Monthly Archives: September 2019

Will I Qualify For The Age Pension?

Knowing whether you’ll be entitled to the Age Pension is an important part of your retirement planning. Once you reach Age Pension age (66 years from 1 July 2019), you’ll also need to pass two tests: the assets test and income test. Here we outline the basic thresholds that apply under each test and what […]

Capital Gains Tax and Death: It’s Not The End of The World

There’s nothing as certain as death and taxes, but tax on death is not so clear. The good news is that when an asset passes to a beneficiary, capital gains tax (CGT) generally does not apply. But when the beneficiary decides to sell that asset, CGT may kick in. Here we explore the CGT consequences […]

What Work-related Car Expenses Can Employees Claim?

Car expense claims are one of the most popular deductions claimed by individuals at tax time each year, but the ATO says not everyone gets it right – and stresses this is not a “standard” deduction. Make sure you know the basic rules for when and how you can make a claim. These rules apply […]

Discretionary Trusts: Individual vs Corporate Trustee

Discretionary trusts provide a lot of benefits from a tax perspective but should you appoint an Individual or a Corporate Trustee? Discretionary trusts provide a valuable vehicle for managing assets in a legal structure such as a family office, SMSF, or business, allowing income to be distributed to beneficiaries in a flexible, tax-effective way. We […]


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