Positive full federal court ruling for companies accessing the Australian R&D tax incentive program

By Dr. Rita Choueiri on 18/09/2019 05:18:54 am

Companies accessing the Australian Research and Development (R&D) Tax Incentive program can now do so with more confidence after a significant Federal Court ruling rejected The Administrative Appeals tribunals (AAT) somewhat narrow interpretation of what constitutes a ‘core R&D activity’ under R&D tax law. Based on our previous experience with...
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Aussies in these 32 super funds could be $200,000 worse off by retirement

By Aaron Trombetta on 10/09/2019 06:24:40 am

A common question asked when it comes to superannuation funds is: What performance can you achieve? Before you begin exploring the infinite world of investment vehicles to match your desired risk/return profile, you may want to give yourself a free kick by making sure you are not paying too much...
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Wealth Accumulation to Retirement

By Andrew Barlow on 13/05/2019 08:38:58 am

When you’re young, the thought of saving for retirement may be the last thing on your mind. Few of us have a plan or understanding of where we’re heading, yet most wish to have a fulfilling lifestyle when we retire. To do this, there are key decisions and planning that...
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What you can do about Labor’s proposed franking credit reform

By Andrew Barlow on 28/03/2019 01:28:40 am

With an election looming, it is currently forecast that Labor will take government. Perhaps Labor’s most contentious reform is the decision to remove tax refunds for those with excess franking credits on their shares. Put simply, when an investor receives dividends from their Australian shares, these dividends have usually already...
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How much super do I need in retirement?

By Aaron Trombetta on 26/02/2019 09:16:36 am

The average Australian couple will need at least $640,000 of savings at retirement to maintain a comfortable lifestyle, a single person will require at least $545,000, according to the most recent statistics released by the Association of Superannuation Funds Australia (ASFA)1. ASFA’s estimated retirement budget is based on the assumption...
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