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1
Jul

Non-resident Estate Beneficiaries

One issue that can arise in estate planning is tax consequences due to non-resident beneficiaries.  At the time of death, if any bequest recipients are not tax residents of Australia there may be tax consequences which can effectively reduce the inheritance for all beneficiaries.

12
Jun

Year End Matters: Individuals

The tax year ends on 30 June and this year is no different to any other in areas that may be of interest for those who are considering year end planning matters.  Generally, better results are generated when these planning matters are incorporated into an overall plan for family matters...

12
Jun

ASIC Focus Areas for Year End Financial Reports

On 30 May 2014 ASIC announced its planned surveillance program for 30 June 2014 financial reports. ASIC will examine listed entities and other entities of public interest, with a large number and wide range of stakeholders considering factors like the nature and size of the business and the number of...

10
Jun

Year End Matters: Business

As the tax year winds its way to the end, the standard thought processes turn to year end planning matters or housekeeping which should be dealt with.  

10
Jun

Year End Superannuation Contributions

By way of the exception proving the rule, the Government maintained their promise not to legislate further changes to the taxation of the superannuation industry.   There are however, still some movements in the area of superannuation that you should remember especially when looking to contribute before 30 June this year.

6
Jun

2014: A Transition Year for Markets

On Wednesday 4 June, clients of ESV and Wilson HTM were invited to an exclusive event discussing the current global economic outlook and its predicted impact on financial markets.  With an emphasis on the Australian investor, the evening outlined the latest domestic developments and policy changes, as well as demonstrating...