SMSF Archives - Julia's Blog

The New CGT Regime

Ellen — Tue, 23 Jun 2026 06:06:18 +0000

Download PDF I am not objecting to the replacement of the 50% discount with indexation. Sometimes indexation will produce a lesser capital gain than the 50% discount as under the discount half of your gain would be taxable no matter how bad inflation had been. With indexation at least you are only taxed on ...

The post The New CGT Regime appeared first on Julia's Blog.

Jim Charmers Backs Down on Taxing Unrealised Capital Gains in Superannuation

Julia Hartman — Mon, 20 Oct 2025 23:41:06 +0000

Download PDF If you have close to $3mil or more in superannuation you are probably already aware that the government is rethinking its previously announced policies on large superannuation balances. At this early stage nothing is certain, there is still to be much consultation before the law is drafted. This blog is written to ...

The post Jim Charmers Backs Down on Taxing Unrealised Capital Gains in Superannuation appeared first on Julia's Blog.

2021 Budget – Red is the New Black

Julia Hartman — Thu, 13 May 2021 04:39:56 +0000

(Download PDF) Well not much to report this year! Our annual budget blog concentrates on giving the detail on issues that affect our clients tax, income, superannuation and businesses. Afterall you can read about the hype anywhere it is getting the detail and how it affects you that we are looking to provide. This budget ...

The post 2021 Budget – Red is the New Black appeared first on Julia's Blog.

When Your Farm is in a Self Managed Superannuation Fund (SMSF)

Julia Hartman — Mon, 25 Jun 2018 04:18:45 +0000

It is pretty clear, by the concessions available in the legislation, that it is the aim of the government to allow farmers to hold their farms in a SMSF. Nevertheless, it is far too easy to slip off the narrow path so make sure you get good advice right from the start. This blog will equip you with enough knowledge to judge a competent advisor.

The post When Your Farm is in a Self Managed Superannuation Fund (SMSF) appeared first on Julia's Blog.

Labor’s Latest Antics With Franking Credits Ignores The Real Problem

Julia Hartman — Sat, 31 Mar 2018 07:49:27 +0000

Burning your money is probably illegal but if you are a pensioner it might save your franking credits. Under the proposed policy by the Labor party, franking credits will not be refundable unless you qualify for the pension. This is certainly a big incentive to qualify for the age pension. Let’s look at an example. ...

The post Labor’s Latest Antics With Franking Credits Ignores The Real Problem appeared first on Julia's Blog.