About Michele Purvis

With over 25 years’ experience in financial management, taxation, planning and business, Michele has extensive experience with complex structures including Self-Managed Super Funds, Family Trusts, Companies, Individual Investors and Asset Protection. Michele is a Fellow of CPA Australia, holds a Bachelor of Business (ACC), Graduate Diploma of Financial Planning, and is an accredited Self-Managed Super Fund (SMSF) specialist. With this experience Michele is able to give clients comprehensive financial advice, taking a holistic approach that considers goals and objectives and the most effective way to achieve them in today’s environment. Michele Purvis is an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

A recent case study released by the ATO reinforces the need to seek professional advice when putting together Buy Sell Agreements.

By |2017-06-23T15:20:59+10:00February 25th, 2016|Financial Planning, SMSF, Taxation|

Recently the ATO published a case study similar to the agreement described in  ATO ID 2015/10 Superannuation Self-managed super fund: [...]

Aldi shoppers are not mere customers perusing a retail landscape – they are highly skilled commandos negotiating a hostile environment.

By |2017-06-23T15:20:59+10:00February 25th, 2016|Financial Planning|

Aldi shoppers are not mere customers perusing a retail landscape – they are highly skilled commandos negotiating a hostile environment. [...]

Buy Sell Agreements give businesses peace of mind in the event of the unexpected. But sources suggest less than 95% of businesses have the right kind of agreements in place!

By |2017-06-23T15:20:59+10:00February 25th, 2016|Financial Planning|

More often than not, the disposal of a businesses assets upon one partner's death or incapacity is not clearly and [...]

People’s lives and personal circumstances can change in an instance. And if the unexpected were to happen, would those who are left behind be protected financially?

By |2017-06-23T15:20:59+10:00February 25th, 2016|Financial Planning|

While travelling overseas recently and navigating the streets of a busy city it brought home to me how quickly change [...]

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