Comfort with Money

by Rodney Gibson Financial Advisor

I am a sole practitioner with 40 years experience in finance, taxation, law, business and accounting. I am currently associated with SALA Financial Services. I provide the following:

  • Estate Planning, including wills and powers of attorney (EPOAs)

  • Estate Management

  • Taxation advice

  • Investment advice, including superannuation

  • Business structure advice

 

My aim is to assist you to live within your means and achieve all your financial goals.

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Charity Begins at the Post Office

Like most Australians I support a rather long list of charities, because by their very nature, charities rarely generate sufficient money from commercial enterprises to carry out the very expensive activities which seek to make life infinitely more comfortable for those less fortunate members of our society. Other charities exist to care for the welfare of both domestic and wild animals, and others to provide services for the community such as volunteer rural firefighters and lifesavers. These are equally as expensive to operate as is medical research into the whole range of human illnesses. Australia Post, which of course is not a charity, derives substantial income from the postage paid fo

What is Superannuation For?

In our free society the concept that we are masters of our own destiny, and in particular able to do whatever we like with our own property, possessions and, above all money, sounds like a good idea but reality closes in. I believe that Australia has the best retirement financing system in the world, namely our superannuation system. (I don’t include the super generous parliamentary retirement handouts in that arena). The super system has evolved with very generous tax breaks but as successive treasurers have pointed out, the primary purpose of superannuation is to look after retirees and NOT to allow them to build remarkably generous tax advantaged wealth for their children. At age 85 retir