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...
Buying or Selling a Business
Saturday October 08 2022
Have you ever considered selling your business? Or buying a business? Wondered how to go about it and how to maximise the value? There are two key components in the sale of a...
SMSF 2022 Year End Considerations
Wednesday June 08 2022
Superannuation & SMSF Year End Action Considerations As the 2022 Financial Year comes to a close SMSF Trustees should start planning for year end to ensure their administration and audit...
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...
Downsizer Contributions and a Part Disposal
Tuesday December 08 2020
Recently administrative binding advice from the ATO confirmed that a part disposal of a home can be used for downsizer contributions. The administrative binding advice means that a person can...
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...