March 2025 Newsletter

Welcome to this month’s edition of our client newsletter. In this issue, we explore salary sacrifice vs personal deductible superannuation contributions – both valuable strategies, but which one is right for you? We break down the key differences and factors to consider, such as employment status, cash flow, and flexibility needs. We also highlight important tax considerations for […]

Managing inherited investments: what you need to know

When it comes to inheritances, one key fact to understand is that Australia has no death duties – meaning there are no taxes on a deceased person’s estate based on the value of their assets at the time of death. Rather, we have a form of “roll-over” whereby there is no taxation of the assets […]

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Office

Level 1, 73 Canadian Bay Rd
Mount Eliza
VIC 3930
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Mailing

P.O Box 121
Mount Eliza
VIC 3930

Let's

Get in

Touch

Office

Level 1, 73 Canadian Bay Rd
Mount Eliza
VIC 3930
View on map

Mailing

P.O Box 121
Mount Eliza
VIC 3930