Tag Archives: Financial planning

Selling shares? Beware of all the CGT rules!

Selling shares and Capital Gains Tax With Trump’s tariffs causing big sell downs on share[More...]

New super facts and figures from 1 July 2025

If you’ve been keeping an eye on your super, you might be wondering whether the[More...]

Age Pension means test changes

What do the Age Pension means test changes mean for you? Starting 1 July 2025,[More...]

Working from home and occupancy costs

When rent, mortgage interest, and home office costs may be deductible A recent Administrative Review[More...]

Tax deductible work clothing

ATO rules on claiming work-related clothing expenses The tax deductibility of clothing is a topic[More...]

The Great Wealth Transfer: Are you ready?

Tax traps and estate planning tips. Over the next few decades, Australia is expected to[More...]

CGT consequences of divorce and relationship breakdown

Some CGT consequences of divorce and relationship breakdown. If you are getting divorced or separated[More...]

Unlocking savings: Your guide to Government Concession Cards

What are Federal Government concession cards? Government concession cards, including the Commonwealth Seniors Health Card,[More...]

Self education deduction expenses

Deductibility of self-education expenses Many people spend their own money on attending courses that will[More...]

What happens if you don’t have a valid will?

No will? What happens? When someone passes away without a valid will, this is known[More...]