September 2024 Newsletter

Welcome to this month’s issue of our newsletter. Our aim is to keep you informed about current tax and superannuation related matters.

This month we look at:

  • Who is a spouse under the tax laws, and why does it matter? There are some aspects of your individual tax assessment that depend on your spouse’s income.
  • Riding the Market Waves: Don’t let share market volatility get you off course with your superannuation investment strategy.
  • Take care if you sell your home after leaving Australia! Avoid any unnecessary and unwanted liabilities down the track.
  • Separation and Divorce: CGT consequences and relief.
  • Setting up a Self-Managed Super Fund: Who can join the fund?
  • Debt Recycling: The flavour of the month among financial advisors.

Click here to read the Rose Partners September 2024 Newsletter

If you would like to discuss anything raised in the newsletter, please contact our Team.

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