Tag Archives: Financial planning
What you need to know about buying off-the-plan and CGT
Buying off the plan and Capital Gains Tax. If you buy a property in an[More...]
What to do if you exceed your super contribution caps
Understanding the tax consequences and your options when contribution limits are exceeded Superannuation is a[More...]
Helping your kids buy their first home using super
Buying your first home with super. If you want to give your children a head[More...]
The CGT retirement exemption concession: What a boon!
Capital Gains Tax retirement exemption concession. If you run a small business and sell it,[More...]
Family trusts are great, but beware of disadvantages
The disadvantages of family trusts. The tax advantages of using a family trust are well[More...]
Protecting your super from scams
Super scam protection With more than $4 trillion in superannuation, it’s no surprise scammers see[More...]
Reducing your tax bill while topping up your super
Reduce CGT using super. How catch-up contributions cut tax.
Super guarantee increasing to 12%
How much super should you receive? From 1 July 2025, your superannuation guarantee (SG) rate[More...]
EOFY tax and superannuation checklist – 30 June 2025
The ultimate tax and super checklist. When the end of the financial year is upon[More...]
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[More...]