NEWS & INSIGHTS
Trust distributions update from ATO
The ATO has released its final position on how it will apply some integrity rules dealing with trust distributions - changing the goal posts for trusts distributing to adult children, corporate beneficiaries, and entities with losses. As a result, many family groups...
Downsizer contributions
From 1 January 2023, those 55 and over can make a ‘downsizer’ contribution to superannuation. Downsizer contributions are an excellent way to get money into superannuation quickly. And now that the age limit has been reduced to 55 from 60, more people have an...
2023 Strategy – Full Throttle
In a volatile market, keeping to a 2023 strategy, or let’s face it creating one, can be tough. The downside of not taking time out for your strategy is that there is a tendency to keep a short-term focus at an operational level to try and pick quick wins to generate...
How good is ChatGPT at tax?
Not being paranoid or anything but we were curious about the skills of the latest innovation to take the world by storm, ChatGPT, and its ability to work with the Australian tax system. Let’s start by saying that we were impressed. Not so much by ChatGPT’s ability to...
Your 2023 financial to-do list
With the rising cost of living top of mind for many Australians, the new year is an ideal time to get started on improving your financial health. Research by CBA shows nine in ten Australians have a financial goal for the new year and reducing living expenses tops the...
Holiday Office Hours
We would like to take this opportunity to thank you for your support throughout the year and look forward to working with you again in 2023. We wish you and your family a safe and festive season and all the very best for the New Year. Kindly note our office will be...
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