360Private

Less than 20% of retiring individuals and less than 30% of retiring couples aged over 65 are able to retire comfortably. Are you in their number?


The Association of Superannuation Funds of Australia (AFSA) defines a ‘modest’ retirement lifestyle as one which is better than the Age Pension but where the retiree is still only able to afford basic activities. A ‘comfortable’ lifestyle is defined as when a retiree is able to “be involved in a broad range of leisure and recreational activities and to have a good standard of living through the purchase of things such as; household goods, private health insurance, a reasonable car, good clothes, a range of electronic equipment, and domestic and occasionally international holiday travel.” In both cases, it is assumed that the retirees own their own homes outright and are relatively healthy.

The obligations and responsibilities of an executor of an estate are extensive and if inadvertantly mishandled, there can be severe consequences for the executor. Do you want to put a family member or a friend under that pressure?

With the ATO increasing the penalties for compliance mistakes for SMSF’s, now is a good time to make sure you’re doing everything by the book.

The 3 May Federal Budget announcements proposed several changes to super and tax. Whilst some of these changes were expected, there are additional changes to super that may impact your current strategies and how you plan for your retirement.

The Government has been dishing out plenty of good news for small business owners lately, and are now set to slash tax rates as part of its ‘10 year Enterprise Tax Plan’.

This year’s Federal Budget was largely considered to be a benign event for equity markets. We expect lower than usual trading levels.

ASIC currently holds over 970,000 parcels of unclaimed money. Could some of the $1.2billion they hold be rightfully yours?

Have you thought about what will happen to your pets when you pass away? Here’s how to make sure they’ll be ok.

Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

A very experienced team

The team from 360Private have been providing auditing and financial services to our Group of Companies for over 20 years.

We have remained a client over the duration as there has always been a very experienced team of diligent and reliable specialists available, uniquely qualified to support us in our engagement.

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