coffee & chat
22 October 2024
What kinds of donations can you claim in your tax return? — by bongiorno group
At tax time, your accountant will ask you if you’ve donated anything to a charity. Why? Because it could be claimed as a tax deduction. But not all donations are deductible. The Bongiorno Group’s Tax Manager Chantelle Turner and Director Nick Fennessy explain that to claim a deduction, the charity must be a Deductible Gift […]
15 October 2024
How Underwriting Shapes Your Life Insurance Policy — by bongiorno group
Underwriting is the process insurers use to assess an individual’s risk in order to determine whether to offer coverage, under what terms, and at what premium rate. It involves evaluating factors like health, lifestyle, occupation, and financial situation to gauge the likelihood of a claim being made. Liz Burke, Victoria Underwriting Chapter Lead at […]
8 October 2024
Is an SMSF right for you? — by bongiorno group
Many people who want more hands-on control over their investments and their retirement are opting for a self-managed super fund (SMSF). It allows you to choose assets like property and manage your retirement savings directly. But, establishing and maintaining an SMSF involves significant costs and ongoing compliance. Vanessa Smith, Director at the Bongiorno Group, […]
1 October 2024
Preparing your own practice — Part 2 — by bongiorno group
When setting up a business, it is crucial to separate personal and business expenses by establishing a dedicated business account. This ensures financial clarity, especially when managing software, hardware, and other business-related expenses. Ricky Caldow and Mitch McKeown, both Directors at the Bongiorno Group, continue their discussion on setting up a private practice. […]
24 September 2024
Preparing your own practice — Part 1 — by bongiorno group
Establishing a private practice can be rewarding, both personally and financially. But, before setting one up, it’s crucial to understand the various issues that might arise. In this two-part series, Ricky Caldow and Mitch McKeown, both Directors at The Bongiorno Group, discuss the common pitfalls that doctors might face by not setting up a practice […]
17 September 2024
Income protection could be your greatest financial asset — by bongiorno group
Income protection is a crucial part of a financial plan, safeguarding your greatest asset—your income—by providing coverage in case of illness, injury, or inability to work, with flexible options for structuring policies based on individual needs. The Bongiorno Group’s risk advisers Tom Will and Yanish Geerdharry, discuss the various options of income protection. It’s […]
10 September 2024
AI’s Impact on the Medical Sector — by bongiorno group
Healthcare is being revolutionised by the rapid growth of AI technologies, particularly generative AI like ChatGPT. The automation of routine administrative tasks is allowing healthcare professionals to focus more on patient care. That’s according to Chris Foster-McBride, CEO of AI start-up Digital Human Assistants. Chris’s career began in hospital operations and the UK health […]
3 September 2024
Long terms goals for buying a house — by bongiorno group
Despite the increases in property prices across the country, buying a home continues to be a dream for most people. Matt Homewood, Financial Consultant at the Bongiorno Group, has guided countless numbers of his clients on purchasing their first home. He offers practical advice for first-time homebuyers, focusing on the importance of understanding both upfront […]
27 August 2024
Are you borrowing for a renovation? — by bongiorno group
If you’re looking to do construction work on your house, like a renovation or extension, be aware of the contract you sign with your builders. Depending on their payment arrangements, additional costs or complications may occur. That’s according to Mark Bremner, Senior Finance Consultant at the Bongiorno Group. He’s joined by Director, Nick Fennessy, where […]
make every day a good day
Interested in speaking with one of our advisers about achieving your financial and lifestyle goals? Click below to register your interest and we will contact you to make a complimentary appointment (that fits around your busy schedule)