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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

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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Is this your last opportunity to add a lump sum to super!

Posted on May 9, 2017 by CFL

If you get the right advice now, and create a Super Solution Strategy Plan tailored to your needs you could pay no tax in retirement, maximise your income, preserve your capital and make your super last longer. If you’re affected by one or more of these key issues, or you’re […]

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How does the new Capital Gains Tax (CGT) Relief work?

Posted on May 3, 2017 by CFL

The CGT relief measure was introduced to discourage the mass selling of pension-supporting investments before 1 July 2017. The intent of the new rule is to provide CGT relief on the gains accrued before that date, so as not to disadvantage members who are required to commute a pension due […]

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INDUSTRY BLOGS

Chatbots as a business growth strategy

Posted on Apr 12, 2017 by CFL Financial

Looking for a competitive advantage that will help continue to grow your business? Look no further than chatbots. When used effectively, chatbots provide a number of advantages that can help boost your business. Chatbots are invaluable when it comes to customer service. They allow you to publish content directly to […]

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Fair Work introduces new app

Posted on Apr 12, 2017 by CFL Financial

The Fair Work Ombudsman has released a new app called “Record My Hours,” to help reduce the amount of disputes regarding underpayments between employees and employers. The app assists employees in recording the hours they work and other information about their employment for circumstances where issues about their pay arises. […]

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Consolidating your super

Posted on Apr 12, 2017 by CFL Financial

Chances are, if you have had more than one job, you will most likely have multiple super accounts. Having multiple super accounts means more fees and less savings. Consolidating all your super accounts into one account can help you to keep track of your super, reduce unnecessary paperwork, and most […]

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New measure to combat franked distributions funded by capital raisings

Posted on Apr 12, 2017 by CFL Financial

The Government has announced a new measure in the 2016-17 Mid-Year Economic and Fiscal Outlook to prevent the distribution of franking credits where a distribution to shareholders is funded by particular capital raising activities. This new measure is intended to address issues raised by the Tax Office’s Taxpayer Alert 2015/2 […]

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Protecting your staff from workplace bullying

Posted on Apr 4, 2017 by CFL Financial

Protecting your staff from workplace bullying is necessary in this day and age; just as is protecting your business from potential lawsuits as a result of workplace bullying. According to the Fair Work Ombudsman, workplace bullying is defined as any repeated behaviour towards an individual or individuals by another individual […]

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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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