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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...

Performance of your Superannuation

A recent survey of women by Roy Morgan Australia in October 2015 disclosed the following survey findings: • Women were most satisfied with the performance of Self Managed Superannuation Funds (79.2%). • The average level of superannuation satisfaction across all...
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