capital gains tax
When dealing with the transfer balance cap, you must decide which method to use for calculating the capital gains tax concession on assets sent back to accumulation accounts.
Max NewnhamNovember 22, 2017
Learn how to communicate the intricate details of income tax, so people will see the value in your recommendations.
Max NewnhamNovember 8, 2017
If clients are 65-plus and considering downsizing, subdividing a property can have tax benefits or pitfalls. Learn how to make the right move.
Max NewnhamOctober 10, 2017
Financial planning practices should consider any strategies and approaches for their own business that could help manage their tax liability. Here are some areas to review.
Audrey KrauseMay 29, 2017
Education and housing affordability have dominated budget headlines in recent weeks. Here's a quick look at measures floated so far that may affect your clients.
Kate CowlingMay 8, 2017
One of the top issues for SMSF advisers now is the new CGT relief that will operate for pension assets. Here’s an example to demonstrate how it will work.
Bryce FigotApril 12, 2017
SMSF advisers who are not proactive with clients who either have superannuation balances in excess of $1.6 million or are receiving a transition-to-retirement pension could soon find themselves in the firing line.
Max NewnhamFebruary 1, 2017