taxes

How to Claim Tax Deductions for Super Contributions?

As of 1st July 2017, more Australians will be able to claim tax deductions for personal super contributions. This is possible when an individual makes the super contribution, rather than an employer. In the main this measure will assist: Individuals who are self-employed, Partly employed, and Employees whose jobs do not provide salary sacrificing What[…]

Must know changes to Superannuation

On 9 May 2017, Treasurer Scott Morrison released the 2017-18 Federal Budget. Due to the changes taking effect 1 July 2017, which arose out of the last budget (discussed here), most changes announced were rather minor. Here’s a brief summary of the most exciting changes proposed in regards to Superannuation. Contributing proceeds from downsizing to[…]

Super Reforms – What you need to know before 1 July 2017

With less than two months left in this financial year, it is time to consider the opportunities still available prior to 1 July. In this article we will discuss some of the major super policy changes that may affect your plans ahead. Super Pension Reform: Currently, there is no limit on the amount you can[…]

Strategic Tax Planning

Strategic tax planning is the process of structuring your financial affairs in a manner that optimises the tax efficiency and flexibility of your financial arrangements. Serious investors treat tax seriously. The single biggest drain on your wealth is taxation. Our advisers work with you to develop strategies tailored to your personal financial position and objectives to[…]

A Powerful Tax Saving Strategy

Pre-Retirement & Retirement Strategies – Part 3 Transition to Retirement Income Streams Today it’s time to share with you a simple, but highly effective, taxation saving strategy. This is a strategy which could help you supercharge your retirement savings by ensuring you pay the government less……………………….AND it’s legal!! Let’s face it, given how they spend our money these days, that SHOULD be[…]