Pride or Prejudice: Predictions for 2017
The global economy is picking up and Australia is about to secure the global record for the longest period a country has gone without a recession. But with the focus on the political environment, there…
Making Sense of Super Reforms
If you are waiting for the superannuation reforms announced in the Budget to pass Parliament before working out what they mean to you, you might miss out on any opportunities available. When enacted, the reforms…
Important year end tax planning information
With the 30 June just weeks away there are numerous things to consider for small businesses, trustees of discretionary trusts and companies in general. Here are a few of the main ones: Small Business Entities…
Budget to impact superannuation
The 2016-17 budget introduced a number of proposed changes to superannuation which are likely to affect many individuals. These include: A $500,000 lifetime non-concessional contributions cap which came into effect from Budget night taking into account…
Budget 2016: Infrastructure Projects
The Government has introduced a series of dramatic changes to the concessional tax status of superannuation. The reforms will change many of the strategies advisers currently utilise to maximise benefits for clients. Lifetime cap on…
Budget 2016: Superannuation
The Government has introduced a series of dramatic changes to the concessional tax status of superannuation. The reforms will change many of the strategies advisers currently utilise to maximise benefits for clients. Lifetime cap on…
Managing in Uncertain Times
How do you create certainty in uncertain times? Much of what we do personally to grow and protect our wealth, and commercially for the businesses we manage is subject to unpredictability and change. The answer…
Tempering Investment Expectations
Global market turmoil turned what was always going to be a hectic August into a chaotic one. Macro volatility aside, there’s no hiding the fact that the corporate reporting season was patchy at best and concerning at worst. Reporting season gave…
Budget 2015: Superannuation
Dying able to access their super earlier Date of effect: From 1 July 2015 After a few horrible cases where terminally ill people could not access their superannuation, the Government is changing the rules to…
Super contributions: what you need to know
Topping up your superannuation just got a little less dangerous with new rules that allow excess non-concessional contributions to be refunded. Before the change, a huge number of people were penalised by excess concessional contributions…
