Sarah Edwards

July 2024 – Division 293 Tax – Will you be caught, The secret life of TFN’s, Can I add to my super pension and more…..

This month’s edition of our client newsletter includes an article on the extra 15% “Division 293 tax” which applies to high income earners who have income and concessional superannuation contributions exceeding $250,000 in 2023/24. The article explains how the extra tax works and how you can pay for it if you’re liable. This is followed […]

July 2024 – Division 293 Tax – Will you be caught, The secret life of TFN’s, Can I add to my super pension and more….. Read More »

June 2024 – Making Super last in retirement, What’s not considered income by the ATO, Don’t loose your super to scammers and more…..

This month’s edition of our client newsletter includes an article on the importance of making your superannuation last in retirement. Superannuation is often a key source of income when you retire so it’s important to ensure your investment strategy makes your retirement savings last for as long as possible. This is followed by an item

June 2024 – Making Super last in retirement, What’s not considered income by the ATO, Don’t loose your super to scammers and more….. Read More »

2024-2025 Budget

The Federal Budget, handed down on Tuesday 14 May, contained a number of tax, superannuation, tax administration and social security/cost of living proposals that may impact your clients (and their businesses) in relation to the following matters: Instant asset write-off CGT and foreign residents The training and energy efficiency boosts ATO discretion to offset old

2024-2025 Budget Read More »

May 2024 – Selling your home? Beware of CGT, Rental Properties – Traps and Pitfalls, Succession Planning for Family Business and more…..

This month’s edition of our client newsletter includes an article on being aware of a partial capital gains tax (CGT) liability that may apply to you if you sell your main residence. This is followed by an item that explains why you should be wary of timing when making superannuation contributions this financial year. You

May 2024 – Selling your home? Beware of CGT, Rental Properties – Traps and Pitfalls, Succession Planning for Family Business and more….. Read More »

April 2024 – Six super strategies to consider before 30 June, Important tax residency issues to consider, Selling your home to a developer and more…..

This month’s edition of our newsletter sets out six different strategies for boosting your superannuation nest egg while potentially saving on tax. This is followed by an item that explains what happens to your tax status on leaving Australia to live or work somewhere else in the world. You might be surprised to learn how

April 2024 – Six super strategies to consider before 30 June, Important tax residency issues to consider, Selling your home to a developer and more….. Read More »

March 2024 – Stage 3 tax cuts, CGT small business rollover, Super contribution caps increase and more…..

Our client newsletter features a run down on what taxpayers can do to maximise the benefits of the Stage 3 tax cuts that have recently been passed by Parliament. It explores some options for shifting taxable income from this year (2023-24) to the next (2024-25) by bringing forward deductions or deferring income. While the potential

March 2024 – Stage 3 tax cuts, CGT small business rollover, Super contribution caps increase and more….. Read More »

February 2024 – Compensation, is it taxable, Tax issues when dealing with volunteers, Using super to pay the mortgage and more…..

With Christmas, a distant memory, life and tax obligations are returning to a familiar routine. We look at a variety of tax issues, including a consideration of the tax consequences if you receive compensation when your bank or financial institution hasn’t acted as ethically and correctly as they could have; the tax issues and obligations surrounding

February 2024 – Compensation, is it taxable, Tax issues when dealing with volunteers, Using super to pay the mortgage and more….. Read More »

December 2023 – Superannuation Cornerstone of Financial Planning, Tax records Lost or Destroyed, Tax Debts and more…..

Superannuation remains a cornerstone of financial planning for most Australians. In this issue, we provide you with a practical to-do list to make sure that your super is working optimally for you. This to-do list includes consolidating your super, reviewing your investment strategy, and checking your beneficiary nominations and insurance within your superannuation. Undertaking these tasks can significantly impact

December 2023 – Superannuation Cornerstone of Financial Planning, Tax records Lost or Destroyed, Tax Debts and more….. Read More »

November 2023 – Who can i nominate as my super beneficiary, Who is a resident for tax purposes, Qualifying as an interdependent or financial dependant and more…..

In the November edition of the Client Newsletter we delve into the intricacies of nominating a superannuation beneficiary, examining the various types of nominations and the legal requirements they must meet. Additionally, we tackle the complexity of tax residency in Australia. As the recent AAT case reveals, citizenship is not the sole determining factor; other

November 2023 – Who can i nominate as my super beneficiary, Who is a resident for tax purposes, Qualifying as an interdependent or financial dependant and more….. Read More »

October 2023 – Reduce income tax bill using superannuation, Changes to unfair contract terms law, Don’t overlook CGT and more…..

Our October Newsletter provides a selection of articles that address some of the most pressing financial concerns and opportunities facing individuals and businesses today. From the intricacies of superannuation contributions to the nuances of capital gains tax, this issue aims to provide you with a comprehensive understanding of topics that are often considered complex but

October 2023 – Reduce income tax bill using superannuation, Changes to unfair contract terms law, Don’t overlook CGT and more….. Read More »

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