LATEST BLOG POSTS
When Is the Right Time to Think About Succession Planning in a Family Business?
This question is being asked more frequently, prompting reflection based on both observation and experience. In family businesses, succession planning is often delayed, not because those involved fail to recognise its importance, nor because there is no willingness...
Making the Most of Concessional Contributions within an SMSF
For many of us, additional tax savings are being left on the table. Catch-up concessional contributions allow you to take advantage of the accumulated unused portions of your individual concessional contribution caps across the last five years. The overall tax...
Are your advice fees tax deductible?
In this article we break down the tax deductibility of advice fees and what you can and cannot claim what completing your tax return when it comes to your financial advice fees. As an industry we have been lobbying for years for all our fees fully deductible, however...
Superannuation Contributions for Farmers: Tips & Strategies Before EOFY
As the end of the financial year (EOFY) approaches, Australian farmers should take time to review their superannuation (super) contributions to ensure they are maximising their retirement savings while taking advantage of available tax benefits. Managing super...
Farmer and Adviser Q&A
Equipment Financing Farmer I’m thinking of buying a new tractor, but the cost is pretty high. What are my financing options here in Australia? Financial Adviser (Sarah): In Australia, you have several options. You can take out a Chattel Mortgage, Finance Lease,...
How U.S. Elections Impact the Australian Economy
With just over a month until the US elections are held, we have been having many conversations with clients around how this may impact our economy, their portfolios and whether or not the outcome may lead us down different pathways here in Australia. The outcome of...