Tax
A generational guide to minimising tax throughout life
13 November
Tax isnât just a yearly chore â itâs a lifelong consideration. From your first job to retirement, understanding how to manage your tax obligations can make a significant difference to your financial well-being. Each stage of life presents...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist
13 November
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
Treasurer defends $4b hit from super tax backdown
16 October
A $4 billion budget hole created by an overhaul of the governmentâs contentious super tax policy will be filled using other measures, the treasurer says. Labor is defending major changes to its planned superannuation tax hike, which will see the...[Read More]
We all want to pay less tax â but what does âTax Minimisationâ really mean?
9 October
Itâs no secret: when tax time rolls around, most of us look for ways to reduce how much we owe. But thereâs a big difference between smart tax planning and simply trying to avoid tax. The key term to know is tax minimisation â the legal and...[Read More]
3 Helpful tips to grow your superannuation
21 August
Retirement is a period most people eagerly anticipate. Itâs that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses youâve been planning and have put...[Read More]
Tax time: why planning and professional advice matter
21 August
As we move into another financial year, many people view tax as a once-a-year obligation â gather receipts, lodge a return, and move on. But the reality is that effective tax planning is a year-round process, and it can make a significant...[Read More]
Big bankâs tax vision bucks business lobby, coalition
17 July
Superannuation concession limits and a wealth tax could unlock national economic productivity, Australiaâs largest bank says, but others call them a âwar on aspirationâ. Many have been some surprised and some incensed by the Commonwealth...[Read More]
Older Aussies back increased superannuation tax
10 July
Most older Australians support increasing taxes on high superannuation balances. The federal government is controversially hoping to lift taxes on super balances above $3 million from 15 per cent to 30 per cent in a move predicted to impact about...[Read More]
Nest eggs on the boil as super guarantee cracks open
3 July
Workers will receive a boost to retirement contributions as a long-awaited lift to the superannuation guarantee kicks in, but further increases are unlikely any time soon. The rate of super employers are required to pay employees increased from 11.5...[Read More]
Greens strike conciliatory tone on super tax changes
12 June
The Greens are âabsolutely readyâ to work with Labor to make proposed changes to superannuation, acknowledging the mandate voters gave the Albanese government at the election. Labor is looking to double the tax rate of super balances above $3...[Read More]
EOFY super and tax strategies: is it too late? What you can still do â and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, itâs not too late. With some focused action in the final month and a proactive start...[Read More]
Super backlash âdoesnât augur well for tax reformâ
5 June
Super backlash âdoesnât augur well for tax reformâ The uproar over proposed changes to superannuation tax concessions does not bode well for the governmentâs chances of passing broader tax reform, Treasurer Jim Chalmers says. First...[Read More]
Retirees working past the age of 70: what to consider
29 May
With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70. Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer...[Read More]
Fears super tax rise for rich will whack housing market
29 May
A bid to increase taxes on wealthy Australiansâ superannuation has been paved with good intentions, but there are warnings it may create unfair outcomes. The federal government is hoping to pass a bill to impose a 15 per cent tax on super balances...[Read More]
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, itâs a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether youâre looking to grow your superannuation,...[Read More]