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Financial Year Checklist 2019

Financial Year Checklist 2019

The countdown to the End of Financial Year (EOFY) provides the opportunity to review your financial position so that important matters are considered before the end of June. With the 30th of June falling on a Sunday this year, it is mindful that transactions are executed in advance of this date to allow for sufficient processing time. The following outlines some of the things that may require action.

MAY EDITION 2019

MAY EDITION 2019

In this month's edition, the 'Frankly Speaking' section touches on the recent election's impact on Proposed Tax and Superannuation Reform, and how this could potentially impact you in the future. The month of May is reviewed in Morningstar's Australian Economic Update, and if you're over the age of 65, you'll want to have a look at our tech team's topic Downsizer Provision.

Budget Edition 2019

Budget Edition 2019

The centrepiece of the 2019-20 Federal Budget was $158 billion in tax relief over a decade. In all, 10 million individuals and 3 million small businesses are set to be beneficiaries of lower taxes.  In his maiden budget address and with the weight of a looming election, Treasurer Josh Frydenberg emphasised that challenges faced by Australian families will be met with “a stronger and more competitive economy, with lower taxes and more jobs”.

November Edition 2018

November Edition 2018

In this month’s edition, our tech team distinguish the super splitting laws between married couples and de facto couples in Western Australia. The month of November is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months “Frankly Speaking” section.

October Edition 2018

October Edition 2018

In this month’s edition, our tech team enforce the importance of estate planning and having Wills in place to ensure individuals and their families are prepared for the unexpected. The month of October is reviewed in Morningstar’s Australian Economic Update and two topics of interest are discussed in this months “Frankly Speaking” section.

September Edition 2018

September Edition 2018

In this month’s edition, our tech team reveal the number of factors to be considered to ensure that a self-managed superannuation fund meets the residency conditions. The month of September is reviewed in Morningstar’s Australian Economic Update and two topics of interest are discussed in this months “Frankly Speaking” section.

August Edition 2018

August Edition 2018

In this month’s addition, we gain insight into an organisation supported by the Euroz Charitable Foundation, called “The Fathering Project”. Bill Shorten’s threat to abolish the refund of excess franking credits for Self-Managed Super Fund members is reviewed, and our Tech team give a rundown on the eligibility to make non-concessional contributions (NCCs). The month of August is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months “Frankly Speaking” section.