, crank up your favourite house-cleaning music, and clean out those cobwebs. It's also a good time to spruce up your finances. Read more
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