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May 2025 Newsletter
Welcome to this month’s client newsletter. In this edition, we’ve rounded up a series of important updates and insights that could impact your financial decisions
May 2, 2025
Welcome to this month’s client newsletter. In this edition, we’ve rounded up a series of important updates and insights that could impact your financial decisions
Welcome to this month’s client newsletter. In this edition, we cover key updates that may impact your financial decisions. First up, a recent court decision
On 25 March 2025, the Federal Government delivered its fourth Budget, focusing on five key priorities, including cost of living relief, housing, and education which
Congratulations! Your investment has done well, and you’re cashing in. You’re happy, and so too is the ATO. That substantial capital gain has brought wealth
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
When it comes to inheritances, one key fact to understand is that Australia has no death duties – meaning there are no taxes on a
Most people know that if you inherit a person’s home and sell it within two years of their death, it can be exempt from capital
As we settle into 2025, it’s the perfect time to stay informed about key tax, financial and superannuation changes that could impact you. This month’s
Introduction Downsizer super rules allow people aged 55 and over who sell their home to contribute up to $300,000 into super. The rules say that
Welcome to the August edition of our client newsletter. This month, we’ve compiled a
A minimum 30% tax rate will apply to capital gains from 1 July 2027, alongside the abolition of the CGT 50% discount. Here is who it affects and why timing still matters.
Welcome to the July edition of our client newsletter. This month, we’ve compiled a
With a new tax on large super balances many people are asking where the
P.O Box 121
Mount Eliza
VIC 3930
P.O Box 121
Mount Eliza
VIC 3930