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Unlocking Savings: Your guide to Government concession cards
Government concession cards, including the Commonwealth Seniors Health Card, Pensioner Concession Card, Health Care Card and state-based Seniors Cards provide significant savings. Read more...here.
Some CGT consequences of divorce and relationship breakdown
If you are getting divorced or separated from your spouse, this may involve the transfer of real estate or other assets as part of the settlement of things. Technically, that transfer will trigger a capital gains tax (CGT) because there will be a change in ownership of the property. Read more...here.
The great wealth transfer: Are you ready?
Over the next few decades, Australia is expected to witness one of the biggest intergenerational wealth transfers in history with between $3.5 trillion and $5 trillion changing hands as baby boomers pass on their wealth to children and grandchildren. Read more...here.
Self-managed super funds: A suitable path to retirement control?
Self-Managed Super Funds (SMSFs) are a key part of Australia's superannuation system, offering control over retirement savings. Read more...here.
What to expect from tax reform
Given past history, not very much, unfortunately. The Treasurer, Jim Chalmers, has convened a Productivity Roundtable for late August, with three main areas of focus - productivity, economic resilience and budget sustainability. Read more...here.
Tax deductibility of clothing
The tax deductibility of clothing is a topic that often confuses taxpayers, as the rules are specific and nuanced. Read more...here.
NEW DISCLOSURE RULES FROM THE TAX PRACTITIONERS BOARD
In relation to the taxation services we provide, we advise that the Tax Practitioners Board (TPB) maintains a register of tax agents and BAS agents which can be accessed and searched here. The register contains details of registered, suspended, and deregistered tax and BAS agents.
If you have a complaint about a tax agent service that we provide, we encourage you to seek to resolve it with us by contacting us immediately. You can also make a complaint to the TPB in accordance with their complaints process set out here.
Our registration as a tax agent is not subject to any conditions and in the last five years we have not been subject to any of the events described in subsection 45(1)(d) of the Tax Agent Services (Code of Professional Conduct) Determination 2024 (the Determination) or other matters required to be disclosed under other laws.
The full text of the Tax Practitioners Board disclosure requirements and guidance may be found here.
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