Category
8 articles
Resources for Clients
Doctors are among Australia's highest income earners. The right tax planning strategies can make a significant difference to your wealth — both now and long term. Here is what you need to know before 30 June.
Resources for Clients
Whether you are a sole practitioner, partner, barrister, or consultant, proactive tax planning before 30 June can significantly reduce what you pay and accelerate long-term wealth creation.
Resources for Clients
As individuals and businesses navigate through the various tax laws and complex investment decisions, the question of whether financial advice is tax-deductible emerges as a crucial consideration. With this, it’s safe to say that the expertise offered by accountants stands as a superior option, not only for their proficiency in tax matters but also for […]
Resources for Clients
As the end of the financial year approaches, it’s crucial to consider opportunities that can enhance your financial well-being. One such opportunity in Australia is making contributions to your own superannuation fund before 30 June. Contributing to your super fund can offer several advantages, including potential tax benefits and securing a stronger retirement nest egg. […]
Resources for Clients
Inflation, rising cost of living, interest rates; the news is full of headlineshighlighting the current economic climate and predicting what might be to come.With prices of food, fuel, energy, and most essentials increasing, manyhouseholds are watching spending much more closely, while looking for ways tocut costs. Even more so, minimising costs will be essential if […]
Resources for Clients
Resources for Clients
To claim a deduction for a work-related expense: you must have spent the money yourself and weren’t reimbursed the expenses must directly relate to earning your income you must have a record to prove it (usually a receipt). If the expense was for both work and private purposes, you only claim a deduction for the work-related part. […]
Resources for Clients
A family trust for tax purposes is one whose trustee has made a valid family trust election (FTE). It is not sufficient to simply include the words ‘family trust’ in your trust’s name. A trustee only makes a valid FTE where they have satisfied the relevant tests, and made an election in writing in the approved form. […]
Free 30-minute consultation
We provide free 30-minute consultations for all new clients to show you how to maximise and protect your wealth, where you can save money and how.
