Year-end strategies 2013

Are you ready? The financial year-end is less than five weeks away (at the time of writing). Year-end strategies 2013 focuses on ensuring that your financial housekeeping is in order so as to optimise your tax and wealth protection in a timely way.  The checklist below includes a few matters that may require your attention – and soon! 'Year-end strategies 2013' is provided for general information only. Before acting on [...]

By |2020-06-29T14:20:07+10:00May 28, 2013|Tax|0 Comments

Free superannuation money

The superannuation co-contribution that the government makes to the superannuation accounts of eligible contributors attracts a lot of attention and publicity towards the end of each financial year - and its free superannuation money. We wrote about it in an article previously but, as the end of the eligible contribution period for getting money in to your superannuation trustee, we are running a reference to that article again. Government co-contribution is free money [...]

Budget Highlights 2012

Budget Highlights 2012 sees a return to Budget surplus. It reflects the government's attempt to ensure that families and small business share in the benefits of the resource boom. It would be fair to say that everyone will be impacted in some way by the measures contained in the Budget itself, or by other recent announcements from the Government that will apply from 1 July 2012. We have listed below some [...]

By |2018-01-02T20:33:12+10:00May 9, 2012|Market Updates|0 Comments

Co-Contribution Eligibility 2012

Superannuation co-contribution eligibility 2012 The following Table and associated information is provided for use in relation to the period specified to determine co-contribution eligibility 2012. We recommend searching the ATO website for up-to-date information on government-sponsored superannuation support for low income taxpayers. Co-Contribution Eligibility: 2012 Permanent resident Under 71 years of age Made a personal non-concessional contribution to super Earn at least 10% of your total income (assessable income plus fringe [...]

Budget Highlights 2011

Budget Highlights 2011 is almost a misnomer: the content of the Budget this year was 'highly anticipated'. The Commonwealth Treasurer of the day, The Hon Wayne Swan delivered a Federal Budget for 2011-12, that contained no major surprises. The Government confirmed a range of previously announced tax, super and social security policy changes and introduced some new measures that could impact some investors. Below we have listed some of the key announcements [...]

By |2018-01-02T20:40:59+10:00May 11, 2011|Market Updates|0 Comments
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