Centrelink benefits are a complex area and, as my job title suggests, I’m here to help with Financial Planning. You should also consider me your expert resource for assistance navigating the Centrelink system in Mount Gambier. I can explain all the rules, conditions and provisos and ensure you receive your maximum entitlements. Some major changes...
Read moreCongratulations to our Relay For Life team of 2016. Thanks to the support of everyone involved our team was able to top the local leader board, raising over $10,000. The firm is honored and humbled that the Cancer Council Victoria has chosen to recognise our team’s efforts by establishing the Sinclair Wilson Research Award. Read...
Read moreThank you to all the Principals, staff, clients and friends who left gifts under our 2016 Wishing Tree, your contributions have been amazing. A record 155 presents were donated this year and 155 Christmas mornings across our region will be brighter as a result. A special thank you to those Sinclair Wilson staff who gave...
Read moreIt’s that time of the year again. The decorations are going up, Christmas carols are playing in every store and spectacular Christmas light displays are lighting up the pleasant summer nights. The organised amongst us are checking the final items off our Christmas shopping lists, while the rest of us are thinking we should really...
Read moreAs a financial planning professional in a professional practice, I am proud of the business that we have grown and developed over many years. Sinclair Wilson Investment Services is a key component in a much larger organisation which understands the implications of change and embraces change. The Sinclair Wilson Group has positioned itself at the...
Read moreDairy farmers in Victoria, the Riverina area of NSW, Eastern South Australia and Tasmania have an opportunity to receive up to $20K in grant (not loan) funding from the Farmers’ Fund, a program managed through the Victorian Farmers Federation. Please see the Farmers’ Fund website for more information on the program. The funding has to...
Read moreWe have many farming clients at Sinclair Wilson and we understand that life on the land can be tough at times. We are a proud supporter of any initiative which seeks to lighten the load and improve the lives of our clients, friends and family. Please join the ripple effect. Together we can take on...
Read moreThe Government has abandoned its policy to introduce a $500,000 lifetime cap for non-concessional superannuation contributions. However, on 27 September it released draft legislation implementing a number of other changes to superannuation announced in the 2016 Federal Budget. Included in the latest legislation were amendments relating to: Implementing the Government’s $1.6 million transfer balance cap,...
Read moreAll the Principals and Staff of Sinclair Wilson would like to congratulate Leigh Marris on his upcoming induction into the Hampden Football Netball League’s Hall of Fame. Leigh racked up an impressive list of accomplishments in his 317 senior matches for the South Warrnambool Football Netball Club, including playing in 17 finals campaigns and winning...
Read moreAt Sinclair Wilson, we always keep abreast of all the changes that affect our clients. We all hear about the big changes at budget time, but often these measures will not take effect until the next financial year, or (surprisingly often) the one after that. With the new financial year here and group certificates now...
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