Successful long-term equity investing hinges on a focused approach—prioritising what we can control and what truly matters. This means aligning our investment strategies with our financial plans rather than getting distracted by economic forecasts or market fluctuations.

Payroll tax in NSW is a tax on wages paid by employers. If a business’s total wages exceed the threshold of $1.2 million in total annual wages, the payroll tax rate is 5.45% This means businesses that pay more than $1.2 million in wages annually must register and pay payroll tax on the portion of wages exceeding that threshold.

Payroll tax in NSW is a tax on wages paid by employers. If a business’s total wages exceed the threshold of $1.2 million in total annual wages, the payroll tax rate is 5.45% This means businesses that pay more than $1.2 million in wages annually must register and pay payroll tax on the portion of wages exceeding that threshold.

Rising interest rates, increased living costs, school fees, committed holidays or home improvements - can be cause for concern in the current market.

On 22 December 2022, the State Revenue of Queensland issued Payroll Tax Ruling PTAQ000.6.1 to deal with the application of payroll tax to medical centres.

Over the past few years, most of you have been aware of the increase in the cost of protecting your income due to insurers adjusting base premium rates.

In recent years, there has been a growing short term difference in performance when in unlisted assets, such as private equity and real estate, as opposed to listed assets, such as stocks and bonds.

The ATO has finalised its guidance on section 100A reimbursement agreements.

Saving regularly is a habit that needs to be cultivated and as with most things in life, starting sooner rather than later often gives investors a huge advantage.

Amendments to the Land Tax Management Act 1956

The Transfer Balance Cap (TBC) is a limit imposed on an individual’s superannuation balance that is available to start a pension.

Superannuation can only be accessed when you reach your “preservation age”. For most of us, that is from the age of 60.

A national assessment of capital cities and major regional towns and where they are positioned on the property clock.

Diversification is a fundamental principle of sound investment strategy, and one key way to achieve it is by incorporating international equity exposure into your investment portfolio

The State Insurance Regulatory Authority (SIRA) will be conducting a review of all businesses in NSW that may need a workers' compensation policy.

From the 2025-26 income year onwards, the headline concessional tax rates applying superannuation earnings.

A handy EOFY checklist to help you finalise the financial year and plan for the new year

Employers: Single Touch Payroll (STP) allows employees to access their finalised Income Statements from their myGov account after you have processed a Final event for the 30 June 2024 year.

Carry forward your unused superannuation concessional contributions cap at 30 June 2023 if your total super balance is less than $500,000.

Consider bringing forward the equivalent of 1 or 2 years of annual superannuation concessional contributions from future years.