by Ben Smith | Jun 23, 2016 | SMSF Specialists
A reduction in concessional contribution caps, the lowering of the Division 293 tax threshold, capping tax-free assets in retirement and a lifetime limit for non-concessional contributions are just some of the changes that were in the Budget announcements this year to...
by Ben Smith | Jun 22, 2016 | Tax & Estate Planning
The 2016-17 NSW Budget has confirmed the abolition of mortgage duty, marketable securities duty and non-real estate business assets from 1 July 2016 as planned. In combination with the new small business restructure roll-over (which will also apply from 1 July 2016),...
by Ben Smith | Jun 2, 2016 | Financial Planning
Let’s look at how it works – a case study David has a portfolio of direct shares in his own name: Some of the shares have increased in value during the period he has owned them, and others have decreased in value All of the shares yield an annual dividend which is...
