Superannuation Tax Strategies: an EOFY reminder

Superannuation Tax Strategies: an EOFY reminder

Equity Trustees have now released the paper presented by Peter Bobbin in Sydney on 23rd May 2024 entitled Super Tax Death Strategies; Tax Scheme or Clever Planning?

Peter’s paper is a timely reminder as we approach the 30th June that superannuation withdrawal and contribution strategies are subject to both the sole purpose tests (plural) in Superannuation law as well as Part IVA of the Income Tax Assessment Act 1936 (ITAA).

It’s my Trust and I’ll do what I want to!

It’s my Trust and I’ll do what I want to!

Are you a trustee, or the director of a company that acts as a trustee, of a discretionary trust? If you are, do you actually know what you are doing?
If you are a trustee of a discretionary trust or the financial advisor of a trustee, it is important to know the limitations of your discretionary powers, says Jeremy Duffy…

Aged Care Act Amendments Update

Aged Care Act Amendments Update

Catch up with the latest updates on the planned overhaul of the Commonwealth Aged Care Act.
Submissions closed on 8 March 2024, and more than a dozen submissions about the exposure draft of the new Act were received….