Nicole Heales

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7 ways to get ready for tax time 

June 26, 2024 By Nicole Heales

Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits.  Understand your sources of ... Read More

Finances, Financial Planning, Lifestyle, Tax

Super and tax – what’s changing on 1 July 2024

June 26, 2024 By Nicole Heales

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of ... Read More

Financial Planning, Money Management, Superannuation, Tax

6 things to consider before investing 

June 4, 2024 By Nicole Heales

Investing your money may be an effective way to help you build long-term wealth.  While it can seem overwhelming at times, given the breadth of ... Read More

Financial Planning, Investment, Superannuation, Tax

Changes to tax cuts from 1 July

March 1, 2024 By Nicole Heales

The Government has passed legislation to amend the tax cuts which apply from 1 July this year. The changes are explained below, along with some things ... Read More

News, Tax

The transfer balance cap – how does it work again?

February 19, 2024 By Nicole Heales

In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer ... Read More

Financial Planning, Retirement, Superannuation, Tax

5 tips for managing your SMSF

February 19, 2024 By Nicole Heales

Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this ... Read More

Investment, Retirement, Superannuation, Tax

The importance of rebalancing

November 20, 2023 By Nicole Heales

Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your ... Read More

Financial Planning, Investment, Superannuation, Tax

How to upsize your super with a tax-free downsizer contribution

September 5, 2023 By Nicole Heales

Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your ... Read More

Financial Planning, Investment, Superannuation, Tax

How to get more from your 2023 tax return with super contributions

August 4, 2023 By Nicole Heales

How to get more from your 2023 tax return with super contributions We all want to make the most of our tax return each year. Did you know, other ... Read More

Financial Planning, Investment, Retirement, Superannuation, Tax

EOFY 2022-23: Tax return checklist and tax tips

June 20, 2023 By Nicole Heales

To help you complete your tax return, including if you’ve been working from home, this checklist outlines income and expenses you need to disclose to ... Read More

Finances, Financial Planning, Insurance, Investment, Superannuation, Tax

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INDUSTRY AWARDS

  • Winner – Most Influential Financial Planner 2019
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  • Finalist – Holistic Adviser of the year 2018
  • Winner – Most Inspirational Woman in Financial Planning 2017
  • Finalist – Financial Adviser of the Year 2017 and 2016

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Nicole Heales ABN 64 871 906 280 is an Authorised Representative of Capstone Financial Planning Pty Ltd ABN 24 093 733 969. AFSL 223135 (Authorised Representative Number 312479).

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