September 2025 Newsletter

 

Here’s what’s inside our September newsletter:

 

  • Economic roundtable wash up – We break down last month’s economic and productivity roundtable outcomes, with the government firmly in control of what tax policy measures might or might not be introduced down the track.
  • Exceeding your super contribution caps – Super is a great tool for retirement savings, but annual contribution limits apply. We explain what to do if you go over the cap and how to navigate the rules effectively.
  • CGT and off the plan purchases – Buying property off the plan? There are important CGT implications you need to know. We outline the key issues to keep in mind.
  • What happens if you don’t have a valid will? – Dying without a will can create uncertainty and stress for your loved ones. We explain intestacy laws and why having a valid will matters.
  • Deductibility of self-education expenses – Thinking of investing in your skills? We explore which courses may be eligible for tax deductions and the rules around claiming them.

 

 

Click here to download our September Newsletter

 

Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.