Category: Uncategorized

  • Succession planning: Inheriting property

    Succession planning: Inheriting property Beyond the difficult task of dividing up your assets and determining who should get what, it’s essential to look at the tax consequences of how your assets will flow through to your beneficiaries. When assets pass from a deceased individual to a beneficiary of the estate, the tax impact will generally…

  • More women using ‘downsizer’ contributions to boost super

    More women using ‘downsizer’ contributions to boost super If you are aged 55 years or older, the downsizer contribution rules enable you to contribute up to $300,000 from the proceeds of the sale of your Blue Mountains home to your superannuation fund (eligibility criteria applies). In 2023-24, over 57% of people making a ‘downsizer’ contribution…

  • What makes or breaks Christmas?

    What makes or breaks Christmas? The cost of living has eased over the past year but consumers are still under pressure. For business, planning is the key to managing Christmas volatility. The countdown to Christmas is on and we’re in the midst of a headlong rush to maximise any remaining opportunities before the Christmas lull.…