Articles

Jointly owned negatively geared investments

A recent Australian Taxation Office ruling on salary packaging has created the opportunity for potential tax benefits. It affects couples who jointly own negatively geared investments, such as a rental property or a share portfolio. It was previously thought that if a taxpayer salary sacrificed the expenses associated with a jointly-owned investment then only half […]

Succession planning – Keeping it in the family

Are you planning to retire from a family business or know someone who is? One of the most significant challenges to the owner of any family business is planning for the future and how to best transfer share ownership to the next generation to ensure the business continues and provides family security for surviving family […]