Smart super strategies for this EOFY
Want to help boost your retirement savings while potentially saving on tax? Here are some smart super strategies to consider before the end of the financial year. 1. Add to
May 9, 2019
Taxation Planning
Financial advice is not the same for everyone
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning, but underpinning the whole process
March 22, 2019
Reminder: Do you need to claim a personal tax deduction for superannuation contributions you made
If you have made a personal contribution in the last financial year and wish to claim it as a tax-deduction you will need to complete a valid Notice of Intent
August 31, 2018
New Superannuation Contribution Opportunities
We wanted to bring your attention to some updated superannuation rules that came into effect on 1 July 2017 that may create new opportunities this financial year for you, your
June 2, 2018
Smart strategies for the End of Financial Year
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1. Add to
May 18, 2018
Get ready for June 30 – NOW!
When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open
April 20, 2018
Should I pay off my mortgage or contribute to super?
One of the most popular questions we are asked by our clients is whether it’s best to pay off their mortgage first or salary sacrifice money into their super fund
March 16, 2018
5 simple techniques to reduce your tax
His words might have been recorded over 200 years ago, but Benjamin Franklin’s famous uttering “in this world nothing can be said to be certain, except death and taxes” remains
February 15, 2018
The art of downsizing
The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it
October 19, 2017
October 12, 2017
Salary sacrifice vs personal contributions to superannuation
Amongst the changes made to superannuation effective 1 July 2017 was the welcome and sensible move to give everyone who makes a personal contribution to super the option of claiming
August 11, 2017
6 steps to protect the future of the family business
To ensure continuity, a succession plan is absolutely essential for every family business. And this is regardless of whether the family runs a global empire, family farm or corner store.
July 21, 2017