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.
Please find attached our summary of the 2026–27 Federal Budget, handed down on 12 May. The Budget contains a substantial package of tax changes affecting
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
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
