Superannuation opportunities for clients thinking about retirement
Tuesday October 18 2022
Background The contribution changes proposed in the May 2021 Federal Budget and legislated in February 2022 are by far the biggest changes since the 1 July 2017 superannuation reform. Unlike most...
Cryptocurrency - How does tax apply?
Tuesday August 16 2022
Cryptocurrency If you dispose of an asset - you will need to calculate the capital gain or loss and record this in your tax return. But what is an asset - property, shares, crypto or NFTs,...
What if your time is limited and you have a Capital Loss?
Tuesday February 15 2022
Gifting or Disposing of Assets, Investments and Property prior to death In life we make decisions that the benefit of hindsight may prevent us from making. Often when these decisions involve...
Estate Planning & Ensuring your Peace of Mind
Friday February 26 2021
Estate planning is a subject that we don't like to think about but in its simplest form it is just about ensuring peace of mind. It is about making sure that the investments you make now...
Have you thought about your Estate if something was to happen to you?
Thursday September 03 2020
As we go about our everyday activities we often don't consider what would happen to our assets (our estate) if something was to happen to us. Some of us go as far as having a will prepared...
No CGT Main Residence Exemption for Non-Residents
Wednesday January 29 2020
The Government recently tabled legislation, in a second attempt to deny access to the CGT main residence exemption for individuals who are foreign residents (i.e., non-resident taxpayers for...