Making contributions later in life
October 2024 Newsletter This month’s edition of our client newsletter includes an article on making contributions later in life. Changes to superannuation laws have been simplified over recent years to allow older Australians more flexibility to top up their superannuation. This article provides a brief summary of what you need to know about making contributions […]
Selling your home? Beware of a partial capital gains tax (CGT) liability!
May 2024 Newsletter Introductory textThis month’s edition of our client newsletter includes an article on being aware of a partial capital gains tax (CGT) liability that may apply to you if you sell your main residence. This is followed by an item that explains why you should be wary of timing when making superannuation contributions this […]
Six super strategies to consider before June 30
April 2024 Newsletter This month’s edition of our client newsletter sets out six different strategies for boosting your superannuation nest egg while potentially saving on tax. This is followed by an item that explains what happens to your tax status on leaving Australia to live or work somewhere else in the world. You might be […]
Compensation from your bank or financial institution – is it taxable?
February 2024 Newsletter With Christmas a distant memory life, and tax obligations, are returning to a familiar routine. In this issue we look at a variety of tax issues, including a consideration of the tax consequences if you receive compensation when your bank or financial institution hasn’t acted as ethically and correctly as they could […]
Give yourself a super gift this Christmas
Superannuation remains a cornerstone of financial planning for most Australians. In this issue, we provide you with a practical to-do list to make sure that your super is working optimally for you. This to-do list includes consolidating your super, reviewing your investment strategy, checking your beneficiary nominations and insurance within your superannuation. Undertaking these tasks can significantly impact your […]