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AUTHOR | No. of articles: 1833

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BT flags top adviser queries for female clients

08 March 2023 • Hits: 776
Double indexation of the transfer balance cap, increases to the age pension and the impact of relationship breakdowns on ... READ MORE

News

‘The house always wins’: Threshold imposes unfair tax outcomes on ...

08 March 2023 • Hits: 1703
The proposed calculation for the $3 million threshold could result in high unusual outcomes where assets have reversed i ... READ MORE

News

$3m threshold may raise taxes upon death

08 March 2023 • Hits: 1287
SMSF clients currently below the $3 million threshold could be left paying higher taxes after a spouse dies, warns a spe ... READ MORE

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RBA announces 10th consecutive rate hike

07 March 2023 • Hits: 1117
The Reserve Bank has announced its cash rate decision for March. READ MORE

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Court case sheds light on section 17B

02 March 2023 • Hits: 1405
A recent decision by the Supreme Court of Victoria has provided clarity around what services trustees can charge for und ... READ MORE

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Super tax changes could drive greater interest in SMSFs

02 March 2023 • Hits: 977
An additional tax rate for balances over $3 million could actually help drive growth in SMSFs, according to a technical ... READ MORE

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‘Retrospective’ tax issues flagged with $3m threshold for super

01 March 2023 • Hits: 1503
The government should provide CGT relief for those impacted by the $3 million threshold to prevent capital gains being t ... READ MORE

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FPA and AFA members vote to merge

28 February 2023 • Hits: 826
FPA and AFA are officially progressing with their planned merger.  READ MORE

News

Lost and unclaimed super climbs to $16 billion

28 February 2023 • Hits: 850
The ATO is urging super members to check for lost or unclaimed super, with one in four currently holding multiple super ... READ MORE

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