The ATO Agent Nomination Process

The ATO Agent Nomination Process

Wondering about the ATO agent nomination process? If you are an existing client, you may not need to do anything. If you are a new client we’ll send you information about the steps required to link to us.   Because you are a new client, or your existing...
30% Tax On Super Earnings Above $3million.

30% Tax On Super Earnings Above $3million.

Treasury has released draft legislation to enact the Government’s plan to increase the tax rate on earnings on superannuation balances above $3m from 15% to 30% from 1 July 2025. This is the final step before the legislation is introduced into Parliament and a step...
Downsizing. Is It Worth It?

Downsizing. Is It Worth It?

From 1 January 2023, those 55 and over can make a ‘downsizer’ contribution to superannuation. Downsizer contributions are an excellent way to get money into superannuation quickly. And now that the age limit has reduced to 55 from 60, more people have an opportunity...