Author Archive

• Specialist urges action on likely budget targets

Posted on April 22nd, 2016 by Mirela

Heffron SMSF Solutions has urged practitioners to take action on several fronts ahead of the budget, and offered predictions for what lies ahead for certain SMSF strategies.   Heffron SMSF Solutions head of customer Meg Heffron said she fully expects to see reductions in the non-concessional contributions cap and greater restrictions placed around the bring […]

• Govt urged to consider changes to death benefit payments

Posted on April 22nd, 2016 by Mirela

The SMSF Association has urged the government to introduce fund-to-fund rollovers of death benefits to adult children, and has renewed calls to repeal the anti-detriment strategy.   In its pre-budget submission, the SMSF Association said adult children should be able to retain the proceeds of a superannuation death benefit in the form of a preserved […]

• ATO outlines FY16-17 SMSF compliance agenda

Posted on April 19th, 2016 by Mirela

Among other priority items, related-party transactions will be high on the regulatory agenda in the 2016-17 financial year, with the ATO set to release further guidance on certain questionable arrangements.   In recent years, related-party transactions have been high on the ATO’s compliance agenda for the SMSF sector.   FY2016-17 will be no different, ATO […]

Don and Ray

Posted on February 3rd, 2015 by Mirela

“TP Financial Advantage have been great. We never have to worry about anything and they explain to me everything in a way that I can understand it”.

Harvey and Janice

Posted on February 3rd, 2015 by Mirela

On behalf of Jan and myself I would like to thank Katerina and staff at TP Financial for their exceptional work and action to get results for us recently. We are very pleased with their efforts. Thanks..

Sandra Marsh (Caniglen Pty Ltd – Design and Drafting Services)

Posted on December 9th, 2014 by Mirela

We recently established a ‘Transition to Retirement Pension’ for my husband. TP Financial Advantage already managed his superannuation and life insurance so we knew we could rely on them to help us and give appropriate and sound advice. We were very happy with their friendly service and they made the transition as smooth as possible. […]

Alice and Rob Wood

Posted on December 9th, 2014 by Mirela

I would highly recommend anyone who is thinking of using TP Financial Advantage services, we needed to get money for a house deposit for one of our children, the friendly advice and the efficient way this was provided by both Tony and Samantha was impeccable. We appreciated the prompt services and the follow up to […]

Alex Lago

Posted on December 9th, 2014 by Mirela

I would like to take this opportunity to thank Tony and Samantha for the excellent customer service they provide me. Tony combines a logical approach with a great deal of commitment. He is professional and possesses a great sense of humor which makes it very easy to deal with him. Both Tony and Samantha are […]

About Us

Posted on December 5th, 2014 by Mirela

TP Financial Advantage provides specialised wealth creation programs to assist individuals, families and businesses to be proactive in achieving their financial goals. The principal, Tony Perich, has been involved in Financial Planning for over 14 years and has been specifically selected by MLC to service their clients..

Services

Posted on December 5th, 2014 by Mirela

After operating in the financial planning industry for a number of years we believed that a better service offering could be designed around supporting and servicing the client’s needs. We spent 12 months talking to our clients and developing our service model to educate our clients about wealth creation opportunities and to assist them to […]