Category: General Insights

General Insights

COVID-19 cuts risk pension pain

 

The Federal Government recently announced the mandatory minimum drawdown rates for retirees with account-based pensions would be temporarily halved in both the 2019-20 and 2020-21 financial years.

 

General Insights

New laws prompt review of SMSF estate plans

 

In light of recent laws passed this month, many clients will need to review their estate planning to ensure their will adequately explains how superannuation and insurance payments should be dealt with.

 

General Insights

SMSF sector grows, new fund numbers drop

 

Overall growth of SMSF sector has continued despite a drop in the number of new funds in the December quarter 2019, the latest ATO statistical report shows.

 

Financial Planning General Insights

End of financial year: The big changes coming on July 1

As July 1 creeps closer, the new financial year is set to bring a slew of updated rules and changes along with it. From big tax opportunities to major changes…

General Insights

Court decides on taxable capital gains distributions

The Federal Court has determined whether trusts that distribute capital gains to non-resident beneficiaries are taxable and will need to be included in their assessable income.

Education General Insights

AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce

The Treasury has confirmed that it will be working with the ATO and an Australian Federal Police taskforce in investigating any cases of fraud related to the government’s COVID-19 stimulus measures.

Education General Insights

ATO extends initial JobKeeper payment deadline

Employers looking to enrol for the first two JobKeeper fortnights have now been granted a further extension of time to enrol and pay employees.

General Insights

ATO releases JobKeeper alternative test

The alternative decline in turnover test rules for the JobKeeper payment scheme has now been registered by the ATO.

General Insights

Our Website, your resources

Coronavirus resources have been added to the many others we supply our clients.  Resources such as many latest news articles, educational videos (updated recently), client portals, calculators, and stock prices.  You have 24/7 access to all these tools and resources.  Any question, simply ask. *

Education General Insights

Cash vs contactless: Could paying with banknotes spread coronavirus?

Over the past few weeks life in Australia has changed drastically, as more and more businesses and public spaces have been forced to close their doors due to the introduction…

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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.