At present, stock markets around the world have seen positive gains since Christmas, but most fund managers are cautious about the future. We have conducted reviews with several of our…
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The Government has passed legislation to change our personal tax rates. This has been a protracted process, particularly due to the election, but by the time the changes are fully…
Commencing 1 July 2019, as a result of Government legislation, clients with insurance in superannuation accounts will have their insurance cancelled in the following circumstances: The account hasn’t received a…
The first phase of the “Protecting Your Super” legislation comes into effect on 1 July 2019. These reforms are designed to protect Australians’ retirement savings by ensuring their super isn’t…
The shakeup of insurance policies held within superannuation funds, first signalled in last year’s Federal Budget, has commenced with the passing of elements within the Protecting Your Superannuation Package Bill…
As we head into the new year it may be timely to review some of the important changes that have been made to superannuation and tax legislation that could be…
We have had some enquiries from clients as to whether they should now seek the services of a small institution as opposed to the big banks, who have been exposed…
Labor Proposal to Eliminate Franking Credit Refunds Example 1: Self-Funded Retiree, Anna Interest $20,000 Dividend $700 Imputation Credit $300 Taxable Income $21,000 Tax Payable $0 Refund Imputation Credit $300 This…
We also take this opportunity to welcome two great additions to our team. Some of you will already have met Dee Rossiter, who joined us in November 2018 as an…
During the Royal Commission we received many calls and emails from clients offering their support, which was greatly appreciated. We have a relatively small client base, but it is nevertheless…
