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Getting to a higher level of financial literacy in Australia
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What is the future of advice and how far off is superannuation 2.0?
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Investment and economic outlook, April 2024
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Australia’s debt service ratio ‘extraordinary’: CBA
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Connecting an adviser with your children
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ACCC scam report
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The Shortest-reigning Monarchs in History
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ATO warns trustees about increasing crypto scams
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Aged care report goes to the heart of Australia’s tax debate
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Removed super no longer protected from creditors: court
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ATO investigating 16.5k SMSFs over valuation compliance
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The 2025 Financial Year Tax & Super Changes You Need to Know!
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Investment and economic outlook, March 2024
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The compounding benefits from reinvesting dividends
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Three things to consider when switching your super
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Oldest Buildings in the World.
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Illegal access nets $637 million
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Trustee decisions are at their own discretion: expert
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Regular reviews and safekeeping of documents vital: expert
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Latest stats back up research into SMSF longevity and returns: educator
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Investment and economic outlook, February 2024
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Planning financially for a career break
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Could your SMSF do with more diversification?
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Countries producing the most solar power by gigawatt hours
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Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
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Quarterly reporting regime means communication now paramount: expert
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Plan now to take advantage of 5-year carry forward rule: expert
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Why investors are firmly focused on interest rates
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Super literacy low for cash-strapped
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Four timeless principles for investing success
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Investment and economic outlook, January 2024
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Wheat Production by Country
Article archive
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Quarter 1 January - March 2024
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Quarter 4 October - December 2015
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Quarter 2 April - June 2015
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Quarter 1 January - March 2015
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Quarter 4 October - December 2014
Quarter 3 of, 2021 archive
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Lockdowns and mental health
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The rise of the female investor
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ATO flags availability of COVID-19 early release super recontribution
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World's largest armies 1816 - 2020
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Retirement can be risky business
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A proven way to build wealth
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Two AAT decisions on what constitutes business real property
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ATO zeroes in on SMSF lifestyle assets
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SMSF scams are on the rise: Here’s how to fight back
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Four steps to plan for a better retirement
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‘Mammoth consequences’: ATO’s NALI ruling draws ire from professionals
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Videos and other resources for our clients
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SMSF members highly satisfied with funds
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6-member SMSF registration availability to begin mid-August
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SMSFs go for growth
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Tax time: calculating investment income and deductions
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ATO extends Division 7A relief
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Drawdown relief for all pensions
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Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
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What's your risk profile?
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Downsizer and bring forward combination creates new opportunities for super strategy
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Trust deed must include certain items
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Five investing tips for beginners
Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

 

Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.

 

         

Please click on the following links to access the checklists most appropriate to your needs.

 

Superannuation Funds

Individuals

Company Trust Partnership

 

 

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