Latest Financial Planning Newsletter
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Here is our latest financial planning newsletter.
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October Tax & Super Newsletter
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Here is our October Newsletter that covers off the very latest taxation and superannuation issues.
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September Tax & Super Newsletter
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Here is our September Newsletter that covers off on the very latest taxation and superannuation issues.
Read MoreSMSF Trustees : Don't Let Cognitive Decline Sneak Up On You
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A long life may result in declining health, both physical and cognitive and affect your ability to manage your retirement funds.
Read More2016 Tax Time Appointments
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Just like the Scout motto is be prepared, you need to be equally prepared when presenting for your tax appointment with us.
Read MoreTenancy v Tenants in Common
/A joint tenant cannot deal separately with their interest in the asset under their Will. On the death of an owner of a jointly held asset, the principle of survivorship applies. Under this principle, all interests in the asset automatically vest in the surviving joint tenant by law.
Read MoreDeath Benefit Tax Planning
/Knowing your impending demise can actually save tax for your beneficiaries when they are paid a superannuation death benefit. When a non-dependent receives a superannuation death benefit as a lump sum, the benefit can be taxed at 17% if paid from a taxed source.
Read MoreFY2016 Year End Tax Strategies
/With 30 June fast approaching, time is running out to avail yourself of the following year end tax strategies including concessional contributions caps, prepaying expenses, deferring income and purchasing plant and equipment less than $20,000. We discuss these options further.
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