Accountant

Accessing Your Super For Estate Planning Purposes

You normally can’t use your super until you reach your preservation age but there may be a way to have your super released early if you meet an eligibility requirement. In relation to estate planning the relevant tests would include;

Changes to Courier and Cleaning Services Reporting

If you are a business that provides cleaning or courier services, you will now need to lodge a Taxable Payments Annual Report (TPAR) to inform the ATO about your payments to contractors.

ATO Swoops In Like Superman On Non-Lodgements

The ATO are about to help us Tax Practitioners out big time.

Trained Professionals: Get Pelted With Easy Money

Should Share Investors Be Worried About A Bear Market?

It’s understandable that the recent sharp sell-off on financial markets has left investors feeling particularly nervous. The main concern has been the US Federal Reserve’s shift in monetary policy from low rates and printing money to rising rates and the withdrawal of that printing policy.

Cooling Your Jets On Impending Law Changes

Does your accountant get their undies tied in a knot over "potential" tax law changes? With us, you only need to worry about what IS law, not what MIGHT be law. 

Remarriage Means Revisiting Your Estate Plan

With one in three first marriages and one in two second marriages ending in divorce, perhaps the biggest risk to your estate is not a GFC, it is poor estate planning. This is exacerbated by the increase in the number of blended families with ex-spouses, step-children, half siblings, etc. that create a whole new financial picture.

Stop Your Kids From Blowing Their Inheritance

It is often forgotten that a financial education is vital for children to be certain that they will cope and succeed in their future years.