McMillans - Accountants, Financial Planners – Traralgon
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HomeAboutOur TeamPersonal TaxBusiness ServicesFinancial PlanningBusiness AdvisorySMSF
McMillans - Accountants, Financial Planners – Traralgon
Community Careers Career Industry Placement Program Development Program Resources (03) 5174 6699Contact Us Client PortalBook Appointment
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Fact Sheets


McMillan Financial Planning have prepared easy to follow information sheets available 
FREE to download from this website as Adobe PDFs.

The documents available on this website are in Adobe Acrobat PDF format.
If you have Adobe Acrobat Reader you can view these instantly or you can download the free software

Should you have any queries about any of the information contained within the download 
documents, please feel free to contact us.

Individual Tax Checklist
  • Planning Today for Your Estate

  • Four Rules of Money

  • Protecting Your Lifestyle

  • Protecting Your Familys Way of Life

  • Audit Shield Offer

  • Government Benefits

  • Achieving Your Savings Goals

  • Tax Plan to Minimise It

  • Choosing a Business Structure

  • Maximise Your Business Potential

  • Shareholders Agreement - Why Bother

  • Accounting Online

  • Do You Need Business Asset Protection

  • What Happens if my Partner Dies

  • Why Investing & Saving into Super is good

  • Want More Control Over Your Super

  • How and Where to Invest Your Money

  • Managed Funds

  • Share Investment using a model portfolio

  • Borrowing to Buy Property Using Super

  • Property Investment Made Easy

  • What is Negative Gearing

  • The Importance of Estate Planning

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Thank you!

McMillans

Level 3, 28 Kay Street
PO Box 828
Traralgon Victoria 3844

Ph: 03 5174 6699
Fax: 03 5174 9932

Email: contact@mcmillans.com.au

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