In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.
1 September 2022
Last year, we shared some information about the requirement for all new and existing directors of a company, registered Australian body, registered foreign company, or Aboriginal and Torres Strait Islander corporation to apply for and obtain a director identification number. We would like to remind existing directors that they must apply for a director ID by 30 November 2022.
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11 August 2022
By Richard Marsden
With the significant changes in economic and financial market conditions so far in 2022, having a sound plan is more important than ever so you can stay in control of and on track towards your ideal retirement. This Six-Point Plan is designed to reduce risk, take advantage of opportunities, and retire successfully in uncertain times.
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11 August 2022
Recently, Richard Marsden and Jessica Harris joined Adam Thorn on the Australian Aviation Podcast to make sense of the current high inflation, post-COVID world and how to navigate it in order to make it through without experiencing financial strain or loss.
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28 June 2022
With 30 June only a few days away, we want to remind you to finalise any outstanding end-of-financial year transactions and draw your attention to some important superannuation and taxation considerations, including minimum pensions, superannuation contributions, income protections premiums, and working from home deductions.
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30 March 2022
On 29 March 2022, Federal Treasurer, Mr Josh Frydenberg, handed down the 2022/ 23 Federal Budget. Responding to the increased cost of living, the Budget provides several measures to support businesses and individuals by temporarily reducing fuel prices, tax relief for low-to-middle income earners, incentives, and superannuation changes.
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30 March 2022
On 29 March 2022, Federal Treasurer, Mr Josh Frydenberg, handed down the 2022/ 23 Federal Budget. Responding to the increased cost of living, the Budget provides several measures to support businesses and individuals by temporarily reducing fuel prices, tax relief for low-to-middle income earners, incentives, and superannuation changes.
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16 December 2021
A summary of recent tax developments and information that we hope you find interesting and useful. This update contains a wide range of information, with a particular focus on Director identification number requirements, Phase 2 of Single Touch Payroll, JobKeeper statistics, new stapled superannuation fund rules, and key upcoming tax dates.
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25 October 2021
Earlier this year, the government released a data standard for Director Identification Numbers, which follows on from the Treasury Laws Amendment (Registries Modernisation and Other Measures) Act 2020. The Treasury has now revealed the deadlines by which new and existing directors will need to apply for a director ID to avoid civil and criminal penalties.
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20 October 2021
A summary of recent tax developments and information that we hope you find interesting and useful. This update contains a wide range of information, with a particular focus on COVID-19 financial support measures available to businesses, tax on COVID-19 financial support payments, 2020-21 tax changes for businesses, superannuation for individuals, and key upcoming tax dates.
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2 July 2021
On 17 June 2021, two long-awaited bills passed through the House of Representatives and the Senate. This includes the Treasury Laws Amendment (Self-Managed Superannuation Funds) Bill 2020 and the Treasury Laws Amendment (More Flexible Superannuation) Bill 2020.
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21 June 2021
Andrew Albury and Brad Hoffman discuss key considerations ahead of the end of the 2020/21 financial year including the bring forward of concessional contributions and the first indexation of the new limits put in place in 2017. If you’d like to discuss EOFY strategies specific to your own circumstances, please get in touch with your adviser.
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24 May 2021
Andrew Albury and Brad Hoffman discuss the key superannuation announcements made by the Federal Government on 11 May including repealing the work test, extending access to downsizer contributions, legacy product conversions, relaxing residency requirements for SMSFs, and the removal of the $450 minimum monthly wage exemption for Superannuation Guarantee.
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12 May 2021
On 11 May 2021, the Government handed down the 2021/22 Federal Budget. Whilst this marked a return to the traditional timing of the budgetary processes, the content of the 2021/22 Budget continues to remind us that our economy and way of life has still not returned to full normality post the events of COVID-19. Here is an overview on the announcement.
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12 May 2021
Federal Treasurer, Mr Josh Frydenberg, handed down the 2021/ 22 Federal Budget at 7:30 pm (AEST) on Tuesday, 11 May 2021. With the virus still a threat to the global and domestic economy, the Budget contains various measures to support businesses and individuals with job creation, incentives, tax relief and superannuation changes. The superannuation highlights are set out in this post.
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16 December 2020
By Michelle Dall'Alba
The two most stressful circumstances a person can experience are divorce and the death of a spouse, according to the Life Change Index Scale (The Stress Test). We don’t want to contemplate either; however, if we face the prospect of both, we can develop a plan to ensure our financial position is protected. These two experiences have their own unique challenges, however there are common financial considerations.
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