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:
- Unlocking Savings: How Government concession cards can help reduce your out-of-pocket costs on healthcare, prescriptions, transport and more.
- CGT Consequences of Divorce and Relationship Breakdown: Transferring assets during a divorce or separation can have significant tax implications. We break down the key capital gains tax rules and conditions to be aware of.
- The Great Wealth Transfer: With trillions set to change hands between generations over the coming decades, now is the time to understand the potential tax consequences.
- Self-Managed Super Funds: A suitable path to retirement control? What’s involved in setting one up and other considerations.
- What to Expect from Tax Reform: Key focus areas of the upcoming economic roundtable and what real reform might look like.
- Tax Deductibility of Clothing: Claiming work clothing on your tax return isn’t as straightforward as many think.
Click here to read the Rose Partners August 2025 Newsletter.
If you would like to discuss anything raised in the newsletter, please contact our Team.