Uncategorised 15 Nov 2024 Business Matters November 2024What makes or breaks Christmas? The cost of living has eased over the past year but consumers are still under… *protected email*
Wealth 29 Oct 2024 Market Wrap September 2024Markets Local: The ASX200 index had a strong gain of 2.97% over September. Global: The S&P 500 rose 2.1% in… *protected email*
Business Property 09 Oct 2024 Business Matters October 2024Payday super: the details ‘Payday super’ will overhaul the way in which superannuation guarantee is administered. We look at the… *protected email*
Business 20 Sep 2024 Business Matters September 2024It wasn’t me: the tax fraud scam You login to your myGov account to find that your activity statements for… *protected email*
Wealth 10 Sep 2024 Market Wrap August 2024Markets Local: The ASX200 index had a slight gain of 0.47% over August. Global: The S&P 500 rose 2.4% in… Level One
Business 15 Aug 2024 Business Matters August 2024When is a gift not a gift? The Tax Commissioner has successfully argued that more than $1.6m deposited in a… *protected email*
Wealth 08 Aug 2024 Market Wrap July 2024Markets Local: The ASX 200 had its best month of the year in July, finishing up 4% to set a… Level One
Wealth 11 Jul 2024 Market Wrap June 2024Markets Local: The ASX 200 index gained 1.0% in June. Global: The S&P 500 posted seven new closing highs throughout… Level One
Business 08 Jul 2024 Business Matters July 2024What’s ahead for 2024-25? Will 2024-25 be another year of volatility or a return to stability? Personal tax & super… *protected email*
Business Tax 13 Jun 2024 Business Matters June 2024The essential 30 June guide The end of the financial year is fast approaching. We outline the areas at risk… *protected email*
Wealth 12 Jun 2024 Market Wrap May 2024Markets Local: The ASX200 had a slight gain in May rising 0.92%. Global: The S&P 500 advanced 5% in May.… Level One
Wealth 09 May 2024 Market Wrap April 2024Markets Local: The ASX200 index fell in April by -2.94%. Global: The S&P 500 fell -4.1% in its first monthly… Level One
Business Clients 08 May 2024 Business Matters May 2024Company money crackdown The ATO is cracking down on business owners who take money or use company resources for themselves.… *protected email*
Wealth 11 Apr 2024 Market Wrap March 2024Markets Local: The ASX200 index had a solid gain over March rising by 3.27%. Global: The S&P 500 continued to… *protected email*
Business 11 Apr 2024 Business Matters April 2024Warning on SMSF asset valuations The ATO has issued a warning to trustees of SMSFs about sloppy valuation practices. ATO… *protected email*
Wealth 08 Mar 2024 Market Wrap February 2024Markets Local: The ASX200 index had a slight gain over February rising by 0.79%. Global: The S&P 500 was up… Level One
Business 07 Mar 2024 Business Matters March 2024The Fringe Benefit Tax traps The Fringe Benefits Tax year (FBT) ends on 31 March. We explore the problem areas… *protected email*
Business 12 Feb 2024 Business Matters February 2024Stage 3 personal income tax cuts redesigned The personal income tax cuts legislated to commence on 1 July 2024 will… *protected email*
Wealth 08 Feb 2024 Market Wrap January 2024Markets Local: Australian equities marked their 3rd straight month of gains during January, as the S&P/ASX 200 Total Return index… Level One
Business, Uncategorised 31 Jan 2024 The Round Up January 2024From Government Mid-Year Economic and Fiscal Outlook ups the tax take The Government has taken the opportunity to announce some… *protected email*
Business Newsletter 12 Dec 2023 Business Matters December 2023The controversial case of the taxpayer who claimed a loss on their home A decision by the Administrative Appeals Tribunal… *protected email*
Wealth 11 Dec 2023 Market Wrap November 2023Markets Local: The ASX200 index performed well in November, rising by 5.03% Global: The S&P 500 was up 8.92% in… Level One
Business 14 Nov 2023 Business Matters November 2023Workers owed $3.6bn in super guarantee Workers are owed over $3.6 billion in superannuation guarantee according to the latest Australian… *protected email*
Wealth 10 Nov 2023 Market Wrap October 2023Markets Local: The ASX200 index total return for October was a negative return of 3.8%, with the year to date… Level One
