Month: March 2017

General Insights

Calls for calm over pending CGT amendments

SMSFs awaiting legislative amendments in relation to the CGT won’t necessarily be ruled out of the relief should the amendments fail to pass Parliament before 30 June as the legislation will likely be backdated, according to the SMSF Association.

General Insights

Almost the world’s best for retirees

What are the best countries for a comfortable retirement? What countries have the best retirement-income systems? It seems the answers to these questions are rather positive for Australian retirees.

General Insights

ATO reports on top contravention areas for SMSFs

Important information:  The ATO has released data that shows where the highest proportion of contraventions occurred in the year leading to 30 June 2016, and how many were rectified.

General Insights

What recent retirees can teach pre-retirees

 

Frank Sinatra's My Way probably hasn't been among the karaoke top 100 for years. Yet its signature lyrics, “regrets, I've had a few”, will certainly resonate with all of us – including recent retirees.

General Insights

Deloitte points to ‘red flag’ SMSF patterns

 

Deloitte has outlined behaviours that typically do not pass the “sniff test” and can alert the ATO to potential non-compliance or suspect SMSF transactions.

General Insights

Save early, save often

 

One of the underlying attributes of Australia's superannuation system is that it starts young adults saving for retirement as soon as they join the workforce.

General Insights

Government pushes forward with multinational tax measures

 

The Australian government has introduced legislation to Parliament to implement a new string of tax measures to prevent multinationals from profit shifting.

General Insights

Jump-start your retirement savings

 

Unfortunately, many people would reach their mid-fifties and conclude that their savings are not on track to finance a satisfactory lifestyle in retirement. 

General Insights

Government urged to rectify ‘legislative shortcoming’ with CGT relief

 

The Tax Institute has called for an extension of the deadline for applying the CGT relief in respect to the segregated approach, amid concerns some SMSF trustees are at risk of missing out.

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.