Smart ways to give
Planned giving For many people, there are opportunities throughout each year that lend themselves to give gifts to show their appreciation of family and friends. It’s also a good time Read More…
Finding and consolidating super
Finding super sparks $860 million of joy New data released by the Australian Taxation Office (ATO) shows that Australians were busy finding and consolidating our superannuation accounts at the end of 2018. More Read More…
WA Wills and estate planning
What happens if you don’t have a Will The Public Trustee WA conducted a survey in 2014 which found that only 35 per cent of adults had a current Will and Read More…
ATO data matching of share transactions
Share transactions – 20 Sep 1985 to 30 Jun 2018 data matching program protocol (amended) At a glance Program objectives The purpose of the ATO’s data matching program is to ensure that taxpayers are Read More…
Downsizer contributions
ATO guidance regarding ‘downsizer contributions’ The ability to make ‘downsizer contributions’ effectively commenced on 1 July 2018, prompting the ATO to release further guidance with respect to this new superannuation Read More…