Julia's Blog
By Julia Hartman
Download PDF Have you ever been told you are too old to contribute to superannuation? Would you like to contribute more and BAN TACS on your retirement savings? The best way to do this is to have as much of your wealth in superannuation as you can. The superannuation contribution rules are about to change …
If you want to make a superannuation contribution and claim it in your 2019 tax return you best get a wriggle on. The contribution has to be safely in the superannuation fund by 28th June as the 30th is a Friday. This post addresses the practicalities of making the contribution and dealing with the $25,000 …
Alan Kohler wrote in the Australian, of Ken Hayne’s Report on the Banking Royal Commission: “His decision to not call for the separation of product and advice is both inexplicable and egregious.” BAN TACS has solved this for their clients through our own financial planning arm! Download PDF Tax, Accounting and Financial Planning Advice in One …
Holding property in your own superannuation fund is not for everyone but can be well worth considering for the tax benefits and asset protection advantages. This blog is food for thought to prepare you for a discussion with your Accountant, make sure you have that discussion before you sign a contract. I make clients who …