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Category: Taxation

1-12 out of 37 results.

Brace yourself for (bad) tax and super news

The previous austerity of the Coalition Government has been tossed aside to deal with COVID-19, but at some point, debt will be repaid. Are policies once considered off-the-table now a target?

Top three ways an SMA helps optimise tax

Simpler tax arrangements for investments are a key benefit of separately managed accounts, where after-tax outcomes vary from other vehicles such as managed funds and direct equities.

Five tips for Aussies who live in the US

A million Australians live overseas, and many forget the complexities that can arise in their financial affairs. Watch in particular for changing tax status, as in this US example.

Bracket creep quietly increases your tax bill

Marginal tax brackets are not indexed for inflation, so when people receive salary increases, there is some erosion in proportional take-home pay due to higher tax. But it’s not as bad as it used to be.

How 'bucket companies' work in family trusts

Some of our readers have said family trusts have little merit because of the tight limits on the amount that can be distributed to children paying low tax rates. But the use of bucket companies drives many of the structures.

Preparation for PAYG employees at tax time

Make a note of the lodgement deadlines for personal tax returns, and start collecting the information you will need. Unless your affairs are simple, professional help is usually money well spent.

A frank look at Chris Bowen's $67,000 question

Let's set this straight for the final time! Chris Bowen often used the example of a nurse on $67,000 who was at a significant disadvantage versus a retiree receiving franking. In fact, the outcome for both is almost the same.

Why extra super contributions tax may catch you too

The extra 15% Division 293 tax slips easily under the radar, and most people do not realise how it is calculated and how the proposed Labor policy might now capture them.

Frank(ing) exchange with Bowen: "Is it fair?"

Labor's franking credit proposal will reduce the income of many retirees who do not believe they are wealthy. Here's an exchange with a reader who just wants an answer to "Is it fair?"

Is a Division 293 tax notice coming your way?

It sounds arcane but it could be costly. For the first time, about 44,000 individuals will receive their first Division 293 notice early in 2019, and it will surprise many.

Marks and the tax system explained in beer

In his latest memo to clients, Oaktree's Howard Marks quotes the popular 'beer' example to explain the tax system, and we reproduce it here.

ETFs a boon, but watch the tax treatment

ETFs are popular investment vehicles but can be complex for tax returns. The ATO classifies them as trusts, and investors, administrators and accountants need to know the details.

Most viewed in recent weeks

The creator of the 4% rule and his own retirement

The 4% withdrawal rate in retirement is an industry standard, a level where a retiree could be confident of not running out of money. Its creator Bill Bengen explains its use in this interview with Michael Kitces.

Welcome to Firstlinks Edition 383

One of the downsides of Donald Trump commanding the headlines is that we skim over other significant issues. For example, few Australians read the China Daily News or coverage of its contents, missing official statements that are terrifying hundreds of Australian producers. China says Australia will 'pay tremendously' for its recent lack of respect.

  • 12 November 2020

Seven items your estate plan may have left out

Most people pay cursory attention to estate planning, limited to a will and maybe a chat with the children. Those who want to make their intentions clearer and easier for others should check these quick tips.

Graeme Shaw on why investing is at a pivotal moment

Company profits have not improved for many years but higher valuations have been driven by falling rates and excess liquidity. Conditions do not suit a value and contrarian manager but here are some opportunities.

Alex Vynokur: ETFs deliver what’s written on the can

Exchange Traded Funds have moved well beyond indexes to a range of sectors, themes, smart beta and active. They are attracting strong flows from both experienced investors and newcomers.

11 key findings on retirement dreams during the pandemic

A mid-pandemic survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.

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