Private Clients

Get less tax - there are numerous ways to pay less tax 1st November 2017

There are numerous ways to pay less tax. As the quote above indicates, even people as wealthy as the late Kerry Packer are keen to find ways to minimise tax....

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Get an exit plan now - start as you intend to finish 1st October 2017

Many self-employed business owners will rely on the sale of their businesses to fund their retirement. In many instances they have no (or very limited superannuation) at the time of sale....

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Almost $18 billion of super waiting to be claimed. Is it yours? 28th September 2017

The ATO today announced its latest figures on lost and unclaimed superannuation accounts....

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When it comes to tax, most people rip themselves off 1st September 2017

When it comes to tax most people rip themselves off. It is not the system, rather it is the lack of sophisticated engagement with the system that costs taxpayers money....

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If there is one thing that you are sure to be asked about as an accountant, it will be “What can be claimed back from the taxman?” 1st August 2017

The most important place to start with a discussion of tax deductions is the basics of how they work....

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Super Reforms: The Transfer Balance Cap and Death Benefit Pensions 3rd July 2017

In February 2017, the ATO released Draft Law Companion Guideline LCG 2017/D3. This Draft Guideline deals with the treatment of superannuation death benefit income streams under the $1.6 million pension transfer balance cap from 1 July 2017....

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Know Your SMSF Annual Obligations 3rd July 2017

You have a number of obligations as an SMSF trustee, and harsh penalties may apply if you fail to meet them. Here's a checklist of important areas you'll need to take into account each year...

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TaxTime 2017: Let's Get Ready 3rd July 2017

There are many ways to defer income, maximise deductions and take advantage of other tax planning initiatives to manage your taxable income....

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The best ‘problem’ in the world is to have earned so much income that you must pay tax 1st July 2017

There are many ways to make a dollar, but most people do not realise that not every dollar is equal under our tax system. ...

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Timing is everything. In financial services, there could not be a saying that is more true 1st June 2017

If you are an individual taxpayer and are not having your affairs handled by a Registered Tax Agent as part of his lodgement program with the ATO, your tax return is due in October. ...

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