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Capital gains tax: How good records can save you money
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
March 23, 2025
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
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
Please find attached our summary of the 2026–27 Federal Budget, handed down on 12
Welcome to the May edition of our client newsletter. This month, we’ve compiled a
As an SMSF trustee, you’re responsible for making sure your fund complies with superannuation
Most people know roughly how much they have in super. Far fewer know the
P.O Box 121
Mount Eliza
VIC 3930
P.O Box 121
Mount Eliza
VIC 3930