Articles
For Individual matters
We present articles here that are of interest to you, the individual. Of course many people are also involved in business and community organisations.
Also look at some of our e-newsletters that will keep you current with the latest news.
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2nd Feb 2014
FocusOn - Investment properties
There are a number of issues to maximise the taxation benefits of holding an investment property. -
1st Feb 2014
FocusOn - Buying Your First Home
It may be the largest purchase you will make. There are many different issues to consider. -
21st Jan 2014
FocusOn - Testamentary Trusts
Used to retain some or all of the deceased’s estate in a trust, rather than paying it out to beneficiaries. -
18th Jan 2014
FocusOn - Self-education expenses
A course of education provided by a school, college, university, or other place of education. -
15th Jan 2014
FocusOn - Capital Gains Tax
CGT is applied to capital gains arising from the disposal of assets -
9th Jan 2014
FocusOn - Keeping records
Records must also be kept for all relevant income tax transactions -
8th Jan 2014
Investing - Understanding your requirements
Everyone has different goals, attitudes, aspirations and what is actually achievable. Our first task, when helping you on your investment journey, is to determine your attitude to risk, timeframes... -
8th Jan 2014
Investing - Investment categories and timeframes
There are generally four categories of investments (asset classes): Cash: Cash investments provide stable and low risk income over the short term. It includes bank accounts and term deposits. Fixed... -
8th Jan 2014
Investing - Growth and defensive
Your attitude to risk will help determine growth or defensive investments -
8th Jan 2014
Investing - Diversifying your portfolio
Reduce and manage your investment risk by diversifying -
11th Dec 2013
Your super and MySuper
MySuper - a simple, cost-effective product with a diversified portfolio of investments. -
28th Nov 2013
Record keeping - It might not sound exciting but...
We often talk about the need to keep records, particularly when claiming deductions in your tax return -
24th Nov 2013
Aged care - Rule #1 - Seek good advice
The time comes when aged care for a loved one, or eventually yourself, looms as a real possibility. This time of decision making can be highly emotional for all concerned. There are a host of options... -
24th Nov 2013
Time to take that overseas trip
Travel expenses can be claimed as a deduction if they relate to earning your income -
18th Nov 2013
Tax questions - What is Capital Gains Tax?
Despite its name, CGT is not a separate tax. -
18th Nov 2013
Tax questions - Is it worth negative gearing my investment property
The tax costs of negative gearing can be very significant. -
18th Nov 2013
Tax questions - Relocating overseas - What is my tax obligation?
Your tax residency status determines how you are taxed by Australia -
18th Nov 2013
Tax questions - What is Salary Packaging?
Sacrifice part of your future salary in return for remuneration in a different form -
18th Nov 2013
Tax questions - Can I claim my business trip and take a holiday too?
You need to understand the rules to be able to claim parts of the holiday -
18th Nov 2013
Tax questions - Can I claim my car for work?
Maybe. There are 4 different methods of calculation.
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