
Inheriting a home – and then living in it
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

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

With interest rates remaining stubbornly high, and some property investors bailing out altogether, others are taking steps to refinance their debt in order to secure

Did you know that about 60%[1] of people aged 67 and over receive an age pension? Some of these pensioners don’t receive a full pension.

This month’s newsletter is packed with helpful articles for the festive season and beyond. As year-end celebrations approach, our first article explains the tax rules

Many people choose to set up self-managed superannuation funds (SMSFs) or wrap accounts as an alternative to retail or industry superannuation funds to gain more

There has been a string of recent cases before the Courts and the tribunals about whether someone who pays an amount to another person for

In 2024, the State Revenue Office (SRO) announced significant changes to stamp duty for commercial properties, and changes to land and payroll tax as part
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