There are many ways that you can plan your finances efficiently and effectively in 2014. With the advancement of technology there are new and easy ways to plan your budgets and money that save time and energy – great for busy families and businesses alike.

Our team at Anne Street Partners have put together some useful advice to help you plan your finances and budgets this year:

1) Use apps and tools : We love financial planning apps – you can track your expenditure, budgets and finances easily. They allow you to monitor your spending carefully and analyze your overall finances. Here are our favourite budgeting apps of 2014.

2) Keep track of spending daily. Regular monitoring of your budget allows you to stay on track and project an accurate financial picture.

3) Set goals. It is important to set realistic goals for the year and work towards them. Whether it be a new house or desired investment, planning and goal setting can really help map out those ideas.

4) Control credit card usage. They can be very useful, but if not monitored they can do more harm than good. Switch to zero balance credit cards where possible and make the most out of any benefits such as free air miles or insurance.

Anne Street Partners financial planning

Keep on track of your finances and budgets

5) Research new investment opportunities. There are a wealth of different short and long term investments available ranging from direct property investment to stock options. They can be more financial viable than saving money in a bank.

6) Speak to a financial planner. They can help you work out a realistic budget, work with you to attain your current & future goals, as well as help choose the right investments to suit you.

Anne Street Partners are Australia’s leading financial planning company. They help both individuals and businesses plan their finances and secure their financial future. Speak to one of their friendly team and find out more today!


Read more

Here at Anne Street Partners we know that the month of June is often a busy one – as it is tax return time! It can instill fear in many as it can seem overly complicated, but we have a few tips to make it easier for you.

With tax returns due at the end of the month it is vital to ensure you have all the relevant documents you need. Start getting all your paperwork together and organize it in a folder so it is easy to refer to. For less-complicated tax returns there are several online options at the Australian Tax Office (ATO) website.

For more information please see: https://www.ato.gov.au/Individuals/Lodging-your-tax-return/Do-you-need-to-lodge-a-tax-return-/

Sending your tax return via mail is also an option for those that prefer paper forms. In order to complete your tax return you will need documents and records from throughout the year as well as your tax file number. For businesses you will need to lodge an annual company tax return. Depending on how your business is structured you will need to supply the ATO with more detailed information compared to an individual tax return.

For help lodging your tax return you can seek advice from a registered tax agent. Though we don’t provide tax advice, Anne Street Partners will help you strategically manage your tax risk, using legal and compliant processes. We can help plan for the year ahead and ensure you are maximizing your financial and revenue streams.

Read more

Tax returns can be a major source of stress for people, and they come back around every year. There is simply so much information to be filled out and so many rules and regulations that can trip you up as you work through the forms, it can be completely overwhelming. It’s no wonder so many people resort to hiring a tax agent or purchase tax software to complete their taxes each year.

However, with some planning and a couple of tricks, you can make your tax return much easier. The first step is taking responsibility for your finances from day to day. Keeping a record of your purchases and expenditures—that means keeping the receipts and purchase confirmation emails from everything all year—can make your taxes easier and save you some extra money in the end. It’s always worth checking if your purchases qualify for some deduction or rebate on your taxes.

You can also make your life easier at tax time by keeping your finances organized and easily accessible. If that means recording everything in a paper ledger, in financial software, or through an online service, take the steps you find useful in organizing your thoughts and figures.

Having a full record of where your money is and how much is in each location will provide quick, easily accessible sums for most sections of your tax return and save you time in the end. Be sure to include investments, savings, loans, and more in these records as all can play into a tax return in some way or another. It is best to start organising as early as possible so that come July you are ready to file your tax return.

Anne Street Partners make your tax return less taxing!

The team at Anne Street Partners have a wealth of experience when it comes to managing finances. Our advisers help with all aspects of financial planning and help make sure you make the most out of your tax return. Contact us today on 135 444 for a chat and see how we can make your money work for you!

Read more