• September 2, 2024

    Don’t let share market volatility get you off course with your superannuation investment strategy. Market volatility Market downturns can make anyone nervous, but sticking to your investment strategy is key. If you move your investments [...]

  • September 2, 2024

    If you have lived in Australia for many years and bought yourself a home here but decide to leave and go and live elsewhere, and you wish to sell your home, you should do so [...]

  • September 2, 2024

    With apparently at least one in three marriages ending in divorce – and with countless more defacto relationships breaking down – the capital gains tax (CGT) rollover provisions for “marriage and relationship breakdowns” has assumed [...]

  • September 2, 2024

    The rules The answer is practically anyone can set up a SMSF together. You can have up to six people in an SMSF, and they’re often family members. The most common setup is you and [...]

  • September 2, 2024

    It seems that “debt recycling” is the flavour of the month among financial advisors (and some financial institutions too). And if you do a Google search for the term you find that it is being [...]

  • August 1, 2024

    A recent decision by the Full Federal Court around a man’s tragic death by suicide clarified the standing of a de facto spouse in the context of a nonlapsing death benefit nomination on a life [...]

  • August 1, 2024

    Splitting superannuation contributions to your spouse can be a great way to boost your combined superannuation balances which can benefit you both in retirement. What is contribution splitting? Spouse contribution splitting allows a couple to [...]

  • August 1, 2024

    If you run a small business through a company and you decide to sell it, you have the choice of either selling the business assets themselves (together with any goodwill) or selling your shares in [...]

  • August 1, 2024

    A person who is not a resident of Australia for tax purposes is nevertheless liable for capital gains tax (CGT) on certain assets located in Australia. And these assets are assets which have a “fundamental” [...]

  • August 1, 2024

    Since 1 July 2024, the age at which individuals can access their superannuation increased to age 60. So what does this mean for those planning on accessing their superannuation upon reaching this age? What is [...]

This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.