Category: Wealth

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safe harbour

Stop tax in its tracks – ATO extends CGT exemption on sale of deceased’s residence

11 October 2019

The sale of a person’s main residence (ie their home) is generally exempt from capital gains tax. This exemption is ‘carried through’ to beneficiaries or executors of deceased estates who seek to dispose of the deceased’s main residence, where certain conditions are satisfied.

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Superannuation Guarantee Amnesty

Superannuation Guarantee Amnesty – Ready, Set, Go!

07 October 2019

On 18 September 2019, the Treasury Laws Amendment (Recovering Unpaid Superannuation) Bill 2019 (the Bill) was introduced into Parliament. The Bill seeks to re-introduce a superannuation guarantee amnesty, following the previous amnesty legislation lapsing due to the Federal Election being called in April 2019.

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Attorneys and Binding Death Benefit Nominations

20 September 2018

A recent Supreme Court decision has highlighted the importance of accurately implementing estate planning for individuals with Self-Managed Superannuation Funds (SMSFs), together with preparing tailored Powers of Attorney.

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