Tax Planning for Individuals 2024
As end of financial year approaches, we have outlined some of the key tax considerations for your clients below.
As end of financial year approaches, we have outlined some of the key tax considerations for your clients below.
When the Federal Government introduced Simple Super in 2017, any amounts that were held in pension phase above the general transfer balance cap, had to be commuted to accumulation to comply.
The Federal Treasurer, Dr Jim Chalmers, handed down the 2024–25 Federal Budget on 14 May 2024. The following provides the key points in relation to business, individuals and superannuation.
As our superannuation clients get older and their health starts to deteriorate, members start to consider their options with their SMSF. In this article, superannuation expert Emma Partenza takes you through an example strategy.
A major update to the small business superannuation clearing house (SBSCH) was introduced on 15 March 2024 that potentially impacts businesses being able to make superannuation guarantee contributions into SMSFs.
Michelle Griffiths, our Investment Advice & Wealth Partner was recently quoted in Self Managed Super magazine. The article highlights the ATO’s role in assessing whether a SMSF investment strategy is appropriate.
In this segment, we aim to provide expert insights into the questions you may have. Whether you’re an experienced SMSF accountant or just dipping your toes into the realm of superannuation, our team at TAG is here to guide you through any challenges.
Step away from the office and join us in Melbourne CBD (livestream available) for delicious food, in-depth superannuation discussions and case studies surrounding strategies to help you maximise your client’s super.
The government has announced that contribution caps will increase with effect from 1 July 2024. Read more in this article.