Knowledge Centre

The following videos have been prepared to provide you with an overview of selected financial planning topics, in a short easy to follow format that will help you decide what areas of your affairs may require attention. Our aim is to help as many people as we can understand how a few simple strategies can make the world of difference when it comes to maximising your financial planning potential.

Business Structure & Taxation

Phil Mason-Cox Director of Keysfp talks to Stephen Hall from Stephen Hall and Associates about the different types of business structures that can be utilised for asset protection and minimisation of taxation for small business, the issues surrounding Capital Gains Tax as it relates to small business and the reasons for holding business real property inside a Self Managed Superannuation Fund.

Do you have the right structure
Watch for changes to legislation
Structures provide asset protection

Maximise CGT concessions
Plan the sale of investments
Get the right advice before selling

Asset Protection for Retirement
Save on income tax and CGT
Boost your retirement savings

Estate Planning

In the following video series Phil Mason-Cox Director of Keysfp talks to Tom McVeigh from Murdoch Lawyers about why Estate Planning is important for you, how you can protect your family through via a well constructed Estate Plan, and the different types of discretionary powers of your estate as it relates to superannuation funds.

Wills deal only with assets you own
Consider issues for non-estate assets
An estate plan can save you money

Protect your children’s inheritance
Who has control of your estate
Use Estate equalisation tools

Take control of Trustee discretion
Which beneficiaries can receive super
Super tax implications for you family

Protect, Grow And Fund The Lifestyle You Deserve Using Simple, Cost Effect Smart Strategies

Protect, Grow And Fund The Lifestyle You Deserve Using Simple, Cost Effect Smart Strategies

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   admin@keysfp.com

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Site Links

Contact Details

   1300 539 539

   (07) 3839 4649

   admin@keysfp.com

   Level 23, 127 Creek Street, Brisbane

   GPO Box 1539 Brisbane

Your Adviser may offer you services through Keys FP Pty Ltd and Keys2SMSF which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide.

Disclosure statement: Phil Mason-Cox (the principal and founding member of Keys FP Pty Ltd in Brisbane) is an Authorised Representative of Keys Licensee Pty Ltd a privately owned financial services organisation which supports choice and opportunity for our clients. Keys FP Pty Ltd (Authorised Representative No 250140) is a Corporate Authorised Representative of Keys Licensee Pty Ltd. Keys Licensee Pty Ltd holds an Australian Financial Services Licensee, Licensee number 523830 of Level 23, 127 Creek Street, Brisbane Qld 4000. Download our Financial Services Guide hereDisclaimer and terms of use: This news publication contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Keys FP Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Keys Licensee Pty Ltd, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

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