The Rich Life Vol 72
August 1, 2023
Welcome to our August newsletter and, with winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods…
Trusts and the new super tax rules
August 1, 2023
Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to…
Will these super changes affect you?
July 4, 2023
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. Australians…
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…
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…
Federal Budget 2023-24: Focus on tax
May 10, 2023
Tax measures were less central to this year’s Federal Budget than they have been in recent years. While there were some new tax measures, the Budget this year was more…
The Rich Life Vol 63
October 27, 2022
Welcome to our November newsletter. While the race that stops a nation is always a highlight of early November, on the economic front the Labor government’s first Budget, handed down…
Federal Budget 2022-23: From a tax perspective
October 27, 2022
Quiet on the tax front, for now For once, tax measures took a back seat in a Federal Budget, with the second version for this year being billed as a…
Get your SMSF ready for 30 June
June 1, 2022
With the end of the financial year (EOFY) just around the corner, it’s important to ensure your SMSF meets its compliance obligations. The rules around SMSFs are strict and if…
Salary sacrifice to cut tax and boost your super
May 27, 2022
This time of year, people’s thoughts start turning to their tax return, but it can also be a good time to set things up so you don’t pay more tax…
The Rich Life Vol 56
March 31, 2022
Welcome to an early Federal Budget edition of our April newsletter. As the Morrison Government clears the decks ahead of a May election, Australians will be weighing up the impact…
Federal Budget 2022-23: Spotlight on tax
March 31, 2022
Tax offsets and temporary cuts were at the heart of this year’s Federal Budget as the government attempts to woo voters in the run-up to the election. Treasurer Josh Frydenberg…
Federal Budget 2022-23 Analysis
March 30, 2022
Budget 2022: a balancing act Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer Josh Frydenberg’s fourth Budget also has one eye…
Frankly speaking – Tax benefits of shares
March 29, 2022
Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable tax treatment of franked dividends. After falling…
Salary packaging – worth the sacrifice
May 4, 2021
The principle of ‘salary sacrificing’ may not sound very appealing. After all, who in their right mind would voluntarily give up their hard-earned cash. But it can have real financial…
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