Julia's Blog
By Julia Hartman
Download PDF Now is the time to start preparing for Pay Day Super, especially if you are using the ATO clearing house. The penalties and administration for being late are just not worth it! ATO Clearing House Closing The ATO clearing house closes on 30th June 2026 but you need to act now! …
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 …
“Scams don’t just steal your money — they steal your peace of mind.”— Unknown Sadly, the world is being taken over by AI — and with it, a tidal wave of fake content. This morning alone, my inbox has been flooded with reports of scam emails spreading blatant lies about superannuation. These messages claim that super withdrawals are being …
Download PDF – Updated 19th May 2023 Year End Check List HECS: This is top of the list because you need to act before 1st June 2023. Each year your HECS debt and other student loans is indexed for inflation on the 1st June. This year the indexing is expected to be around 7%. …
Last Updated: 12th May 2023 Download PDF If you want to make a superannuation contribution and claim it in your 2023 tax return you best get a wriggle on. The contribution has to be safely in the superannuation fund by the 30th June. This post addresses the practicalities of making the contribution and dealing with …