As usual, there is more tinkering with Superannuation. A new tax has been proposed in a Government consultation paper released on 3 October 2023. The tax would apply from 1…
We ask clients to put away money for retirement, effectively locking up capital for many years. It is a sacrifice and at times we need to remind ourselves if it…
A cornerstone of superannuation law is the term “Sole Purpose Test”. As the name implies, expenditure (and payments) by superannuation funds must be in respect of enabling members to save…
A number of unlisted property funds have begun limiting withdrawals. The rise in interest rates, together with the continuation of the working from home phenomenon, means property valuations are under…
We mentioned in the last newsletter the insidious nature of “bracket creep”. This occurs as wage rises take taxpayers into higher taxation brackets. If these brackets are not adjusted, workers…
I have made the difficult decision to retire from advising. Many of you claim I did this years ago, which is very hurtful, but I have to admit there is…
Please note that our office will be closed on Thursday 20th July for staff training. Advisers will be checking email intermittently and will respond to any urgent matters as soon…
On Monday 31 July, technicians will be onsite installing a new phone system. We are assured the installation will go seamlessly, without interruption to our phone service (fingers crossed!). On…
Many Australians own a business. That business may be their largest single investment. As a result, it is an acknowledged risk, but also a tremendous opportunity to build wealth, both…
We offer an initial meeting at our cost to those referred to us by our clients, accountants and solicitors.
