Julia's Blog By Julia Hartman
Download PDF 2024-2025 Federal Budget Summary This is a very succinct summary of the budget, just the parts that we consider relevant to our clients’ financial decisions. There is plenty of detail available on web sites and in the newspapers, this blog is intended to help you just get the information you need in …
Download PDF Pay careful attention this year because it is very likely that your tax deductions are never going to be so valuable again. For every dollar you spend on tax deductions, if your income is between $45,000 and $120,000 the ATO will refund you 34.5 cents where as next year it will …
Download DOCX – This comprehensive document is designed to capture all the information your executor/s and attorney/s need. There are lots of prompts, and also free text fields so you can explain whatever you need to. – You do not need to complete every section, only what applies to you, so follow the regular ‘skip …
Download PDF It is time all the reactionary politicians got their facts straight. The only thing that is going to improve the housing crisis is more housing not punishing landlords. That is like moving the deck chairs on the Titanic. Landlord’s need to offset their losses, for example large repairs for tenant damage. Nevertheless, we …
Download PDF Unless everyone you want to provide for already has income of over $135,000 a year investment bonds do not offer a tax benefit. Even then the limited tax benefit may be completely offset by the fact that capital gains on investment bonds do not qualify for the 50% CGT discount. Probably the …