Gold Coast Financial Planners

    Smart Super Strategies & EOFY Cut-Off Dates for SuperSMA

    June 3, 2024
    The lead-up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to…

    How to end the financial year on a high note

    June 3, 2024
    As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care…

    Tax update June 2024

    June 3, 2024
    Tax cuts ease the message of greater ATO oversight Every taxpayer can look forward to a tax cut from 1 July thanks to the centrepiece of the Federal Budget delivered…

    the PODCAST – Super & Tax Changes + EOFY Tips | Episode 13

    April 16, 2024
    Centaur Financial Services is delighted to share with you our most recent PODCAST – touching on all of the most recent and upcoming changes including EOFY tips and tricks to…

    New Increased Super Contribution Caps

    April 2, 2024
    As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an increase in the caps on…

    An SMSF loan costs more than you think

    April 2, 2024
    Loaning money from an SMSF to fund members or relatives is against the super laws and can land trustees with big fines, so it’s important to know the rules and…

    The Rich Life Vol 79

    March 1, 2024
    After a summer of quite extreme weather in many places around Australia, we can hopefully look forward to the cooler, calmer weather that Autumn brings. While economic bright spots can…

    Understanding the new $3m super tax

    March 1, 2024
    The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not…

    Tax Alert March 2024

    March 1, 2024
    New controls for ATO Online and tax charges non-deductible Following the use of stolen personal data to access ATO Online accounts, the federal government has tightened the access rules to…

    The Rich Life Vol 78

    February 9, 2024
    As February kicks off and with the summer holidays behind us, many of us are settling back into our regular routines and it’s time to turn our focus to the…

    Tax changes – what it will mean to me

    February 9, 2024
    Prime Minister Anthony Albanese has announced proposed changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared…
    Gold Coast Financial Planners

    Tax and the super after-life

    November 1, 2023
    Many people assume there is no tax payable on super benefits received after someone passes away, but that’s not always the case. Whether or not tax is paid on a…
    Gold Coast Financial Planners

    The Rich Life Vol 75

    November 1, 2023
    It’s November, and all eyes will be looking towards the “race that stops a nation” and the Reserve Bank who meet on the same day. As the days get longer…

    The Rich Life Vol 74

    October 2, 2023
    The warmer weather and spring rains are a welcome break from the colder months. And, while outside activities become more tempting, don’t forget to find a moment or two to…

    How a super recontribution strategy could improve your tax position

    October 2, 2023
    Withdrawing part of your superannuation fund balance then paying it back into the account, known as a recontribution strategy, may sound a little strange but it could deliver a number…

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