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What does a financial planner do?

Needing expert advice on how to reach your financial goal? It might be a bit overwhelming to acknowledge the challenges that come with taking control of your finances. But there’s no need to worry, as long as you know who you should call for help. Let’s first...

Christmas Parties and Gifts: Tax and FBT Issues For Employers

It's Christmas time and we are all looking forward to the office parties and catch-up dinners, so we thought we'd put together this great Christmas tax read on holiday expenses! We’ll focus on the tax implications of holding Christmas parties (inside or outside the office) and also...

Full circle of life 

Aging is inevitable - though we can delay the implications a little with science and technology, keeping out of the sun and being fit and healthy!  We are all familiar with each of the life stages people go through. As we age, our level of definition...

Estate Planning and Digital Assets

What happens to your loyalty points when you're gone? Do you know if you can pass ownership or control of "digital assets" on to your family?  What happens to your Facebook, Frequent Flyer Points, Instagram, Emails, Twitter, YouTube and more when you’re gone? Estate planning and succession...

Beware of Super Guarantee Contribution penalties

If you run a business, you need to be aware of the regulations surrounding superannuation contributions for your staff: The rate for contributions paid by employers on behalf of their employees under the super guarantee for the year ending 30 June 2020 remains at 9.5%.   ...

Watch out – myGov Tax Scams are coming!

It’s tax time! If you are one of the 7.7 million myGov users, make sure you read this through!      Adelaide - Family business owners, private businesses and all taxpayers are warned to act vigilantly against scams. Tax time is upon us and with it comes a...

SMSF Newsletter – 2019 Winter edition

The 2019 Winter Edition of our SMSF Newsletter has arrived, click HERE for your copy. _______________________________________________________________________________ Highlights in this edition include: New Contribution Rules - the catch-up contribution rules and new work test exemption now apply ATO Update - New ATO guidance for reversionary pension recipients Trustee...

TaxWise – Business News Edition – June 2019

Please click on the link for the June 2019 edition of TaxWise - Business News. TaxWise Business News is a quarterly newsletter, which will keep you updated on important tax matters that may affect you or your business. The highlights in this edition: Coalition's tax policies: How do...

SMSF Newsletter – Autumn 2019

Please click on the below link, you will be directed to the Autumn edition of our SMSF Newsletter for 2019 2019 SMSF Newsletter - Autumn  The HIGHLIGHTS in this edition: Year-End Planning - With 30 June 2019 approaching, ensure that year-end planning and administrative issues are in hand ...

TaxWise 2018-19 Special Budget Edition

Please click on the link for the TaxWise 2018-19 Special Budget Edition. This is a special TaxWise Edition that focuses on the Budget and how it may affect you.   The highlights in this edition: A Budget 'that gives back to the people' to win the Election - but...