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The Rich Life Vol 70

June 1, 2023
Welcome to our June newsletter, as the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances. Concerns that the Reserve Bank may lift interest rates this month, along with the drama over the US debt ceiling and the worry…

Tax Alert June 2023

June 1, 2023
Budget incentives and crackdowns on unpaid tax debts and rental deductions Although this year’s Federal Budget was short on big changes when it came to tax, there still have still been some important developments in this area. Here are some of the latest developments in the world of tax. Small business tax incentives and write-offs…

Get your SMSF shipshape for EOFY

June 1, 2023
If you have an SMSF, it’s essential to get your fund is in good shape and ready for June 30 and the annual audit. It’s particularly important this year, because the ATO is focused on fixing a number of issues when it comes to SMSFs. These include high rates of non-lodgment and problematic related party loans…

Setting yourself up for success in the new financial year

June 1, 2023
The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you can take to set yourself up for the year ahead. Here are some strategies for starting…
How to get super ready for EOFY

How to get super ready for EOFY

April 4, 2023
Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s worthwhile turning our focus to superannuation balances as we approach the end of the financial year. There are lots of different ways to top up your super, but if you…
The Rich Life Vol 58 - June 2022

The Rich Life Vol 58

June 1, 2022
June has arrived and so has winter, as the financial year draws to a close. Now that the federal election is out of the way, it’s time to focus on planning for the future with more certainty. Cost of living pressures, inflation and interest rates were major concerns in the lead-up to the May federal…

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