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The final countdown: super reforms start on July 1

Over the past weeks we’ve been doing our best to present the impacts of the upcoming super reforms in a way that’s clear and gives you a sense of what you need to expect on 1 July. And as we enter the final month of the financial year, we hope you have prepared yourself and…

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Smart EOFY Strategies 2016/17: Businesses

With the end of the financial year approaching, it’s a great time to make smart decisions about your business finances. Taking action before 30 June can open up more opportunities for you. Write-off bad debts  To be a bad debt, you need to have brought the income to account as assessable income, and given up…

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Smart EOFY Strategies 2016/17: Individuals

Published 1 June 2017 We know that there isn’t a one-size-fits-all solution to wealth management. So we’ve outlined 12 tax-effective strategies that you may benefit from. We can help you find what strategies are right for you, so you can benefit now and also save your retirement. For Individuals Smart Superannuation Strategies Six super strategies…

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Defined benefit pension holders, this one’s for you

Defined Benefit pensions provide a guaranteed pension income stream for those lucky enough to have them. According to the Sydney Morning Defined Benefit pensions provide a guaranteed pension income stream for those lucky enough to have them. According to the Sydney Morning Herald, it’s close to a million Australians1. Offered by a small cohort of…

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Federal Budget 2017: Other proposals

Please note that each of these proposals will only become law if it is passed by Parliament. A new Jobseeker Payment will replace 7 existing working age payments from 20 March 2020. Job seekers and parents who receive working age income support will have increased activity test requirements from 20 September 2018. The maximum length…

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