Managed Discretionary Accounts Might Be Right For Your Portfolio

Managed Discretionary Accounts Might Be Right For Your Portfolio Article written by Janean Hicks, Director of MVP Wealth   In a time of market volatility, the ability for your advisor to transact on your portfolio has never been more critical; a delay by even a few days could cost you thousands of dollars. What Are Managed Discretionary Accounts (MDAs)? Essentially Managed Discretionary Accounts are a service where a portfolio of…  Read more


Thinking of Selling Your Business? Article written by Kelvin Smith – MVP Financial Director If you are thinking of selling your business, make sure you get professional business advice first. For the majority of small-to-medium-sized business owners, the value of your business is your biggest asset and, very likely, your retirement fund. So before selling your business make sure you get the right advice.  It could save you thousands in tax.…  Read more

Is a SMSF right for you?

Is a Self Managed Super Fund right for me? A Self Managed Super Fund (“SMSF”) gives you more control over your super fund, however, there are a number of duties and responsibilities that come with having them, so make sure you understand what’s involved before you take the leap. SMSFs are not right for everyone, in this article, we will review the advantages of SMSFs and why thousands of Australians…  Read more

Video – How to capitalise on your last chance to make BIG superannuation contributions

Superannuation contributions are a great tax effective way to save for your retirement and can help significantly cut your tax liability when done correctly.  So check out the video below to see if this tax reduction strategy could work for you! Let’s face it nobody wants to pay a cent more in tax than they really need to.  However every year we see thousands of business owners pay above the…  Read more