Welcome to the May edition of our client newsletter. This month, we’ve compiled a selection of timely and practical insights across tax, superannuation and financial planning — helping you stay informed, confident, and in control of your financial decisions.
In this edition:
- Federal Budget insights: Potential changes to negative gearing and the CGT discount, and what they could mean for investors.
- ATO fuel relief support: New payment plans available for businesses impacted by rising fuel costs.
- CGT guidance: Key considerations when assets are lost, destroyed, or acquired through options.
- SMSF strategies: Why a corporate trustee may be a smarter choice for your super fund.
- Super contributions after 67: Understanding the work test and how to qualify for tax deductions.
- Retirement planning: A practical guide to the Commonwealth Seniors Health Card and eligibility strategies.
- EOFY tax planning: A comprehensive checklist to help reduce tax and prepare before 30 June.
- Superannuation checklist: Tips to maximise contributions and benefits before year-end.
Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.
Disclaimer: All information provided in this newsletter is of a general nature only and is not personal financial or investment advice. Also, changes in legislation may occur frequently. We recommend that our formal advice be obtained before acting on the basis of this information.
