Julia's Blog
By Julia Hartman
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 …
Building Wealth in Any Environment With all the uncertainty surrounding investment at the moment, it was interesting that we had so much material for our recent seminar with Noel Whittaker, on the tried and true methods of building wealth no matter what the politicians get up to. Don’t use the current uncertainty as an excuse …
The 2019 Election Budget and Reply Special This year is certainly unique! A budget that first needs to get through an election to be enacted yet there is so much we need to know right now. Rather than look too far into the long-range forecasts I will concentrate on changes that will affect the next …
Granny Flat Rights Centrelink offer some excellent pension concessions for parents to build a granny flat in their child’s back yard or modify the house etc. With raising awareness of elder abuse Centrelink also strongly encourage parents to obtain a right of occupancy over their child’s house. This would take the form of a life …
Refunding Franking Credits – Let’s address the Elephant in the Room – Tax Free Superannuation Labor party policy is that franking credits should not be refunded to taxpayers and self managed superannuation funds (SMSF) who don’t have enough taxable income to pay tax. Note that public superannuation funds that pay tax free pensions will still …