Estate planning isn’t just about the Will

Estate planning isn’t just about the Will

In our line of work conversations with clients around estate planning can arise, and one thing that often catches people off guard is this: Australia doesn’t have a death tax… but that doesn’t mean everything passes on tax free.  A lot of people feel like once they...
Understanding the latest SMSF Audit changes

Understanding the latest SMSF Audit changes

As we pass the halfway point of the financial year, we’d like to share some important updates to SMSF audit processes now in place. These changes are based on feedback from the Australian Taxation Office (ATO) and are about ensuring audits continue to meet current...