For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable giving can form an integral part of their investments ... Read more

Investing with an after-tax focus is an idea whose time has come. But every idea is only as good as its implementation, and superannuation funds are now facing the important question of who can help. Read more

Being a UK expatriate in Australia means that there is an additional layer of complexity in managing your financial planning, no matter how long since you lived in the UK. This White Paper discusses the key financial planning issues of Tax, Investments ... Read more

You're invited to a meeting with an accountant to talk about a client's entitlement to tax relief under the small business capital gains tax (CGT) concessions. Knowing you can't provide tax advice, the accountant wants your input on two ... Read more

Estate planning is not just the preserve of the elderly or the sick. Every Australian, regardless of their age or health, should consider an estate plan that takes into account their assets and family situation. Read more

What do you do if you and your spouse have an SMSF and want to ensure that your superannuation entitlements get paid to your preferred beneficiary if you pass away? Read more

The new financial year has arrived with a bang for financial planners with the Tax Agent Services Act 2009 (TASA) regime now applying to the profession. Read more

To understand the need for advice for those needing aged care, we need to understand what it is that causes a person to seek advice in the first place. Read more

There are various issues that Australian share investors should consider regarding tax rates, including the proper management of tax lots. Read more

he Small business tax concessions are a specific part of the income tax legislation which allows Australian resident tax payers which incur a capital gains liability from the disposal of a small business various forms of capital gains relief. Read more