September 2025 Newsletter

By |2025-10-05T23:58:38+11:0002/09/2025|Categories: Blog, CGT, Estate Planning, Super, Taxation|Tags: , , , , , , , , |

  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 [...] READ MORE

August 2025 Newsletter

By |2025-10-06T00:04:20+11:0007/08/2025|Categories: Blog, CGT, News for you, small business, SMSF, Super, Taxation|Tags: , , , , , , , , |

    What’s inside our August Newsletter?     Unlocking savings: Your guide to Government concession cards Some CGT consequences of divorce and relationship breakdown The great wealth transfer: Are you ready? Self managed super funds: A suitable path to retirement control? What to expect from tax reform Tax deductibility of clothing     Click here to download our August Newsletter     Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.

Rental expenses claim. Keeping the ATO happy

By |2024-02-27T15:37:58+11:0004/02/2022|Categories: Blog, Taxation, Uncategorized|Tags: , , , |

Are you claiming rental expenses that might relate to the private use of your rental property? The ATO has indicated that they intend to review taxpayers who have rental properties. Who’s on the title is important! When declaring the property. The ATO will be looking for the persons whose name is on the title to declare the net rental income or loss. This also goes for the eventual gain when sold. Many think that if they share in the loan liability that this is sufficient. The truth is it is entirely based on ownership and title details. Beware of the [...] READ MORE

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