Estate planning and wealth transition
It is a common misconception that estate planning is simply a matter of gifting your wealth to your intended beneficiaries...
22 January, 2024
Blog
The Versatility of Xero
By Horace Hung Many clients with investment properties and significant shareholdings have started to transition away from spreadsheet or paper-based systems....
11 September, 2023
Different Main Residences for Australian Spouses
Occasionally, Australian spouses may have separate primary residences from their partners. This triggers specific Capital Gains Tax (CGT) rules, allowing...
11 September, 2023
Self-Managed Super Fund (SMSF) Update and 2024 Financial Year Planning
30 JUNE 2024 MINIMUM PENSIONS Each year, the Government requires SMSF members receiving an income stream (Retirement phase pension) to withdraw...
07 August, 2023
Claiming working from home Expenses
By Sally Beveridge and Adam Kanarek During the lockdowns in 2020 and 2021 many of us had to work from home....
07 August, 2023
Masters course fees not deductible as self-education expenses
The Administrative Appeals Tribunal (‘AAT’) has held that tuition fees for a public policy Masters course were not deductible, on...
31 July, 2023