Tag Archives: Financial planning

EOFY tax and superannuation checklist – 30 June 2025

The ultimate tax and super checklist. When the end of the financial year is upon [Continue reading...]

Get on the front foot for your 2024–2025 tax return

Expert 2024-2025 tax return advice. Here are some more detailed tips relating to a couple [Continue reading...]

Small-scale subdivision and property development

The tax implications of subdividing your property.  So, you’ve decided to knock down your home [Continue reading...]

Superannuation and binding death benefit nominations explained

What happens to your super if you die?  When it comes to superannuation, many people [Continue reading...]

Writing a will in a tax-effective manner

Wills and capital gains tax (CGT) issues. When a person writes a will, they usually [Continue reading...]

Concessional super contributions vs mortgage paydown. What’s the smarter move?

Super contributions versus mortgage paydown. If you have some extra cash, you might be deciding [Continue reading...]

How good CGT records can save you money

Capital gains tax records. Congratulations! Your investment has done well, and you’re cashing in. You’re [Continue reading...]

The CGT exemption for land adjacent to a home

Capital gains tax on land. The rules surrounding when a home will be fully exempt [Continue reading...]

Superannuation concessional contributions. Can there be too much of a good thing?

Concessional contributions to superannuation. A fantastic way to grow your retirement savings and shrink your [Continue reading...]

Three great reasons to start a Transition to Retirement Pension (TTR)

Ease into retirement with a TTR pension. Thinking about easing into retirement but still need [Continue reading...]