Insights
Articles on for doctors and practice owners.
Can You Leave Superannuation to Grandchildren in Australia?
Australian grandparents often ask if they can pass superannuation benefits directly to grandchildren.
Selling Shares? Make Sure You Understand the Capital Gains Tax (CGT) Rules
Selling shares in Australia? Learn how CGT applies, how to calculate your cost base, use the 12-month discount, and avoid ATO red flags like wash ...
Super Guarantee Rate Rises to 12% from 1 July 2025
From 1 July 2025, the superannuation guarantee (SG) rate will increase to 12%, meaning more employer contributions to your super fund.
Super Contributions Splitting
Splitting superannuation contributions to your spouse can be a great way to boost your combined superannuation balances which can benefit you both in…
Inheriting a Home
Many people are aware that if you inherit a home and sell it within two years of the deceased’s passing, the sale may be exempt from capital gains ...
SMSF record keeping requirements
A key responsibility that SMSF trustees must adhere to is to keep accurate tax and superannuation records.
The Great Wealth Transfer: Are You Prepared?
Over the next few decades, Australia is expected to witness something we’ve never seen before: trillions of dollars changing hands as baby boomers ...
Downsizer Super Contributions: Dispelling Three Myths
Since its introduction in 2018, billions of dollars have been contributed through the downsizer superannuation scheme.
Navigating the Complexities of Capital Gains Tax (CGT) and Trusts
The interaction between Capital Gains Tax (CGT) and trusts is notoriously complex.
Centrelink and Gifting
Will Centrelink Recognise Your Generosity? Did you know that approximately 60% of Australians aged 67 and over receive the Age Pension? However, not…
Doctor Financial Scorecard
In about 3 minutes, you’ll receive a personalised score to help you evaluate your current financial set-up.