• All
  • BFG Report
  • General
  • Media

The BFG Report – Spring 2020

Welcome to the 2020 Spring Edition of the BFG Report Redundancy: a taxing time In the current economic environment, the prospect of redundancy can become an unexpected reality or an unsettling concern for many.  Redundancy can occur for any number of reasons. You may decide to leave your employer by accepting a voluntary redundancy, or…

Suzanne Haddan appears on ABC Weekend Breakfast – 01 August 2020

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Kathryn Robinson and Fauziah Ibrahim to discuss the weeks key business and financial issues.

The BFG Report – Winter 2020

Welcome to the 2020 Winter Edition of the BFG Report Tax Records for Property While most people are up to date with Tax Records for investment properties the same cannot be said with confidence for other properties including, own homes, holiday homes and vacant land. Which Properties Require Tax Records? Where the property was purchased…

Suzanne Haddan appears on ABC Weekend Breakfast – 27 June 2020

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.

Suzanne Haddan – BFG Financial Services article in Canstar – 6 questions to ask when planning for retirement

6 Questions to ask when planning for retirement By Suzanne Haddan https://www.canstar.com.au/superannuation/retirement-planning/ Turning your dream retirement into a reality requires some careful planning. Factors such as how much money you’ll need, when you will be ready to stop working, working out how to maximise your superannuation and other income avenues, plus what to do with…

Suzanne Haddan appears on ABC Weekend Breakfast – 23 May 2020

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.

BFG Report – Coronavirus March 2020

BFG Report – Coronavirus March 2020 With our core mission being “assisting clients to make smart decisions about their wealth” your portfolio structure has assumptions that risks, like share prices falling, will occur. We set up your portfolio with other investments like cash (including term deposits) to help reduce the impact of this risk on…

The BFG Report – Autumn 2020

Welcome to the 2020 Autumn Edition of the BFG Report Top Tips When Preparing Your Will Preparing a Will can be complicated, especially if you have a complex family or asset structure. Here are some tips to consider when writing a Will. Make a List of Your Assets and Beneficiaries Your Will should include a…

Suzanne Haddan appears on ABC Weekend Breakfast – 15 February 2020

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 11 January 2020

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.

Suzanne Haddan – BFG Financial Services is interveiwed by the ABC’s Patrick Wright – How to know it’s time to change your super

How to know when it’s time to change super funds By Patrick Wright https://www.abc.net.au/life/how-to-know-when-its-time-to-change-super-funds/11810456 What if I told you that by spending a few hours looking at your super account, you could end up saving tens of thousands of dollars? Nope, it’s not a scam — it’s true. In fact, if you’re young and have…

The BFG Report – Summer 2019

Welcome to the 2019 Summer Edition of the BFG Report Downsizer Contributions to Super Since 1 July 2018, if you’re age 65 or over and sell your home, you can now contribute up to $300,000 into your super even if you’re currently restricted by other super rules. This is especially beneficial if you have retired…

Suzanne Haddan appears on ABC Weekend Breakfast – 30 November 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.

Suzanne Haddan – BFG Financial Services is interveiwed by the ABC’s Bridget Judd – I asked a mortgage broker, financial adviser and money coach to fix my finances. Here’s what happened

I asked a mortgage broker, financial adviser and money coach to fix my finances. Here’s what happened By Bridget Judd https://www.abc.net.au/news/2019-11-27/mortgage-broker-financial-adviser-money-coach-fix-my-finances/11564478 Trying to fix your own finances is a bit like submitting to a colonoscopy: you never know exactly what you’re going to find, but chances are, the end result is going to be crap.…

Suzanne Haddan appears on ABC Weekend Breakfast – 08 November 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.

Suzanne Haddan – BFG Financial Services is interveiwed by the ABC’s Andrew Robertson for The Business program with the question, Dead Money or Owning a House: Is it better to rent for the long term?

https://www.abc.net.au/news/2019-10-16/buying-versus-renting-property-dead-money/11607832 ‘Dead money’ or owning a house: Is it better to rent for the long term? By business reporter Andrew Robertson   For most young people these days, the prospect of buying a home early in their working life is now out of the question. With prices, particularly in Sydney and Melbourne, among the most…

Suzanne Haddan appears on ABC Weekend Breakfast – 12 October 2019

Suzanne Haddan – Managing Director of BFG Financial Services, appears on the ABC Weekend Breakfast with Josh Szeps and Fauziah Ibrahim to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 13 September 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Lorna Dunkley to discuss the weeks key business and financial issues.

The BFG Report – Spring 2019

Welcome to the 2019 Spring Edition of the BFG Report Claiming a deduction on personal super contributions Since 1 July 2017, employees, as well as the self-employed, can claim a tax deduction on personal super contributions. If you are aged between 65 and 74 you can make a contribution to super but you need to…

Suzanne Haddan appears on ABC Weekend Breakfast – 08 August 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 13 July 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Josh Szeps and Fauziah Ibrahim to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 08 June 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.

The BFG Report – Winter 2019

Welcome to the 2019 Winter Edition of the BFG Report Super Dependants If you have a superannuation fund, you’ve probably been asked to nominate your beneficiary. But, super fund trustees  can only pay your super death benefit to eligible dependants or to the legal personal representative (LPR) of your estate. If you haven’t elected a…

Suzanne Haddan contributes to the Australian Financial Review – How to travel and retire comfortably – 21 May 2019

How to travel and retire comfortably  No financial strategy will give you everything. What you do have are choices and those choices come with financial consequences that you need to be comfortable with. Becoming an informed spender means you understand the financial costs and benefits of how you’ve decided to allocate your money. Hopefully it…

Suzanne Haddan appears on ABC Weekend Breakfast – 11 May 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 13 April 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Katherine Robertson and Johanna Nicholson to discuss the weeks key business and financial issues.

Suzanne Haddan contributes to the Australian Financial Review – Self Help for first-home buyers – 12 April 2019

Self help for first-home buyers Want to help your children into the housing market? Here’s how to do it with their money not yours. Suzanne Haddan Worried you might whittle away your retirement savings or risk your home as security so your children will be able to buy a home and leave yours? Although it’s…

Suzanne Haddan – BFG Financial Services is interviewed by ABC Life series where they look at the money challenges facing everyday Australians and how they can tackle them by learning more about the basics of financial management.

The budgeting and planning behind one couple’s bid to move up the property ladder ABC Life / By Patrick Wright and Emily Stewart https://www.abc.net.au/life/the-realities-of-one-couples-bid-to-move-up-the-property-ladder/10880758 Like many Australians, Ross and Sangita worked hard to achieve their dream of building their own home. Ross, a chef who moved to Australia from Nepal 12 years ago, has worked…

Suzanne Haddan – BFG Financial Services is interveiwed by the ABC’s Andrew Robertson to question if Hayne’s royal commission misses the chance to professionalise financial planners

Hayne’s royal commission misses the chance to professionalise financial planners By business reporter Andrew Robertson https://www.abc.net.au/news/2019-02-15/the-banking-royal-commissions-missed-opportunity/10807518 Setting us up for another royal commission in five years Genuine fee-for-service financial adviser Suzanne Haddan (the owner of BFG Financial), said she had no doubt where the retention of asset-based fees would end. “To not have addressed one…

The BFG Report – Autumn 2019

Welcome to the 2019 Autumn Edition of the BFG Report What To Look Out For In 2019? As we look towards the next Federal election and beyond, it’s important to understand both the existing Government and the opposition party’s proposed policies relating to superannuation and tax. In relation to some policies, both parties agree on…

Suzanne Haddan appears on ABC Weekend Breakfast – 9 February 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 12 January 2019

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Dan Bourchier to discuss the weeks key business and financial issues.

The BFG Report – Summer 2018

Welcome to the 2018 Summer Edition of the BFG Report The Rising Cost of Cyber Crime  Last year, more than six million consumers fell victim to identity theft, credit card fraud or had their passwords compromised. This cost the Australian economy more than $2.3 billion, and, at an individual level, cost each victim an average…

Suzanne Haddan appears on ABC Weekend Breakfast – 07 December 2018

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 10 November 2018

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC’s The Business 30 October 2018

Suzanne Haddan – Managing Director of BFG Financial Services appears on ABC’s The Business with Andrew Robertson to discuss Insurance within Superannuation.

Suzanne Haddan appears on ABC Weekend Breakfast – 13 October 2018

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Nick Dole and Johanna Nicholson to discuss the weeks key business and financial issues.

Suzanne Haddan appears on ABC Weekend Breakfast – 22 September 2018

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Katherine Robertson and Johanna Nicholson to discuss the weeks key business and financial issues.

The BFG Report – Spring 2018

Welcome to the 2018 Spring Edition of the BFG Report The Power of An Attorney  A power of attorney is a legal document that allows you to nominate someone you trust to make financial decisions on your behalf if you are unable to do so.  A popular misconception is that a person’s partner can make…

Suzanne Haddan – ABC Weekend Breakfast 14 April 2018

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.

Suzanne Haddan – ABC Weekend Breakfast 10 March 2018

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.