End of financial year tax planning tips for 2023/24 


As we near the end of the financial year, it’s wise to reflect on how you can optimise your tax position for the 2023/24 financial year. Below, I’ve outlined the factors we typically consider when reviewing a client’s position.   Firstly, estimate your tax position   When undertaking tax planning, the initial step involves estimating your tax …

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To what extent should you factor in an inheritance? 


In 2017, Griffith University estimated Australians would pass on a staggering $3.5 trillion in wealth over the next two decades. It is estimated that around $10 billion is inherited every month in Australia, and the numbers are steadily increasing.  Given these projections, it’s highly probable that many of you reading this blog will receive an …

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