The Victorian Government announced changes to probate fees that came into effect on 18 November 2024.
Victoria’s New Probate Fees Now in Effect
New Draft Regulations Unveiled to Facilitate Exits from Legacy Pension Products
The May 21-22 Federal Budget proposed an exit strategy for retirees with outdated pension products like lifetime complying, market-linked, and life expectancy pensions. However, since then, progress has stalled, leaving retirees unable to manage these inflexible plans.
Investment Structures: Supporting Your Clients’ Long-Term Wealth
Building long-term wealth requires the right structures, not just smart investments. With solid financial frameworks, clients can maximise growth and protect their assets. As financial planners, we can work together to optimise these strategies for lasting success.
$3M Super Tax Clears Lower House Despite Push for Amendment, Senate Showdown Awaits
The $3m super cap tax passed the lower house late last week, after an overwhelming rejection of proposed amendment to the Division 296 tax.
Small Business Capital Gains Tax: Your most pressing questions answered
Are you looking to expand your knowledge of SBCGT? In this article, we address all your burning questions about SBCGT and have compiled clear and concise answers to help you understand everything you need to know.
The best questions (and answers) from the TAG Superannuation Strategies Seminar – Part 2
In PART 2, we cover some more SMSF questions (and answers from our super experts) that were asked during the TAG Super Strategies Seminar 2024.
The best questions (and answers) from the TAG Superannuation Strategies Seminar – Part 1
Got superannuation questions? Check out PART 1 of some great SMSF questions (and answers from our super experts) that were asked during the TAG Super Strategies Seminar 2024.
Non-Arm’s Length Expense (NALE) Changes Now Law
Just days before the end of 2024 financial year, the Federal Government finally passed the Treasury Laws Amendment (Support for Small Business and Charities and Other Measures) Bill 2023, which contains changes to the non-arm’s length expense provisions (Schedule 7).
Confirmed LRBA related party rates to increase from 1 July
The Reserve Bank of Australia Indicator Lending Rates were released earlier this week for May 2024.
Labor’s $3 Million Superannuation Cap Not Far Off
Division 296 tax is almost 12 months away and while it is still sitting with Parliament, we need to be preparing clients now.
EOFY Action Checklist – Superannuation Trustees
With another end of financial year almost in sight, it is prudent for trustees to start planning and attending to matters requiring attention prior to 30 June.
Tax Planning for Businesses 2024
As end of financial year approaches, we have outlined some of the key tax considerations for your clients below.