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News and legislation

Amendments to the Income Tax Assessment Act 1997 effecting downsizer contributions

11 Sep 2019 News: Technical

Treasury has released an exposure draft Bill and Regulations proposing minor and technical amendments across a range of laws relating to taxation, superannuation, corporations and credit.

Monthly Technical roundup - August 2019

10 Sep 2019 News: Technical

The Monthly Technical Roundup is a brief summary of a number of recent regulatory developments that occurred during the month.

ATO guidance on incorrect excess non-concessional contribution determinations

19 Aug 2019 News: Technical

The ATO has issued guidance concerning incorrect excess non-concessional contribution (ENCC) determinations.

Deferring Extension of SuperStream to SMSFs – Regulations made

08 Aug 2019 News: Technical

The Treasury Laws Amendment (Deferring Extension of SuperStream to Self Managed Superannuation Funds) Regulations 2019 were made and registered on Friday, 9 August.

Facts and Figures

Big Black Book

An extensive reference tool containing financial planning related facts and figures that is updated regularly throughout the year.

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Little Black Book App

The essential facts and figures, embedded calculators and technical news updates at your fingertips, available on Apple and Android devices or in your browser

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Sharemarket Tax Facts

The information you need to prepare tax returns for clients holding ASX listed securities with over 10 years of data.

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