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Will you outlive your retirement savings?

With the changes to the superannuation laws from 1 July 2017 most pre retirees are concerned that they will outlive their retirement and investment assets in retirement. Others are concerned that they only will have two choices. (i)   they either downsize their...

Vinnies 2017 CEO Sleepout

After much success last year, I’ve decided to do the CEO Sleepout once again. Homelessness in Australia is an issue that sits under the radar for most of us. I feel that as a community, it is up to us to make a positive difference to those who need a hand up when...

Countdown to super deadline

The clock is ticking for investors who want to take advantage of the more generous tax concessions available in super this financial year. As of July 1, new rules come into effect that will reduce contribution limits. Until then, individuals can make a...

Important facts about small business in Australia

The Australian Taxation Office (A.T.O.) has provided the following statistics; There are more than 2 million small businesses in Australia. The A.T.O. define a small business entity as a business with total turnover of less than $2 million. 96% of all Australian...

Do you invest in shares?

Beware, the Australian Taxation Office is concerned that taxpayers are not disclosing in their tax returns; 1. The correct dividends 2. The correct capital gains, and 3. Corporate actions, for example, corporate reconstructions that result in dividends or shares being...

Money matters for 20 somethings

Our attitude to money and investments change as we age. In this series we look at each decade of our financial life and look at the relevant financial strategies we need to address. The first decade of our financial adult life is in our 20s. Experts tend to say that...

Do you own an Investment Property?

From my experience as a Chartered Accountant and Certified Financial Planner many property investors do not claim all the tax deductions they are entitled to. To assist you to legally minimise your taxation liability this year I have prepared a comprehensive list of...

Buying or Selling Property? The 1 July Tax Changes

New rules to prevent foreign residents avoiding tax when they sell Australian property will affect everyone buying or selling property with a market value of $2 million or more from 1 July 2016.  Many transactions involving shares in a company or units in a trust will...
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