Taxation

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CPD: Deceased estates and tax

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines... Read more continue reading

04 Oct 2024

CPD: Estate planning and tax

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

Estate planning is a fundamentally important aspect of financial (and legal) management – and has important tax consequences. This article, proudly sponsored by Allianz Retire+, examines some of the elements... Read more continue reading

20 Aug 2024

2024 ATO compliance hotspots

Every Tax Time, the ATO focusses on certain hotspots where taxpayers are prone – either accidentally or deliberately – to make errors. So, what is on the ATO’s list this... Read more continue reading

08 May 2024

CPD: Super and tax – just the facts

From AdviserVoice -This Taxation CPD proudly brought to you by Allianz Retire+

While superannuation is arguably the most tax-effective way to save for retirement, it’s not tax free. This article, proudly sponsored by Allianz Retire+, explores tax as it applies to your... Read more continue reading

19 Feb 2024

Revised ATO deduction methods catch WFH taxpayers off-guard

From HLB Mann Judd Sydney

Employees working from home (WFH) need to familiarise themselves with new changes introduced by the Australian Taxation Office (ATO) on calculation methods for claiming tax deductions, according to HLB Mann... Read more continue reading

24 Oct 2023

Survey shows older Australians fear new taxes on death, inheritance and the family home

From Household Capital

Household Capital, a leading Australian provider of home equity retirement funding, said today the results of its latest quarterly survey of older Australians showed 78% of retirees were concerned, or... Read more continue reading

22 Mar 2022

ATO shoots itself in the foot: tax return must be signed by Administrator

From Townsends Business & Corporate Lawyers

The ATO refuses to accept a tax return from an intestate deceased estate unless it is signed by the Administrator of the estate. But what if there is no Administrator?... Read more continue reading

31 Jan 2022

Where does a company ‘reside’ for tax purposes?

From Townsends Business & Corporate Lawyers

Australia levies tax on its residents. But how can a company ‘reside’ anywhere for tax purposes? And can a company ‘reside’ in Australia if its directors and or shareholders are... Read more continue reading

23 Aug 2021

Top 5 EOFY tips for financial advisers

From BT Financial Group

With the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds, which includes an increase... Read more continue reading

16 Jun 2021

Tax-managing a RAFI portfolio busts the ‘low turnover is tax efficient’ myth

From Parametric

Superannuation funds moving to a rules-based equity management approach could improve their performance by more than half a percentage point a year by genuinely focusing on after-tax, not pre-tax, returns.... Read more continue reading

11 Dec 2019

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CPD: Deceased estates and tax
Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines [...]
CPD: The growing trend of private companies
Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those investors with a lower tolerance [...]
CPD: Client first – ethics and best interests
When providing financial advice, acting in a client’s best interests isn’t just a regulatory requirement, it is the cornerstone of a trusting and successful advisory relationship. This article, proudly sponsored [...]
CPD: ASIC’s enforcement priorities – practical adviser implications
ASIC is fundamentally a consumer protection agency. The various functions it performs, including market oversight, surveillance, enforcement and education, ultimately all roll up to one core purpose – ensuring good [...]
CPD: A spotlight on fixed income investments
Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers [...]