by LBWCA | Apr 22, 2014 | Financial Planning, Personal Wealth
Did you know Telstra listed on the ASX back in November 1997? Many clients own Telstra shares and it has been pleasing to see the share price increase in recent years. This month Telstra announced a off-market share buyback of up to $1b of Telstra shares and clients...
by LBWCA | Apr 17, 2014 | Personal Wealth, SMSF
What is SuperStream and what does it mean for me? SuperStream is a government reform aimed at improving the efficiencies in the superannuation system. Under SuperStream, employers must make super contributions by submitting data and payments electronically in...
by LBWCA | Mar 27, 2014 | Financial Planning, Personal Wealth
On 27 March 2014, the Commissioner of Taxation announced an initiative to allow eligible taxpayers to come forward and voluntarily disclose unreported foreign income and assets. He urged taxpayers with offshore assets to declare their interests ahead of a global...
by LBWCA | Feb 11, 2014 | Individual Tax Returns, Personal Wealth
This is a reminder that everyone should check prior to 30 June 2014: You haven’t breached the $25,000 employer contributions limit (or $35,000 if you are over 60 years) if you have been salary sacrificing into super; andIf you have a pension from a super fund, please...
by LBWCA | Jan 22, 2014 | Personal Wealth, SMSF
This is a reminder that everyone should check prior to 30 June 2014: You haven’t breached the $25,000 employer contributions limit (or $35,000 if you are over 60 years) if you have been salary sacrificing into super; andIf you have a pension from a super fund, please...
by LBWCA | Jan 15, 2014 | Personal Wealth, SMSF
A self managed super fund is an excellent tool for estate planning when things are done correctly. When things are not done correctly or poor documentation is in place this can go unnecessarily wrong with potentially drastic consequences. Our firm was involved in...
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