Mal Dobson & Associates Financial Planning

Mal Dobson & Associates Financial Planning Mal Dobson & Associates is a privately owned financial planning practice established in 1987.

We have been helping our clients achieve their personal and business goals for over 39 years. Mal Dobson & Associates is authorised to provide services covering advice and dealing in financial products in the specialised areas listed below:

• Deposit and Payment Products
• Interests in Managed Investment Schemes
• Superannuation
• Self Managed Superannuation Funds
• Retirement Savings Accounts

Approved Deposit Funds
• Traditional Annuities and Pensions
• Market-linked Annuities and Pensions
• Life Risk Insurance Products
• Investment Life Insurance Products
• Estate Planning
• Business Succession Planning
• A Range of ASX Listed Investments

21/07/2026

According to BT technical consultant Matt Manning, the Division 296 cost base reset requires SMSFs to maintain two parallel cost bases indefinitely: one for ordinary capital gains tax and another solely for Division 296 earnings.

Significant reforms to the Australian superannuation system are about to take effect and could help people boost their s...
19/07/2026

Significant reforms to the Australian superannuation system are about to take effect and could help people boost their super balances in the lead-up to retirement.

Significant reforms to the Australian superannuation system are about to take effect and could help people boost their super balances in the lead-up to retirement.

Our latest forecasts for investment returns and region-by-region economic outlook
17/07/2026

Our latest forecasts for investment returns and region-by-region economic outlook



Our latest forecasts for investment returns and region-by-region economic outlook

14/07/2026

Australia’s age pension gifting rules are again under scrutiny as advisers warn that retirees are increasingly making financial gifts that unintentionally trigger Centrelink deprivation assessments, said Janet Manzanero-Caruana, senior technical services manager for MLC.

http://sow.im/mam

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist
11/07/2026

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist

Check out the evolution of the world's most spoken languages from 2500 BC to 2026
08/07/2026

Check out the evolution of the world's most spoken languages from 2500 BC to 2026

Check out the evolution of the world's most spoken languages from 2500 BC to 2026

As 30 June approaches, SMSF members drawing a pension need to think about meeting minimum drawdown obligations as well a...
27/06/2026

As 30 June approaches, SMSF members drawing a pension need to think about meeting minimum drawdown obligations as well as the best time to start a pension, an SMSF specialist said.

As 30 June approaches, SMSF members drawing a pension need to think about meeting minimum drawdown obligations as well as the best time to start a pension, an SMSF specialist said.

AISC is urging Australians to check if they have lost or unclaimed money, with approximately $2.7 billion waiting to be ...
24/06/2026

AISC is urging Australians to check if they have lost or unclaimed money, with approximately $2.7 billion waiting to be reunited with its rightful owners.

AISC is urging Australians to check if they have lost or unclaimed money, with approximately $2.7 billion waiting to be reunited with its rightful owners.

From 1 July 2026, super contributions will need to be paid at the same time as wages.
21/06/2026

From 1 July 2026, super contributions will need to be paid at the same time as wages.

From 1 July 2026, super contributions will need to be paid at the same time as wages.

The proposed capital gains tax changes announced in the budget are far more nuanced than the headlines suggest, the comm...
19/06/2026

The proposed capital gains tax changes announced in the budget are far more nuanced than the headlines suggest, the commercial director of a property valuation firm said.






The proposed capital gains tax changes announced in the budget are far more nuanced than the headlines suggest, the commercial director of a property valuation firm said.

Address

Unit 3, 7 Woodpecker Avenue
Willetton, WA
6155

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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