Updates

Here is our latest financial planning newsletter.

Here is our February Tax & Super Newsletter

Here is our October Newsletter that covers off the very latest taxation and superannuation issues.

Here is our latest financial planning newsletter.

Here is our September Newsletter that covers off on the very latest taxation and superannuation issues.

A long life may result in declining health, both physical and cognitive and affect your ability to manage your retirement funds.

Just like the Scout motto is be prepared, you need to be equally prepared when presenting for your tax appointment with us.

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.

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.