Julia's Blog
By Julia Hartman
“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 …
Download PDF Have you ever been told you are too old to contribute to superannuation? Would you like to contribute more and BAN TACS on your retirement savings? The best way to do this is to have as much of your wealth in superannuation as you can. The superannuation contribution rules are about to change …
(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 …