For Individual matters

We present articles here that are of interest to you, the individual. Of course many people are also involved in business and community organisations.

Also look at some of our e-newsletters that will keep you current with the latest news.



  • 25th Jul 2017

    SMSFs - Determing your trustee structure

    How you structure your trustees will have a major impact on how your fund works.
  • 24th Jul 2017

    Interest on joint bank accounts

    Who is assessed for interest on jointly held bank accounts?
  • 13th Jul 2017

    WaterAid - Clean water - A basic human right

    Matthew Crouch recently visited WaterAid projects in PNG and saw the amazing effects they are having on peoples' lives.
  • 10th Jul 2017

    Buying off-the-plan?

    Incentives are offered by governments and developers. But there are other considerations in making such big decisions.
  • 24th May 2017

    Year end 2016/17 tax tips for the individual

    A few suggestions to consider so that you can get your tax deduction back in your 2017 return.
  • 10th May 2017

    Budget 2017 - Social Security

    In short, the Government is introducing changes to social security along the lines of their “fairness” theme. The Pensioner Concession Card is being reinstated for many but there will also be...
  • 10th May 2017

    Budget 2017 - For Individuals

    The following changes will affect individuals and families, the main one being the change in the Medicare Levy. From 1 July 2019, the Government will increase the Medicare levy from 2% to 2.5% of...
  • 10th May 2017

    Budget 2017 - Superannuation

    Following on from the major changes to superannuation announced recently, this Budget contained the addtional changesas detailed below: Contributing proceeds from sale of home Effective 1 July 2018...
  • 14th Apr 2017

    The ATO, Uber and other income supplements

    Two new programs will help identify people who are making but not declaring income.
  • 25th Mar 2017

    Super questions

    With super changes taking effect from 1 July 2017, now is a great time to give some thought to questions like… Will I have enough to retire on? Is there a better option than super? Everyone’s...
  • 1st Mar 2017

    Inherited a property?

    The are several tax aspects to consider if you inherit a property. It can be straight forward but there may be complications too.
  • 21st Feb 2017

    Super - "The biggest reforms in a decade"

    A multitude of changes especially putting limits on the amount you can have in super
  • 7th Feb 2017

    Is salary packaging for me?

    Salary packaging is complicated but there are many legitimate and tax-effective arrangements available.
  • 31st Jan 2017

    The benefits of franking credits

    Franking credits are especially beneficial if you have a SMSF
  • 29th Jan 2017

    Think tax when considering property development

    This case demonstrates that the tax implications of property are neither simple or straight forward
  • 7th Dec 2016

    Managing risk

    You cannot eliminate risk. But by identifying it and managing it, you can live with it.
  • 2nd Dec 2016

    A time for giving

    If it is a worthy cause then tax deductibility is only one consideration. But if it is consideration, here are some tips.
  • 1st Dec 2016

    Avoiding the spending bandwagon

    One of the substantial benefits of going through a formal financial planning process is to develop a plan and set a budget with some disciplines.
  • 1st Dec 2016

    Business premises are still attractive for SMSFs

    Opting to own your business property through your SMSF can be a financially rewarding investment.
  • 24th Nov 2016

    Superannuation reform bills passed by both houses

    Most changes apply from 1 July 2017 so some action may be required.


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