About Dean Marinac

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So far Dean Marinac has created 9 blog entries.

Sustainability Trusts In Investment Portfolios

As human beings, we have become increasingly more aware of the impact business practices can have on the environment and, in turn, what this may mean for future generations. At BIS Cosgrove we have seen an increase in client enquiries around how best to reconcile their views on sustainability with their investment goals. In the [...]

By |2019-04-02T07:50:57+10:00April 2nd, 2019|Financial Planning|Comments Off on Sustainability Trusts In Investment Portfolios

Where BIS sees itself after the Banking Royal Commission

The Royal Commission(RC) put out into the Public arena what we in the industry have been aware of for a long time. That the big banks and insurance companies had been having a field day from; -"earning" fees from accounts they didn't service or were dormant providing conflicted advice because the "advice" was always to [...]

By |2019-04-02T07:44:11+10:00April 2nd, 2019|Financial Planning|Comments Off on Where BIS sees itself after the Banking Royal Commission

SMSF – What’s the Good News?

Both 2017 and 2018 certainly gave SMSF Trustees cause for concern, from both a strategy and an investment perspective. A volatile political environment coupled with equally volatile investment markets in the closing weeks of 2018 have certainly provided us with some interesting times. For many self-funded retirees, the $1.6 million transfer balance cap was a [...]

By |2019-03-04T17:13:19+10:00February 8th, 2019|Superannuation|Comments Off on SMSF – What’s the Good News?

Retirement – Will It Affect Your Relationships?

What impact can retirement have on the important relationships in your life?  How will it affect your significant other, family members and key friendships and what can you do to best manage that? Watch the video now!

By |2019-03-04T17:13:20+10:00August 15th, 2018|General|Comments Off on Retirement – Will It Affect Your Relationships?

Retirement – Are You Ready?

An incredible seminar on the ins and outs of RETIREMENT presented by BIS Cosgrove, hosted by Barry LaValley. In this segment Barry focuses on preparing your mind for retirement and helps you understand the retirement psychology, retirement health, retirement relationships and the role that money plays in retirement planning. Watch the video now! [...]

By |2019-03-04T17:13:20+10:00August 10th, 2018|General, Superannuation|Comments Off on Retirement – Are You Ready?

Tax scams catching out the unwary

Tax scams catching out the unwary Every tax time is an opportunity for scammers to target the unwary. This time around, the scammers are phoning and claiming to be from the prosecutions department of the ATO. They then state that they believe you have committed fraud and the Sheriff’s Office has been called. All of [...]

By |2019-03-04T17:13:26+10:00October 13th, 2015|General|Comments Off on Tax scams catching out the unwary

What now for the GST?

What now for the GST? Fifteen years after the introduction of the GST in Australia debate still rages over what should be taxed and whether the GST rate should increase. Unless the Government changes the GST Act, any change requires the approval of the States and Territories. The Treasurers’ workshop late last month resolved to [...]

By |2019-03-04T17:13:26+10:00September 21st, 2015|General|Comments Off on What now for the GST?

Should your SMSF buy property in the United States?

Should your SMSF buy property in the United States? One of the most common questions from clients with a Self Managed Superannuation Fund (SMSF) is, can I buy property? Followed by the second question, can I buy property in the United States? SMSFs provide investment flexibility for those that understand the rules. They can also [...]

By |2019-03-04T17:13:26+10:00September 15th, 2015|General|Comments Off on Should your SMSF buy property in the United States?