Insights
Wealth & Retirement
Practical insights on superannuation, retirement planning and protecting family wealth.
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.
Separation and divorce: CGT consequences
With many marriages and de facto relationships ending in separation, the capital gains tax (CGT) roll-over rules for relationship breakdowns have ...
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.
Understanding Spousal Status Under Tax Laws
For those in the healthcare sector, it’s important to understand the details of Australian tax laws, especially when it comes to who is considered a…
Changes to preservation age
Since 1 July 2024, the age at which individuals can access their superannuation increased to age 60.
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…
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 ...
Doctor Financial Scorecard
In about 3 minutes, you’ll receive a personalised score to help you evaluate your current financial set-up.