Life Plan Webinar

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Let’s face it, we are living in a fast paced world. Days turn into weeks, weeks turn into months and months turn into years. To keep on track with this ever changing world and be prepared for your future, you need to have a plan. You need a recipe for success that is uniquely yours and your families.

Ask yourself these 3 questions; Where am I now? Where do I want to be? How can I get there?

To assist you in achieving your financial freedom join McMahon Osborne Group Director, Tim McCarthy for a free 1 hour webinar at 10am Thursday 31st October.

The webinar will focus on;

  • Actions you can take to achieve financial freedom
  • Strategies our clients have taken to achieve their own financial freedom
  • How to create your own life plan
  • How to stay on track with your life plan
  • Why financial goals are important and how to calculate them

Visit and register now

Your financial freedom starts here!


Free SMSF Webinar

Learn how you can achieve the four pillars of financial freedom for Generation X and achieve financial success.

Join Tim McCarthy, Director of McMahon Osborne Group for a Free SMSF Webinar on Thursday September 26.

Space is limited.
Reserve your Webinar seat now at:


Register now for our FREE SMSF Webinar and learn how you can take control and achieve financial success

Topics include;

* Why super is the most tax effective structure in Australia
* What can a super fund invest in
* How you can take control of your financial future
* How to be a successful investor and minimise capital gains tax
* Why NOW is the right time for Gen X to establish their own SMSF plan

Title: SMSF Webinar
Date: Thursday, September 26, 2013
Time: 10:00 AM – 11:00 AM AEST

After registering you will receive a confirmation email containing information about joining the Webinar.

System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server

Mac®-based attendees
Required: Mac OS® X 10.6 or newer

Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet

Top 10 Redundancy Check List and Seminar

Due to the nature of our economic climate, many people have been faced with the possibility of redundancy.  Whilst this can be a very scary proposition, in many cases, if the right financial advice is obtained, redundancy can be a positive experience.

We have listed below a top 10 check list to point you in the right direction.

  1. Positive Thinking- Occasionally redundancy can be completely unexpected.  Try to remain positive and talk to family and friends, as well as trusted advisors about your concerns.
  2. Entitlements- You may be eligible for a number of different entitlements including;
    – accrued annual leave
    – accrued long service leave
    – severance payment specifically relating to the job loss due redundancy or early retirement scheme
    – gratuity
    – golden handshake
    – payment in lieu of notice
    – payment for unused sick leave
    – payment for unused rostered days off
    – Despite the payment being made as a result of ‘early retirement scheme’ or ‘genuine redundancy’, not all these payments will be taxed on a concessional basis.
  3. Formulate a new budget- Based on the amount you receive from the redundancy payout, work out a new budget including your expenses.  Base this on a weekly budget.
  4. Re-evaluate your expenses- Don’t spend unnecessarily, this may force you into unplanned debt.
  5. Assess your current loans position- Talk to your financial institution about loan repayment options.  Many financial institutions will work out a more manageable payment structure, if you ask.
  6. Don’t make impulse decisions. Seek sound financial advice and make an educated informed decision with the lump sum redundancy payment you receive.
  7. Government assistance– Based on your redundancy pay out, check what financial government assistance you may be eligible for.  This may affect your future financial planning and needs.
  8. Insurance- Now that you are no longer gainfully employed, what level of insurance cover do you need?  If your employer provided insurance cover you may need to seek cover of your own.  Alternatively the payout may mean that you no longer require all the insurances you have in place so this may present an opportunity to save money.
  9.  Superannuation- It is important to seek the right financial advice in relation to super contributions after a redundancy payout.  You should ensure that your financial advisor will assesses your new situation and works out the best superannuation strategy for you, for both your short term and long tern objectives.
  10. Investment- Consider your short term and long-term financial goal.  There are a number of investment options available.  Getting the right advice initially could stop you from making a costly mistake and turn a tough time into one that secures your financial future.

Are you facing the possibility of redundancy?

Do you know what your financial future holds?

Join Guest speaker Patrick Quigley of McMahon Osborne Wealth Management for an informative session, outlining different ways in which you can make your redundancy money work for you.

When: 7pm Thursday 22nd November, 2012

Where: Olive Tree Hotel, 111 Evans Street, Sunbury (upstairs)

Seating is limited for this Free Seminar so book now.
Contact Lynda or Kristie on (03) 9744 7144 or email

For more information, please click here.