A Will to give

Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. With baby boomers shifting into retirement, it’s important to start the conversation now about your legacy and the people it may impact.

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A super window of opportunity

New rules that came into force on July 1 will create opportunities for older Australians to boost their retirement savings and younger Australians to build a home deposit, all within the tax-efficient superannuation system.

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Think about Superannuation early on in life

To ensure you have enough funds to live well when you retire, you need to learn what you need to do now to make sure you can have the lifestyle you’ve worked so hard to have—for the rest of your life.

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Tax Alert March 2022

Some of the last sitting days before this year’s Federal election saw changes to the tax and super rules finally pass through both houses of Parliament. Here’s a roundup of some of the key developments.

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