Contents

This edition features pieces on: 

• Christmas and tax – what’s deductible and what’s not

• Deductions for self-education courses – understanding the rules

• 12 super tips for a merry and bright retirement – simple steps to boost your super

• Small farms and tax deductions – what you need to know

• How your super stacks up – comparing balances by age

Contents

This edition features pieces on: 

• How taxable is that side hustle?

• The black hole of CGT and trusts

• What we know so far about payday super

• What tax receipts do I need to keep?

• Super on parental leave pay is now law

Contents

This edition features pieces on:

• Making contributions later in life

• What is the right business structure?

• Selling a property with mixed rental and residential use

• Comparing SMSFs with other super funds

• The dangers of failing to declare income or lodge returns

Contents

This edition features pieces on:

• Who is a spouse under the tax laws, and why does it matter?

• Riding the market waves

• Take care if you sell your home after leaving Australia

• Separation and divorce: CGT consequences…and relief

• Setting up an SMSF: Who can join the fund?

• “Debt recycling”…flavour of the month

Contents

This edition features pieces on:

• The importance of “tax residency”

• Changes to preservation age

• CGT and foreign residents: complex rules apply!

• Selling a small business operated through a company – sell the shares or sell the assets?

• Spouse contributions splitting

• Breaking up (by text) is hard to do

• Small business energy incentive

Contents

This edition features pieces on:

• Division 293 tax – will you be caught?

• The fine line between property development and “merely realising an asset”

• The CGT main residence exemption concessions are very useful 

• The secret life of TFNs

• Can I add to my super pension?

Contents

This edition features pieces on:

• Making your super last in retirement

• Take care with contribution timing this financial year

• Rental properties: Traps and pitfalls

• Succession planning for family businesses

• How myGov can help you track your super

The Federal Budget, handed down on Tuesday 14 May, contained a number of tax, superannuation, tax administration and social security/cost of living proposals that may impact your clients (and their businesses) in relation to the following matters…

Contents

This edition features pieces on:

• Selling your home? Beware of a partial capital gains tax liability

• Take care with contribution timing this financial year

• Rental Properties: Traps and pitfalls

• Succession planning for family businesses

• How myGov can help you track your super

In this webinar, Michael Lanteri, Managing Director, Lawyer, CPA, and Chartered Tax Adviser shares valuable insights and strategies to leverage your earning power to build robust wealth in retirement.

Contents

• This edition features pieces on:

• Stage 3 tax cuts – an opportunity for permanent tax savings

• Capital gains tax concessions for small business owners

• Briefing a barrister

• Making extra super contributions

Contents
This edition features pieces on:

Compensation - is it taxable?

Tax issues when dealing with volunteers

Collectibles and inherited jewellery

Using super to pay the mortgage

Returning to work after retirement

This edition features pieces on:

• Give yourself a super gift this Christmas

• Lost or destroyed tax records? Don't panic!

• Taken goods for private use?

• Two main residences is possible

• Don't ignore those tax debts - the ATO won't!

• The taxation of super death benefits

This edition features pieces on:

Who can I nominate as my super beneficiary?

Who is a resident for tax purposes?

Introducing the energy incentive

Qualifying as an interdependent or financial dependant

How to nominate a superannuation beneficiary

This edition features pieces on:

Personal Deductible Superannuation Contributions:

Overview: This article delves into the complexities surrounding the age-based rules and the work test for making deductible contributions to your superannuation fund.

Key Points: It covers the age brackets that are eligible for making contributions, the "work test" that individuals aged 67 to 74 must pass, and the annual caps on contributions.

Relevance: Understanding these rules is crucial for maximising your retirement savings while also taking advantage of tax benefits.