Our Financial Blog

 a     The Margin Scheme do’s and don’ts   So many get this wrong. Or assume they are eligible. Or calculate wrong. And there’s no simple & straightforward explanation online. So, this should help. As you probably know already, the margin scheme helps...

 a     Simplified Update on ATO Debts, Payroll Tax, and Superannuation Caps ATO Debts     This is an interesting topic. It's about getting rid of bills. Paying your tax bill on time helps you avoid the ATO’s general interest charge (GIC), which is...

    Most people are going to their accountants and spending 30 minutes on their return.. and think that’s enough. But what are they actually doing to save their clients hundreds of thousands in taxes in the future? When it really matters.  The choice is simple because...

    Don't do what the rich are doing now.. ..Do what they did to get there." The wealthiest man I know taught me that... Spoiler alert: He was kind of wrong!   Here's what it means to you. Most property incentives are distributed by the government by: 1) reducing...

  Very quickly, people that learn about these incentives realize that what they have heard so far, is likely true. After all, houses are going up everywhere (163, 836 houses in 2023 alone hia.com.au). The money must be coming from somewhere & most of these...

     Taxation Rules for Discretionary Trusts in Australia   Discretionary trusts are used widely in Australia for wealth management. Most people like them because they offer tax benefits, flexibility, and asset protection. But tax rules for discretionary...

Let’s face it. Nothing is going to piss you off more than dumber people becoming wealthier than you, faster. That really sucks on many levels. Not just fairness. Or lazier people. Even if equally qualified people like you, are getting wealthier than you? Well, that’s...

 a     Disclaimer: This information is for educational use only. It’s not a replacement for expert advice. Financial situations vary, and tax rules often change. You should not follow these ideas without consulting a professional. For your best results, seek help...

 a     *Need help with Family Trust problems in Australia - contact us via the form above please.   Establishing a Discretionary Trust in Australia   There’s likely over 1 million trusts in Australia by now. Yes, discretionary or family trusts are a common...