Get Ready Early - Fringe Benefits Tax (FBT) 2019

The focus of the 2017-18 Federal Budget is on housing affordability and infrastructure. There were populist undertones that included increasing taxes for foreign investors in Australian property. You can download a summary of the significant areas you ...

Effective estate planning is about much more than having a will. It essentially structures your estate so you can distribute your assets as you wish, and it also protects your family’s interests while minimising taxes.  That may sound like a tall order, ...

What will happen to your superannuation when you die? If you have any assets at all, you should have an estate plan. Your plan will help your heirs to know how you want your assets distributed after your death. Some estate plans are quite complicated and ...

Planning for an early retirement, or for retirement at any age, requires careful attention to long-term goals and the baby steps that help you to get there. As we make plans for the future, we usually talk in terms of “today’s dollars.” This can be ...

Before we dive into estate and non-estate assets, it’s helpful to review why estate planning is important in the first place. Estate planning entails much more than just creating a will, although a will is certainly an important part of estate planning. ...

If you work for a business, chances are that you’re eligible for the corporate super fund. With so many options available for investing for your retirement, it can be confusing to know whether or not you should go ahead and use the corporate super fund ...

A strategic estate plan is an essential element in retirement planning. Are you comfortable with your estate plan? The following 10 considerations will help you to hone in on any weaknesses in your estate planning progress.   1.   Is My Will Up-to-date? ...

It’s never too early to start estate planning, but unfortunately, it can be too late. No matter how stable life seems today, circumstances can change in the blink of an eye. If your estate is in order, you’ll be able to care for your loved ones even in ...

Retirement planning would be simple if everyone needed to save the same amount. But we’re all unique in our financial situations, lifestyle expectations, responsibilities, and health. That’s why it’s so important to figure out how much you need to save ...