(02) 9387 4300 , Level 21, Westfield Tower 2, 101 Grafton Street, Bondi Junction NSW 2022 AUSTRALIA

  • Federal Budget 2018 – Tax Measures

    Personal Income Tax Changes Personal income tax plan The Government will introduce a seven-year, three-step, personal income tax plan, as follows: Step 1: Targeted tax relief to low and middle income earners. The Government will introduce the Low and Middle Income Tax Offset, a non-refundable tax offset of up to $530 per annum to Australian […]

  • Giving loans to your children

    Giving loans to your children

    Increasing costs of living are seeing more and more adult children turn to their parents for financial help. Lending money to family is risky; something goes awry, and you end up out of pocket thousands of dollars. If you are financially capable of providing a loan and you choose to help your child, follow the steps […]

  • SMSFs: Preparing for the super changes

    SMSFs: Preparing for the super changes

    With changes to superannuation coming into play from 1 July 2017, it would be wise for SMSF members to review their fund and take advantage of the opportunities currently available to them. Here are three tips for SMSFs during the lead up to 1 July 2017: Make the most of your super contributions SMSF members […]

  • Corporate vs individual trustee?

    Corporate vs individual trustee?

    Setting up a self-managed super fund (SMSF) requires members to choose between using an individual or a corporate trustee. Each trustee structure has varying requirements and implications for the members of the fund, so it is important to understand the differences. Members can choose up to four individual trustees or a corporate trustee, where a […]

  • Things to consider when buying off-the-plan

    Things to consider when buying off-the-plan

    Buying off-the-plan housing is becoming an increasingly common decision for first home buyers. There are a number of incentives for purchasing off-the-plan but there are also some serious considerations to be made before entering into a contract. Do your research Researching the property itself, the area and the builder/developer are extremely important. Area: make sure […]

  • Weighing up unit trusts

    Weighing up unit trusts

    Unit trusts are a way of holding assets and are most commonly used as a form of investment strategy. A unit trust is a particular type of trust that allows individuals to pool together their resources to improve their investment leverage. Each unit trust will have a trustee that decides how the money and where […]

  • Federal Budget 2017: Superannuation

    Federal Budget 2017: Superannuation

    Unlike last year’s Federal Budget, superannuation was largely untouched in this year’s Budget. However, some slight changes were made to bolster the integrity of the super system. Limited recourse borrowing arrangements (LRBA) will be included in a member’s total superannuation balance and transfer balance cap, effective from 1 July 2017. From 1 July 2018, those […]

  • Taxation of defined	benefit income streams

    Taxation of defined benefit income streams

    The ‘defined benefit income cap’ limits the tax-free income one can receive from a capped defined benefit  income stream and will be introduced as of 1 July 2017. The defined benefit income cap will be one- sixteenth of the $1.6 million general transfer balance cap ($100,000) for 2017-18. The following are instances of capped defined benefit income […]

  • Planning your estate

    Planning your estate

    Estate planning is an important aspect of managing your financial health. Having your affairs in order will help protect your assets and give you peace of mind. Here are four things to consider when planning your estate: Have a valid, up-to-date Will Preparing a valid Will is first and foremost. A Will helps ensure your […]

Newsletter Signup


Level 21, Westfield Tower 2, 101 Grafton Street,
Bondi Junction NSW 2022

02 9387 4300