Posts Tagged:wollongong

Winding Up a Self-Managed Super Fund

I am often asked, “What Do I Need To Do to Close the (choose your expletive) Down?). This is not a complicated process, though those with a vested interest (think those who set it up in the first place) may try to convince you that it is. Your self-managed superannuation fund may be a guaranteed…

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On The Value of Advice – It’s A Funny Old World

I first met Keith (name changed to protect the guilty) about 5 years ago. He had recently moved to the area and was working part-time in a local retail outlet. His wife also worked full time in retail, but in a former life they had operated a small business interstate for some years. Keith’s attitude…

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Why You Can Never Catch Up!

I keep banging on about the need to start NOW – see articles here and here for examples of my rants. To reinforce the point, I want to remind you of something you probably learned in High School. It is what Einstein described as the eighth wonder of the world (there is some debate as to…

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My Business Is My Super – Isn’t It?

When we commit all of our resources, family, financial and emotional to our business, there had better be a reward at the end which we and those dearest to us can enjoy. As business owners there are rewards in just the doing, which we get to enjoy, but our families don’t (well not always anyway).…

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Are you making the right choices in small business?

The “control freak” in most business owners ,is probably why we are in business for ourselves in the first place. As a small business owner myself for more than 30 years, I have first hand experience of the ups and the downs that this most interesting of endeavours can bring. The excitement of success is…

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Collaborate For Your Clients, Please

  You cannot properly give financial advice to a client without considering the tax consequences of that advice. Similarly you should not make a recommendation to a client in order to save tax without considering the impact of the action on their overall financial well-being True financial advice needs to cross over a number of…

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On Professionalism

A professional is true to his beliefs Professionals are not swayed by popular opinion Professionalism is having the courage to tell your client something they don’t want to hear.   A professional seeks to add value Professionals do not accept payment for doing nothing Professionalism is advising your client to terminate  your services when you…

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An Exciting Annoucement

The team at ODH Financial Planning have an exciting announcement to make and we are so thrilled to share it with you… As most of you would know, the financial planning business moved out of its location and into a brand new office at Ellen Street Wollongong in November 2013. We are very happy at…

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