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Tomorrow's taxpayers pay for today's policy mistakes
Personal Finance
Tomorrow's taxpayers pay for today's policy mistakes
Less affordable housing isn't the only thing set to weigh on Australia's younger generations. If new solutions for pension deficits and the use of...
Ken Atchison | 23 July 2024
The ATO has SMSF asset valuations in its crosshairs
Retirement
The ATO has SMSF asset valuations in its crosshairs
SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and...
Julie Steed | 10 July 2024
3 cheap fully franked stocks
Personal Finance
3 cheap fully franked stocks
And how income investors can pay no net tax on dividends in 2024
Shani Jayamanne | 04 July 2024
How your super will be taxed when you die
Personal Finance
How your super will be taxed when you die
The ins-and-outs of super taxation on death benefits. 
Shani Jayamanne | 24 June 2024
Clearing up confusion on the $3 million super tax
Retirement
Clearing up confusion on the $3 million super tax
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to...
Meg Heffron | 17 June 2024
$3 million super tax coming whether we’re ready or not
Retirement
$3 million super tax coming whether we’re ready or not
A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is...
Meg Heffron | 19 May 2024
Tax implications when investing in overseas shares and ETFs
Personal Finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign...
Shani Jayamanne | 02 May 2024
Who needs the Caymans? 10 ways to avoid paying tax
Personal Finance
Who needs the Caymans? 10 ways to avoid paying tax
Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will...
Graham Hand | 25 March 2024
Tax tips for expats and migrants
Personal Finance
Tax tips for expats and migrants
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets. 
Shani Jayamanne | 13 January 2024
Minimising taxes as an investor
Personal Finance
Minimising taxes as an investor
Choosing to invest as an individual or within a company or trust has several tax consequences for investors.
Shani Jayamanne | 06 December 2023