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Insights

What super stapling means for employers

What super stapling means for employers

It was hard to miss the media splash about international tax evasion when the Pandora Papers were released, with local interest focussing on what Australian tax authorities would do with this massive trove of information. But it seems the ATO is relaxed. Deputy...

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Retirement income on the house

Retirement income on the house

Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices booming, many retirees are finding that the home they have lived in...

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How the ATO mines your data

How the ATO mines your data

It was hard to miss the media splash about international tax evasion when the Pandora Papers were released, with local interest focusing on what Australian tax authorities would do with this massive trove of information. But it seems the ATO is relaxed. Deputy...

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How does a jointly owned property affect aged care fees

How does a jointly owned property affect aged care fees

One of the first questions many families ask when a loved one is moving to a care facility is what to do with the family home. The decision is never purely a financial one, however knowing the financial impact is a key factor in helping to confidently make decisions...

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Market & Economic Update – November 2021

Market & Economic Update – November 2021

It’s November and we’re off with the race that stops a nation. While this is normally a given, the fact that the Spring Carnival is going ahead, and overseas travel is back on the agenda, is a welcome sign that Australia is getting back to business. All eyes were on...

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Your SMSF: Wind it up or pass it on?

Your SMSF: Wind it up or pass it on?

Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children...

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Responsible investing on the rise

Responsible investing on the rise

For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want their investments align with their values. Everyone’s values are different but given the choice...

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How do gifts affect aged care fees and the age pension?

How do gifts affect aged care fees and the age pension?

It isn’t uncommon for parents to want to help their children or other family members financially through a gift of cash. But did you know that providing a financial gift can affect your age pension and aged care costs? If this is something you are considering, it is...

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October 2021 Insights

October 2021 Insights

It’s October and with grand finals season over, the countdown to summer begins. Despite ongoing lockdowns, rising vaccination rates are paving the way for the re-opening of borders and business. September was a mixed bag on the economic front. After reaching record...

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Tax Alert September 2021

Tax Alert September 2021

Although smaller businesses are now enjoying a lower corporate tax rate, their quarterly super bills have gone up, following the latest indexed rise in the Super Guarantee rate. Here’s a roundup of some of the other key developments when it comes to the world of tax....

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