About Sphere Financial Services
Sphere Financial Services is an experienced advisory firm located in Balwyn North, Melbourne. We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.
Whilst financial management can seem complicated, our role is to ensure you understand how your decisions, ultimately affect achieving your vision of financial freedom. By having access to specialist expertise at your fingertips, we ensure, you are not leaving your financial well-being to just anyone.
We work with a range of clients including retirees, business owners, families, and individuals and offer in-depth knowledge and advice in self-managed superannuation funds, wealth creation including asset allocation, investment selection and investment gearing, retirement planning and risk insurance.
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Quarterly Economic Review - 30 June, 2021
The COVID-19 pandemic remains a major feature on the global stage, although global economic recovery continues, with the JP Morgan Markit Global Composite PMI remaining positive.
Understanding changes to granny flat arrangements
On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements, making it easier for older Australians to enter formal granny flat arrangements with the added protection from possible financial abuse if circumstances within the family change.
Navigating your way through a redundancy
The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-19¹. If you are facing a possible redundancy at work due to the aftermath of COVID-19, or a company restructure, this is considered a significant life event that may impact your career, family, mental health and financial wellbeing.