Tax Planning
Claiming a deduction on super contributions – A guide for ages 67–75
If you’re aged between 67–75 and want to claim a tax deduction for a personal super contribution, you must meet the work test (or a
September 4, 2025
If you’re aged between 67–75 and want to claim a tax deduction for a personal super contribution, you must meet the work test (or a
Many Australians are finding themselves part of the "sandwich generation" – adults who are juggling the demands of raising their own children while also caring
Many grandparents wonder if they can leave their superannuation to their grandchildren. Superannuation, or "super," is a key part of retirement savings in Australia, and
If your super balance has suffered from recent market volatility there may be opportunities available now that weren’t before. Here are a few worth exploring.
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
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
A common question SMSF trustees ask is whether they can sell or transfer their SMSF assets to a related party, like themselves or a family
A key responsibility that SMSF trustees must adhere to is to keep accurate tax and superannuation records. The benefits of good record keepingAs a SMSF
Thinking about using your SMSF to invest in property? With the right structure, your
Welcome to the October edition of our client newsletter. This month, we bring you
Many people have life and disability insurance as part of their superannuation fund. This
If you’re aged between 67–75 and want to claim a tax deduction for a
P.O Box 121
Mount Eliza
VIC 3930
P.O Box 121
Mount Eliza
VIC 3930
P.O Box 121
Mount Eliza
VIC 3930