Insights
Articles on for doctors and practice owners.
SMSFs vs Other Super Funds
All superannuation funds aim to provide retirement benefits, but there are key differences between Self-Managed Super Funds (SMSFs) and other super ...
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 ...
Stuck in the Middle: How the Sandwich Generation in Australia Can Cope Financially
Caught between caring for your kids and ageing parents? Learn how the sandwich generation in Australia can reduce financial stress and protect their ...
Breaking up & estate planning
A recent decision by the Full Federal Court around a man’s tragic death by suicide clarified the standing of a de facto spouse in the context of a ...
Navigating the Complexities of Capital Gains Tax (CGT) and Trusts
The interaction between Capital Gains Tax (CGT) and trusts is notoriously complex.
Who is eligible to join an SMSF?
An SMSF (Self-Managed Super Fund) can be established by almost anyone, with a maximum of six members.
Thinking About an SMSF? Here’s What You Should Know First
Self-Managed Super Funds (SMSFs) have become an increasingly popular way for Australians to take control of their retirement savings.
Inheriting assets other than a home
When inheriting a home, most people are aware that if it is sold within two years of the deceased’s passing, no capital gains tax (CGT) is payable.
What to Do If You Exceed Your Super Contribution Caps in Australia
Superannuation is one of the most tax-effective ways to save for retirement.
Tax on Redundancy Payments Explained
Being made redundant often comes with a lump sum payout.
Doctor Financial Scorecard
In about 3 minutes, you’ll receive a personalised score to help you evaluate your current financial set-up.