Q. How can my wife and I take advantage of the new Superannuation Downsizer Contribution Rules?
Q. My wife and I are in our late 70’s [...]
Q. My husband and I have just re-written our wills, shouldn’t our wills cover our instructions on death and why is there a need to have a Binding Death Benefit Nomination?
Q. My husband and I have just re-written our Wills, [...]
Q. I have contributed $540,000 to my Super fund in June 2017 and have made no other contributions, however, I received a notification from the ATO that I have exceeded my Non-concessional super contribution…how did this happen and what are the penalties?
Q. I have just received a notification from the Australian [...]
Wealth & Health – Edition 3, 2017
Welcome to the latest edition of 'Wealth & Health' Firstly, [...]
Q. Securing an affordable and comfortable Aged Care facility for your elderly loved one’s needs
Q. My father is 86 and a widower, he recently [...]
Q. When will a sale of a share of stock trigger a Capital Gains Tax (CGT)?
Q. My mum passed away recently. Mum and dad purchased some [...]
Q. Is it worth to put our coin collection into our Self-Managed Super Fund (SMSF)?
Q. My wife has built a really impressive coin collection [...]
Q. Important changes to tax treatment of personal superannuation contributions
Q. I am employed full time and receive Employer Superannuation [...]
Q. What is the process of contributing funds into our super through ‘Superannuation Downsizer Contributions”?
Q. My wife and I are looking to downsize the [...]
Q. I have an investment loan that I am currently paying interest only on …what changes will apply to my loan?
Q. I have an investment loan that I am currently [...]