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11 tax facts about superannuation

By Katrina Haskew | 17 Aug 2021

Compared to other investment structures, super is widely considered to be one of the most tax-effective investment structures available from a wealth accumulation and cash flow generation perspective. Although not a comprehensive list, below are 11 of the top tax…

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Market Wrap

By Katrina Haskew | 17 Aug 2021

Stocks continue to ignore bonds Global shares rose 1.8% and 4% in hedged and unhedged terms, respectively. Growth stocks outperforming following strong earnings results by tech companies such as Alphabet (owner of the Google search engine). Australian shares underperformed global…

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Tax tips and tax return checklist 2020/21

By Gerard Haskew | 02 Jun 2021

To help you complete your tax return, especially if you’ve been working from home , thischecklist outlines income and expenses you need to disclose to the Australian Taxation Office(ATO) when lodging your return. We’ve also provided an overview of the…

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How will the Federal Budget affect you?

By Gerard Haskew | 12 May 2021

During this year’s Federal Budget announcement Treasurer Josh Frydenberg stated“Australia is back!”. The Budget proposes positive changes to superannuation, an extensionof the low and middle income tax offsets and a boost to aged care services. SummaryWe’ve summarised some of the…

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Federal Budget 2021-2022 – What it means for you

By Gerard Haskew | 12 May 2021

If you want to know more about how these changes may affect you please get in contact.

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What financial mistakes have you made? Could they have been avoided?

By Katrina Haskew | 15 Feb 2021

Have you made a big financial mistake in the past? One that cost you a lot of time and money to fix? One that caused you a big headache? Financial stress can be a major trigger for a lot of…

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