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Don’t be another victim – be on the lookout for scammers who call you about your superannuation!  ASIC on the lookout  The number of cold callers is on the rise. The Australian Securities and Investments [...]

It is possible to receive amounts that are not expected by the ATO to be included as income in your tax return. However some of these amounts may be used in other calculations and may [...]

The personal services income (PSI) rules apply to income that is earned mainly from the personal efforts or skills of a person.  It does not matter whether the income is earned by the individual in [...]

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. Shifting investment strategy objectives  As you [...]

Keeping track of your superannuation balance is key as it impacts how much you can contribute to superannuation and whether you are entitled to other superannuation concessions and measures. Your total superannuation balance (TSB) is [...]

For most family businesses as well as private groups, succession planning (sometimes known as transition planning) involves considerations around the eventual sale of your business, or the passing of control of it to other family [...]

Following the ATO’s claims that nine out of ten residential rental property investors who have been audited have been getting their returns wrong, it might be worth touching on some of the tax traps and [...]

Are you are planning to maximise your superannuation contribution caps this financial year? If so, it’s crucial to get the timing right so your contribution is received by your superannuation fund in the current financial [...]

With the temptation for homeowners to cash in on spiralling house prices around  Australia, it is important to turn your mind  to whether you may only have a partial  capital gains tax (CGT) main residence  [...]

Many of us wonder about the best vehicle to use for our extra savings. Is it better to direct extra savings to your mortgage or superannuation? As with most financial decisions, there is no one-size-fits-all [...]