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CFL Financial location Level 9, 360 Queen Street Brisbane, QLD 4000
fax CFL Financial 07 3328 8999
phone CFL Financial 07 3328 8988
Email CFL Financial mail@cflfinancial.com.au

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

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The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

CFL Blogs

The Secret to Investing like Warren Buffet

Posted on Oct 16, 2017 by CFL

Everybody wants to be like Warren Buffet but very few will ever achieve investment prowess that is anything close to the legendary investor. But this isn’t from the lack of trying. If anything, legions of devotees have pored over and analysed the thinking and strategies of the greatest investor of […]

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What is The Retirement Smile

Posted on Aug 1, 2017 by CFL

Retirement is something most people look forward to, and when you get there you certainly want to have something to smile about. But what if you get there, only to realise that your projections were wrong! Spending habits are going to play a very big role on just how much […]

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Our Wrap Up of the 2016/17 Financial Year

Posted on Jul 17, 2017 by CFL

The following list is a summary of the major events that took place during in the 2016/17 financial year: Global economic growth lifted on the back of a recovering United States economy. The world was “Trumpified” and we’re still waiting to see what the true ramifications will be. Economic Growth […]

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Top SMSF Tips

Posted on Jun 20, 2017 by CFL

1. Ensure minimum pension standards are met If you are using a Transition to Retirement strategy or are in pension phase you need to ensure that at least the minimum pensions are taken before the end of the financial year. 2. Trustee issues SMSF trustees make sure you have: reviewed […]

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CFL’s Fab 4 Super Strategies

Posted on Jun 14, 2017 by CFL

1. Optimise super contributions Review your contribution amounts and types already made and make additional contributions to optimise the super caps. 2. Spouse contribution splitting It’s now MORE important for couples to consider evening up your super balances, due to the $1.6 million cap on pension accounts after 1/7/17. Couples […]

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INDUSTRY BLOGS

Sexual harassment and the workplace

Posted on Nov 15, 2017 by CFL Financial

In a perfect world, sexual harassment would never occur, let alone in the workplace, but unfortunately, that is not the case. Sexual harassment, while it has reduced over the past decade due to a number of factors, still occurs in many workplaces. It is damaging to not only the individuals […]

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Is your company culture hit or miss?

Posted on Nov 15, 2017 by CFL Financial

Once upon a time, people found a job and stayed in it for their working lifetime. In many cases, it was unheard of to change career or to go back to study. However, nowadays, with online studying and such a great emphasis on mental health and overall well being, gone […]

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Getting customers to settle debts

Posted on Nov 15, 2017 by CFL Financial

Good credit management is an important business strategy to maintain cash flow and stable finances. A cornerstone of managing credit is not only making sure an invoice gets paid, but gets paid on time. Before a debt recovery process commences (which may delay payment further and damage a relationship with […]

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How to ensure your branding is consistent

Posted on Nov 15, 2017 by CFL Financial

Consistent branding is a big factor in your business’ marketing strategy – it can help build loyal customers, improve recognition and trustworthiness. Businesses that adopt consistent branding techniques gain a competitive advantage by differentiating their products and services from other competitors in the market. Staying consistent also helps to stay […]

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SMSF annual return for pension phase trustees

Posted on Nov 15, 2017 by CFL Financial

Self-managed super fund (SMSF) trustees who are in pension phase must lodge their SMSF annual returns if they remain active, or choose to wind up the fund. The ATO is warning SMSF trustees about their regulatory obligations and is paying close attention to those SMSFs that are not meeting their […]

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

Retirement-prosperity-thumbnail

The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

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Email:
Phone: 07 3328 8988
Fax: 07 3328 8999

Office Location:
Level 9, 360 Queen Street
Brisbane
QLD 4000

Postal Address:
GPO Box 2468,
Brisbane,
QLD, 4001

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