Wealth Management

Arpil 2020: Covid-19: Your stimulus and rescue package explained

  The overwhelming issue of the day is of course the coronavirus. The government’s stimulus package launched in response to the crisis is welcome. We spell out what this means for different taxpayers, and how the measures will work.  Also in this issue we examine the superannuation guarantee amnesty, an interesting quirk of the FBT rules regarding e-bikes, …

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March 2020: ATO dusts off the ‘lifestyle asset’ microscope

If you own certain high-end assets, it may be prudent to make sure your tax affairs are in order. The ATO has asked dozens of insurance companies for policy details over certain asset values to check up on these taxpayers’ tax obligations. We also look at the realities of accessing some of your retirement savings early, …

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February 2020: Tax issues when dealing with volunteers

The bushfire season has highlighted the very central importance that volunteers play in Australia, but along with these essential roles there can also be tax outcomes to consider. We also sketch out the essentials to know about the First Home Super Saver scheme, succession planning for family businesses, and the possible tax offsets available in …

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October 2019: CGT when spouses have different main residences

Deductible work-related expenses are always tempting to chase down, but to stay out of trouble with the ATO it’s always good to have fact sorted from fiction. We also look at the special CGT rules that apply when spouses have different residences. There’s an exemption from reporting obligations for employers for certain “personal security” fringe …

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Your Loyalty Program – While shoppers join loyalty programs every day, studies indicate they don’t always participate.

While shoppers join loyalty programs every day, studies (Colloquy Loyalty Census) indicate they don’t always participate, in fact in the USA it has been suggested only half the memberships in loyalty programs are active in the last 12 months. Which means we, as a population are addicted to signing up and taking the initial reward …

Your Loyalty Program – While shoppers join loyalty programs every day, studies indicate they don’t always participate. Read More »

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