While the annual superannuation contribution caps will not change in 2025/26, indexation of the general TBC means there may be a number of key planning considerations and opportunities for clients in both the remainder of 2024/25 and into 2025/26. Read more

As the end of FY24 approaches, financial advisers can make the most of new opportunities for super contributions. Read more

What have we learned from the final report of the Royal Commission (RC) handed down by Justice Kenneth Hayne? Read more

Labor's proposal to make franking credits non-refundable has certainly drawn the ire of many, quick to point out the impact to seniors who have built up a significant portfolio of dividend paying Australian shares. Read more

The First Home Super Saver (FHSS) Scheme aims to reduce pressure on housing affordability by enabling first home savers to make voluntary concessional and/or non-concessional contributions into super from 1 July 2017 and to withdraw those contributions ... Read more

The ability for pensioners to contribute up to $300,000 into superannuation after selling your main residence (along with the first home super saver scheme) passed both houses of Parliament and received Royal Assent, so let's have a look at what the ... Read more

Once seen as a cornerstone tax minimisation strategy for wealthy baby boomers, the changes to the concessional tax treatment of transition to retirement income streams (TRIS) has significantly changed the landscape of financial advice. Read more

As the 2016/17 financial year draws to a close, there is an inevitable rush to get your financial and tax affairs in order. However, when coupled with the biggest reforms to superannuation seen for 10 years, the list of considerations in this EOFY has ... Read more